• We’re looking for a HubSpot Solutions Consultant to join our Managed Services Team! • In this client-facing role, you’ll be responsible for leading client engagements and executing RevOps strategy focused on HubSpot-centered solutions. • You’ll work closely with development, engineering, and delivery teams to bring HubSpot solutions to life while building strong, long-lasting client relationships. • This role blends technical expertise with strategy and execution while ramping up new client consulting skills and subject matter expertise to deliver high-value solutions and drive business outcomes!

• Present Snowflake technology and vision to executives and technical contributors to customers. • Position yourself as a Trusted Advisor to key customer stakeholders. • Partner with Professional Services Practice Directors and Practice Managers. • Collaborate with Snowflake sales executives and account teams on opportunity development. • Build trust in Snowflake Professional Services. • Drive project teams towards common goals of accelerating the adoption of Snowflake solutions. • Create repeatable processes and documentation. • Maintain a deep understanding of competitive and complementary technologies.

The Lead Solution Consultant (SC) provides advanced pre-sales technical expertise to support the development, positioning and implementation of complex, platform-wide solutions. With deep knowledge across the Workiva platform, the Lead SC partners with sales, senior customer stakeholders and cross-functional teams to shape a strategic platform vision, deliver tailored and value-based demonstrations, construct long-term adoption roadmaps, and influence technical decision-making at scale. This role serves as a trusted advisor throughout the sales cycle by connecting customer outcomes to platform capabilities, rapidly iterating on solution design, and guiding customers through technical validation. The Lead SC also contributes to organizational leadership by mentoring other SCs, incubating new use cases, and strengthening team standards, processes, and cross-functional alignment. What You’ll Do - Works on highly complex, ambiguous customer challenges that require creative solution design, innovative technical approaches, and a thorough understanding of enterprise architectures - Educates customers on AI capabilities, security and risk considerations, and practical application, helping them evaluate how Workiva’s AI roadmap integrates with their existing AI frameworks - Expert in multiple domain areas, or expert in a primary domain with significant expertise in others, developing working knowledge of industries, departments, and use cases where Workiva can have an impact - Leads "Art of the Possible" workshops and multi-solution assessments to brainstorm cross-functional use cases, mapping the entire Workiva platform to the customer's broad strategic objectives (e.g., digital transformation, risk mitigation) - Operates as a strategic extension of the Enterprise Client Director, contributing to account planning, pipeline development, and long-term account strategy - Independently builds and nurtures deep, trusted relationships with technical champions, acting as the primary contact for architectural strategy and future-state discussions - Deliver world-class demo experiences that showcase the platform through clear, compelling storytelling tailored to executive audiences and business transformation goals - Exemplify best-in-class storytelling across demos, workshops, and customer engagements to drive strong commercial outcomes - Leads multi-solution, platform process assessments with customers and builds executive Proof of Concepts to validate requirements and prove value drivers - Leads the development of new frameworks, best practices, processes, and reusable assets that elevate the broader SC team - Mentors SCs across the organization, providing coaching on discovery, demo strategy, technical acumen, and executive communication - Partners closely with cross-functional teams such as Customer Success and Value Management to influence the account planning strategy and provide continuous support to our largest customers throughout the expansion lifecycle What You Need Minimum Qualifications - 8+ years of experience in finance, financial reporting, software development, technical sales, or a related field with a bachelor’s degree - Proven ability to design and deliver highly effective demonstrations of complex business software tailored to the needs of operational users, management, and executives - Hands-on technical experience with SaaS solutions, cloud technologies, and architectures - Financial Services industry knowledge is valuable and will be essential to success in this role. Candidates should either bring existing expertise in banking, insurance, or asset management, or demonstrate strong aptitude and commitment to rapidly developing deep domain expertise in financial services workflows, regulations, and use cases Preferred Qualifications - Excellent verbal, written, 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 and proven ability to oversee multiple projects, programs, and processes - Proven experience supporting enterprise or major-account sales cycles, with the ability to navigate multi-threaded evaluations involving IT, security, and executive stakeholders - Technology-forward mindset with a strong passion for emerging technologies and a natural curiosity for leading edge exploration in AI and data models - Extensive experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions and their related technology platforms - Proven ability to gather business needs and present a value based, compelling software demonstration, especially with executive-level audiences Travel Requirements & Working Conditions - Up to 40% travel - Reliable internet access for any period of time working remotely, if not in a Workiva office How You’ll Be Rewarded ✅ On Target Earnings (OTE) range in the US: 196,000.00 - 315,000.00 USD Annual✅ Eligible for commission based on sales performance ✅ 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. 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. #LI-RM1

Job Description Solutions Engineer The Solutions Engineer (SE) is a key member of the Momentive Solutions Engineering organization, supporting a high-volume, fast-paced sales cycle (typically 90 days or less). This role partners closely with Account Executives to bring association domain knowledge together with product expertise to help membership-based organizations evaluate and adopt Momentive Software Association Management Software (AMS) solutions. General Function The Solutions Engineer demonstrates how Momentive’s products support real-world association operations, including membership management, engagement, events, committees, reporting, and more. The role focuses on translating association workflows and challenges into compelling, value-driven demonstrations and conversations. This individual acts as a trusted advisor during the evaluation process, connecting product capabilities to how associations actually work, while also contributing feedback that improves demos, messaging, and product direction. Duties & Responsibilities - Prepare and deliver high-volume product demonstrations tailored to association-specific use cases (membership, renewals, events, engagement, reporting). - Partner with Account Executives to support opportunities in a fast-moving sales cycle (90 days or less). - Assess prospect needs by drawing on direct experience working in or with associations, including common pain points and operational workflows. - Translate association goals into clear product value, rather than leading with technical depth. - Serve as a subject-matter resource on association common needs and constraints during sales conversations. - Support RFP responses and follow-up questions with an association-first perspective. - Participate in demo scheduling, preparation, and coordination. - Provide product walkthroughs or light training during evaluations or pilot engagements. - Contribute to the creation and improvement of demo environments, scenarios, and demo videos that reflect real association use cases. - Capture customer and prospect feedback and relay insights to Product and Go-To-Market teams. - Troubleshoot demo or environment-related issues as needed. - Assist with customer escalations when previous demo or other known context is helpful. Minimum Knowledge, Skills & Abilities Required Experience - 2–4 years of experience working as a Solutions Engineer, Sales Engineer, technical sales, or working with associations or membership-based organizations. - Experience using or supporting an Association Management Software (AMS) is strongly preferred. - Bachelor’s degree in business, communications, technology, or a related field (or equivalent experience). Technical & Business Skills - Comfortable learning and demonstrating software products while on camera. - Proficiency with Office 365 (Word, Excel, PowerPoint, Outlook). - Familiarity with CRM systems. - Ability to explain product value clearly without relying on heavy technical jargon. Helpful Association & Domain Skills - Understanding of how associations operate, including: - Membership lifecycles and renewals - Events and conferences - Member engagement - Committees, chapters, or councils - Reporting and leadership insights - Ability to speak confidently with association professionals and understand their goals and constraints. Other Skills - Strong verbal, written, and presentation skills. - Ability to manage multiple opportunities and shift priorities. - High attention to detail and strong organizational skills. - Customer-first mindset with a consultative approach. - Strong problem-solving and analytical thinking. - Collaborative, coachable, and eager to learn. Working Conditions - Normal office or home-office environment with extended periods of computer usage. - Occasional travel may be required. Essential Functions - Frequent computer and desk work. - Regular communication through speaking, listening, and written channels. - Occasional walking, standing, and light lifting (up to 25 lbs). - Standard office mobility and document handling tasks. About Us Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com. Why Work Here? At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here. Medical, Dental & Vision Benefits 401(k) Savings Plan with Company Match Flexible Planned Paid Time Off Generous Sick Leave Inclusive & Welcoming Environment Purpose-Driven Culture Work-Life Balance Commitment to Community Involvement Employer-Paid Parental Leave Employer-Paid Short-Term Disability Remote Work Flexibility Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.