Workiva

Workiva

Strategic Account Executive - Financial Services

USA - Remote

Sponsorship not specified$212k-$344kDetected 14 days ago
CRMSalesAccount ManagementPipeline ManagementForecastingCustomer SuccessLeadership

About the role

  • 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.

Responsibilities

  • Develop, own, and execute a strategic territory plan designed to expand Workiva's footprint across large Financial Services institutions within an assigned patch.
  • Build and maintain a healthy pipeline of qualified opportunities by working closely with Workiva's matrix team, including Solution Sales overlays, Inside Sales, Solution Engineering, Partnerships, Customer Success, and Marketing.
  • Engage and align with executive-level stakeholders, including C-suite leaders and senior business owners, to understand key initiatives, uncover business challenges, and position Workiva as a strategic platform partner.
  • Partner with Solution Consulting (Solutions Engineering) and Solution Sales Executives to translate customer needs into compelling Workiva platform demonstrations, business cases, and value-based recommendations.
  • Coordinate internal resources across Sales, Solutions, Services, Partnerships, Legal, Deal Desk, Customer Success, and Executive Leadership to support account strategy and advance priority opportunities.
  • Maintain disciplined pipeline management, accurate CRM hygiene, and reliable forecasting by providing timely updates, clear next steps, and thoughtful forward-looking deal analysis.
  • Prioritize high-impact selling activities, consistently follow through on customer and internal commitments, and maintain a strong command of Workiva's platform, solutions, market position, and Financial Services use cases.
  • Workiva is the platform designed to bring confidence, control, and a competitive edge to the world's most complex organizations.
  • The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny.
  • Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.

Requirements

  • 6 years of sales experience in a related role, selling to Executive-level buyers in enterprise technology, Software as a Service (SaaS) or similar complex solution sales
  • Bachelor's degree or equivalent relevant career experience
  • 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.
  • Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Nice to have

  • Understanding of the Software as a Service (SaaS) business model
  • Capability for achieving (and exceeding) sales quota targets
  • Experience selling to the office of the CFO
  • Ability to demonstrate complex software applications
  • Strong business acumen and ability to understand complex business issues
  • Executive presence
  • ability to communicate at the most senior level
  • Ability to identify and understand the power of influencers versus buyers and how to navigate the nuances of each during the sales cycle.

Compensation

  • 212,000.00 - 344,000.00 USD Annual ✅ Eligible for commission based on sales performance
  • The salary range represents the low and high end of the salary range for this job in the US.
  • The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Benefits

  • ✅ Restricted Stock Units granted at time of hire
  • ✅ 401(k) match and comprehensive employee benefits package

Visa & Work Authorization

  • ability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic
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This listing is sourced directly from Workiva's careers page and normalized into a canonical job model.