Account Executive – Corporate Financial Services

This is a fully remote position, open to applicants in Arizona, +3 more states.

📋 Description

• Identify customer expansion sales opportunities from executive-level decision-makers and influencers within the Financial Services sector.

• Promote Workiva’s core platform while collaborating with Solution Sales teams to facilitate multi-solution sales.

• Cultivate relationships and pinpoint Workiva products and solutions that align with customer requirements.

• Drive customer acquisition in a designated territory through subscriptions, professional services, delivery, and training.

• Pursue sales opportunities alongside peer Sales teams, Inside Sales, and Partnerships to build a qualified pipeline.

• Conduct needs assessments and provide impactful demonstrations of the Workiva platform.

• Address customer concerns and resolve client challenges effectively.

• Manage sales processes to close deals by highlighting Workiva’s value proposition.

• Update customer relationship management systems with relevant customer contact information.

• Analyze sales pipeline and deliver accurate forecasts.

• Formulate and implement sales strategies to achieve sales goals.

• Gather internal support and optimize available resources.

• Prioritize sales activities and ensure prompt follow-up.

• Keep product knowledge current through ongoing training.

⛳️ Requirements

• Minimum of 4 years of sales experience in a relevant role targeting Executive-level buyers, enterprise technology, Software as a Service (SaaS), or similar complex solution sales.

• Bachelor's Degree or an equivalent combination of education and relevant professional experience.

• Familiarity with the Software as a Service (SaaS) business model.

• Experience in selling to Investment Customers.

• Proven track record of selling to clients in the Insurance sector, with knowledge of NAIC and insurance statutory reporting.

• Experience selling to the office of the CFO.

• Ability to demonstrate intricate software applications.

• Strong business insight and capability to comprehend complex business challenges.

• Executive presence with the ability to communicate effectively at the highest levels.

• Skill in recognizing and understanding the influence of various stakeholders and navigating the nuances of the sales cycle.

• Proficiency in managing multiple complex sales cycles concurrently.

• Competence in negotiating pricing while focusing on retaining value.

• Proven ability to achieve and surpass sales quota targets.

• Reliable internet access for remote work.

• Must possess authorization to work permanently in the U.S.

• Willingness to travel up to 30% for regular customer engagements and events.

🏝️ Benefits

• Eligible for commission based on performance in sales.

• Restricted Stock Units awarded upon hire.

• 401(k) matching program.

• Comprehensive benefits package for employees.

• Flexible work arrangements: office-based or remote from any location within the country of employment.

• Reasonable accommodations available for applicants with disabilities.