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…