Solutions Consultant

Portland, OR
30+ days ago

Job Description


Work with purpose.

WorkBoard's mission is to help companies and the people in them achieve their best results. We pioneered the Enterprise Results Management solution category so leaders can communicate strategy and align efforts well in a faster changing world, and so team members are energized by the purpose and impact of their work. Our customers drive faster growth and competitive advantage because they have higher alignment, real-time transparency, and sharper focus on the results that matter. Companies like Cisco, Microsoft, Juniper, Workday, 3M, Zuora, Anthem, Humana, and many others use WorkBoard's platform, expert services, and professional certification programs to achieve their ambitious vision.

WorkBoard has built a clear lead in the space – it is the size of all the other OKR app providers combined, in large part because its founders and team members are experienced company builders focused on true, differentiated value for our customers. WorkBoard is backed by top-tier venture investors including Andreessen Horowitz, GGV Capital, SoftBank Investment Advisers, and Workday Ventures.


As a Solution Consultant, you'll be a key player in driving the adoption of WorkBoard by supporting the pre-sales engagements with our existing and prospective enterprise customers. You'll support our sales organization in building trusted advisor status with business leaders who have strategic priorities and urgency to achieve them while positioning and driving preference for our platform.

Your work will also include collaborating with the leadership team to identify demand generation, messaging, sales enablement and sales execution best practices. Additionally, you will be working with product marketing, product management, client services and customer success leadership to provide valuable insights from customer engagements that will influence our product roadmap and how we help our customers achieve a sustainable growth advantage.


  • Bring 5+ years of business or management consulting experience (from Accenture, Deloitte, Bain, McKinsey, etc.) working in fast paced environments where you had direct access to leadership.
  • An entrepreneurs mindset, an appetite for learning and motivation to solve complex problems.
  • A business degree from a great school (MBA is a plus).
  • You are genuine, warm, positive, empathetic, and engaging and a self-starter with strong ownership skills and are willing to go above and beyond the job description.
  • You have presented to executive teams with confidence and clarity


  • Understanding the challenges that leaders face in either fast paced start-ups or slow growth large enterprises
  • Quickly building trusted advisor status with CEOs and P&L owners by demonstrating your business acumen, intellectual curiosity and passion for solving substantive business issues
  • Partner with account executives to grow our business with new and existing customers
  • Working at a fast pace while demonstrating professionalism and the attention to detail that is required to support sales engagements with CEOs and GMs
  • Partnering with peer teams across product marketing, professional services, customer success and development to build a company that is great in your customers' eyes


  • Attend new-hire immersion training and be certified as a WorkBoard OKR Coach and app expert to build a deep understanding of our buyer, their pain points, our methodology and how we work as a team
  • Deep-dive with Growth, Sales, Product Management, and Customer Success teams to learn more about our solution, go to market and roadmap and the partnership with the Services team
  • Dazzle a WorkBoard expert with your enthusiastic demo
  • Own the demonstration environment and be a WorkBoard product expert
  • Read and understand all of the sales tools including our value frameworks and competitive analyses
  • Confidently articulate the value, benefits and relevance of our powerful solution easily and effectively
  • Be a daily user of WorkBoard and SFDC to help drive rocket ship growth


  • Shadowed at least 6 OKR Workshops with our Client Services team and facilitate 6 OKR workshops
  • Be completely fluent in delivering demonstrations that reflect your prospect's process and business starting point and show them a path to value realization
  • Both demonstrate and narrate the solution experience (process and platform) to P&L owners (CEOs and GMs) and stakeholders such as chief of staff, business innovation experts, and heads of HR in a way that speaks to their unique role in the decision to choose WorkBoard
  • Manage demo data integrity so it provides a compelling vision of the solution's impact; build 2 additional vertical industry demos that are most relevant to prospects based on their industry
  • Complete first pass on information security questionnaires and requirements statements from customers
  • Working with Client Services, prepare value roadmaps and launch plans for sales proposals
  • Understand the competitive landscape and WorkBoard's differentiation


  • Advise customers on excellent OKRs and brainstorm with them on how to articulate them, share insights on how others in their industry, functions and role measure great outcomes on a particular aspect of the business
  • Lead at least 15 OKR workshops with our Client Services team
  • Expertly demonstrate our solution during the sales process in ways that show its advantages and underscore the disadvantages of competing solutions
  • Independently customize demo data sets and demonstrations to prospective customers when needed
  • Maintain a competitive grid and be the sales expert on differentiating WorkBoard's value from alternatives (including do nothing)


Join an excellent team with a truly rare opportunity; P&L owners (CEOs and GMs) are our direct buyers and our solution is used by every employee in the enterprise. We help our customers achieve their growth plans faster, so you'll be a part of many customer successes. Our happy team is filled with humble experts hungry for the great opportunity that we have – you will have great sales tools to work with, an excellent product to represent and exciting customer stories to share.

We are remarkably engaged with our customers, so you'll have immediate access to their insights and voices. Everyone on the team is striving to improve the value and quality of experience we provide customers by delivering at our best and being voracious learners. We are an incredibly supportive team, with powerhouse creative and production team members who quickly bring marketing ideas to life.

We are excited about a lot of things—what "best" looks like for our customers, what "breakthrough" looks like in product—and we share these passions across the company and with our customers.


Humble experts

Hungry for the opportunity

Intellectually honest

Operating as one happy team


  • Flexible PTO & sick days
  • Paid holidays
  • Health insurance
  • 401K with employer matching
  • Quarterly All-Hands Meetings
  • And much more!


WorkBoard provides a powerful, modern results platform to help companies achieve their growth plans. Unlike most enterprise software, our solution is important to every employee, so we strive to set the high bar for capabilities that delight and enable everyone to be more successful at work. WorkBoard is strategic to companies and personally relevant to the people that work in them.

We are proud to be an equal opportunity workplace committed to building a team culture that celebrates learning, diversity and inclusion. If you're hungry to grow your skills while growing a company, your sense of urgency matches the size of our market opportunity, and you value and enable team mates' contributions, then come join us!


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