AI Solution Development Consultant- Forward Deployed

Summary

As part of Workiva's Growth Solutions team, the AI Solution Development Consultant is forward-deployed with clients. You help enterprise customers solve complex reporting, regulatory, and business process challenges by designing, configuring, and delivering AI-powered solutions on the Workiva platform. This hands-on, client-facing role combines consultative problem-solving, enterprise software configuration, and applied AI. You work directly with clients to understand how their processes operate, find where they can improve, and turn those needs into working solutions using existing and emerging platform capabilities.

You are equally comfortable facilitating a client workshop, turning business requirements into a solution design, and configuring and deploying that solution yourself. You understand how AI, including agents and intelligent automation, applies to enterprise workflows, and you have practical experience turning those opportunities into solutions that real clients use. The work happens where client requirements, platform capabilities, and emerging AI meet. You decide how to deliver value today and help shape the reusable solutions of tomorrow. You do this in regulated environments, so governance, auditability, and scalability matter as much as speed.

This role is/is not

This role is

• Client-facing and consultative, with ownership of outcomes
• Hands-on configuration of a platform that is not turnkey
• Practical application of AI and agents inside real client processes

This role is not

• A pure software engineering role
• A pre-sales or demo role
• An advisory role that stops at the recommendation

What you'll do

Run discovery that ends in a design

• Lead workshops and working sessions with regulatory, finance, tax, and IT stakeholders. For example, sit with a tax team to map how a country-by-country report is assembled today, then leave with a documented process and a clear view of what the platform covers and what it does not.

Configure the solution yourself

• Design, build, and test client-specific solutions on the Workiva platform. For example, set up the forms, data structures, business rules, and workflow for a regulatory filing, and connect it to the client's ERP data.

Put AI to work inside the process

• Identify where AI and agents improve how clients run reporting and compliance workflows, then configure and deploy them. For example, build an agent that drafts a first pass of a disclosure from source data, with a human review step, an exception queue, and an audit trail.

Take it live and make it stick

• Own the outcome through validation, deployment, and adoption. For example, run testing with the client's preparers and reviewers, fix what breaks, and measure cycle time and error rates after go-live. Serve as the trusted advisor throughout, and be clear about trade-offs.

Turn client work into reusable patterns

• Capture what works so the next engagement starts further ahead. For example, document a configuration pattern from one client for the team's shared knowledge base, and log a platform gap with evidence for Product and Engineering.

What you'll need

Minimum qualifications

• Bachelor's degree in a related field or equivalent practical experience.
• 5+ years in client-facing enterprise software consulting, implementation, or solution development, with hands-on involvement in delivering to clients.
• 5+ years of experience working with enterprise software architecture, data flows, APIs, and system integrations, with the ability to communicate complex technical concepts to both business and technical audiences. 

Preferred qualifications

• Experience with regulatory reporting processes, such as financial, sustainability, tax transparency, or statutory reporting, or related audit, risk, and compliance work.
• Experience configuring enterprise platforms such as ServiceNow, Salesforce, or Workiva.
• Experience with ERP and finance systems such as SAP or Oracle, and an understanding of how upstream data quality and structure shape reporting outcomes.
• Practical experience designing or configuring AI agents and workflows, including prompt design, retrieval-augmented generation, output evaluation, and human-in-the-loop controls.
• Working knowledge of SQL, Python, or JavaScript for scripting, data manipulation, or integration.
• Experience working with Product Management and Engineering to turn client requirements into reusable capabilities.
• Experience alongside implementation partners, systems integrators, advisory firms, or audit firms.

Travel and working conditions

• Up to 25% travel for client engagements and internal meetings.
• Reliable internet access when working remotely or outside a Workiva office.

How You’ll Be Rewarded

✅ A discretionary bonus typically paid annually

✅ Restricted Stock Units granted at time of hire

✅ 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Why Join Workiva

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.

At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.

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 talentacquisition@workiva.com.
 

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.