Presales Solution Engineer

Workiva Hong Kong Limited (Hong Kong, Hong Kong) 27 days ago

The Presales Solutions Engineer serves as the technical and solution expert to assist in mapping a customer's needs to our application across one or more domain areas. In addition, the Solutions Engineer may lead technical discussions on sales calls with customers and provide support for marketing through trade show attendance, presentations, product channel trainings, and webinar presentations and hosting. 

What You'll Do

  • Works with the sales team to engage customers, prospects, and partners via phone, web, or onsite meetings, drive the discovery process, and identify areas where Workiva solutions align to address customer/prospect needs.

  • Offers subject matter expertise in Workiva technology and solutions, and demonstrate how we can the customer's goals and objectives. Builds and presents business cases and proposals that articulate Workiva's value and ROI.

  • Ensures customer success by working with Workiva Client Services team for smooth on-boarding and long term success.

  • Engage customers and drive discovery of needs aligned to Workiva Capabilities.

  • Leverage subject matter expertise in technology and solutions to align to the customer's need.

  • Qualifies, develops, and helps close opportunities leveraging cross organizational team members.

  • Develops expertise across multiple domain areas developing working knowledge of industries, departments, and use cases where Workiva can have an impact.

  • Broadly shares subject matter, application, technical, market and customer insights and experience.

  • Develops new use-cases or by using existing templates providing proof of our solution's impact and value proposition.

  • Conducts process assessments with customers, builds Proof of Concepts to validate requirements, builds and presents customer specific business cases.

What You'll Need

  • Undergraduate Degree or equivalent combination of education and experience in a related field.

  • Excellent verbal, written, presentation, and interpersonal communication skills.

  • Self-motivated with strong propensity for action, results and continuous improvement.

  • A strong individual contributor with intellectual curiosity to positively impacting accounts and opportunities.

  • Ability to leverage Workiva prioritized sales methodologies on a consistent basis.

  • Familiarity with Microsoft Office products' use in a large organization is a plus.

  • Technical experience with SaaS, cloud-based solutions, architecture, databases, and programming is a plus.

  • Experience with other ERP, GRC, GL, FP&A, or Analytics & Reporting solutions is a plus.

  • 3-5 years of experience in public accounting, corporate finance (FP&A), or presales.

  • Experience engaging with and presenting to business or IT managers and executives.

  • Sr. Associate or Consultant level in the Big Four or public accounting preferred.

  • Hands on technical experience with SaaS solutions, cloud technologies, and architectures preferred.

  • 20-30% travel

  • Reliable internet access for any period of time working remotely, not in a Workiva office.

Where You’ll Work

Our values drive how we work and who we hire. You will see these values ingrained in how we support our customers, work with team members, build our products and in the work environment we’ve created.

  • Customer Success:  Always delight our customers.
  • Trust: Rely on each other. 
  • Integrity: Do the right thing, every time. 
  • Collaboration: Share resources and work together. 
  • Innovation: Keep creating solutions and finding better ways. 
  • Inclusion: Support a diverse community where we all belong. 
  • Accountability: Be responsible for your success and failure.

We believe our people are our greatest asset, and our unique culture gives employees the opportunity to make an impact everyday. We give our employees the freedom and resources they need—backed by our culture of collaboration and diverse thought—to continue innovating and breaking new ground. We hire talented people with a wide range of skills and experiences who are eager to tackle some of today’s most challenging problems.

At Workiva, you’ll enjoy: 

  • Casual Dress: Workiva has a casual work environment, most people wear jeans to the office.
  • Involvement: Ability to participate in Employee Resource Groups, (Women in Tech, Women in Sales, Ethnic Diversity, Veterans, Rainbow (LGBTQ), Remote Employees, Caregiving) Volunteering, Company wide celebrations, and more
  • Work-life Balance: We have competitive PTO, VTO and Parental Leave. We encourage employees to spend time enjoying life outside of work.

Learn more: [...] is an Equal Employment Opportunity Employer.  We believe that great minds think differently.  We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation.  Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression genetic information, marital status, citizenship status or any other protected characteristic.  

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email  

Presales Solution Engineer

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