The Senior Account Executive - Strategic Financial Services - New Customer Acquisitions is responsible for obtaining new business sales opportunities from Executive-level buyers and influencers in the Financial Services vertical. Strategic Account Executives are focused on selling Workiva’s core platform and collaborate with other Workiva Solution Sales teams to deliver multi-solution sales across our largest customer accounts.
Successful candidates will build relationships and identify Workiva products and solutions that meet customer needs to drive customer acquisition within an assigned territory. Sales growth is attained through new customer subscriptions, professional services, delivery and training.
What You’ll Do
Actively seek out sales opportunities in collaboration with peer Sales teams, Inside Sales, and Partnerships to generate qualified sales pipeline
Utilize information gathered during the needs analysis phase to deliver a compelling demonstration of the Workiva platform
Skillfully address customer objections - removing obstacles - and finding solutions to various client challenges
Lead the sales process naturally - guiding it to a close by effectively showcasing Workiva's value proposition
Regularly and promptly update customer relationship management tools to report customer contacts
Provide consistent and accurate forward-looking information through pipeline analysis to forecast sales
Rally internal support to pursue an account and optimize internal resources
Prioritize selling activities and ensure timely follow-through
Maintain a strong understanding of Workiva products through a commitment to ongoing training and a growth mindset
What You'll Need
Minimum Qualifications
6 years of New Logo 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
Preferred Qualifications
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
Experience in a hunter role selling to new logo Financial Services Customers
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.
Ability to manage multiple complex sales cycles simultaneously
Ability to negotiate pricing with a focus on retaining value
Travel Requirements and Working Conditions
Up to 30% travel for regular customer meetings and events
Reliable internet access required for any period of time working remotely and not in a Workiva office
How You’ll Be Rewarded
✅ Salary range in the US: $106,000.00 - $172,000.00✅ 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.
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 [email protected].
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.
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What We Do
Workiva simplifies complex work for thousands of organizations around the world, including 85% of the Fortune 500®. Our cloud technology, the Workiva platform, is a fit-for-purpose, connected reporting and compliance platform that enables our customers to streamline processes, connect data and teams, and ensure consistency—all within a controlled, secure, audit-ready platform. Workiva customers connect critical business data directly from source systems to our cloud platform, seamlessly enabling collaboration and deep integration into existing workstreams. The Workiva platform provides unparalleled trust, transparency, and assurance for all stakeholders. That’s why thousands of enterprises across 170 countries use the Workiva platform.
Why Work With Us
Our mission at Workiva—powering transparent reporting for a better world—is driven by company values and principles. They inspire and guide what we do—from how we build our software to how we treat our employees. Here you have the freedom and resources you need—backed by a culture of collaboration and diverse thought—to keep breaking new ground.
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