Partner Sales Executive – Financial Services, Investment

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Oversee daily partner sales interactions within the Financial Services and Investment sectors, encompassing pipeline and deal management.

• Collaborate with regional sales leaders to synchronize partner initiatives with local objectives, ensuring the success of commercial partnerships.

• Take ownership of partner-sourced pipeline development and co-selling execution.

• Advance key opportunities with partners and sales teams to achieve regional revenue targets.

• Identify gaps in pipeline and partner coverage, formulating action plans in conjunction with sales leadership.

• Engage in strategic account and whitespace planning alongside partners and internal teams.

• Direct regional and account-level sales co-selling strategies throughout the sales cycle.

• Cultivate and enhance relationships with consulting, advisory, technology, and implementation partners serving Financial Services clients.

• Interact with senior stakeholders from partners and Financial Services clients to bolster executive alignment and facilitate strategic opportunities.

• Support sales participation in regional webinars, dinners, and various events.

• Collaborate with partners on regional marketing strategies.

• Monitor partner performance to ensure regional and solution-specific commercial objectives are achieved.

• Develop a comprehensive understanding of the Financial Services and Investment landscape to pinpoint partner-led growth opportunities.

⛳️ Requirements

• At least 5+ years of relevant experience in software, SaaS, and/or consulting, particularly in selling to large enterprise commercial clients.

• Proven experience in engaging with or selling to Financial Services organizations, ideally across banking, insurance, asset management, investment management, or similar sectors.

• Significant experience in selling solutions through partner channels.

• A Bachelor's Degree or a comparable combination of education and experience in a related discipline.

• Prior experience managing relationships between global consulting firms and software vendors, preferably within the Financial Services ecosystem.

• In-depth understanding of the Financial Services ecosystem and the role of consulting, advisory, and technology partners in enterprise purchasing decisions.

• Established relationships within the Financial Services and/or Investment partner ecosystem are strongly preferred.

• Demonstrated ability to formulate and implement a strategy involving multiple stakeholders.

• Self-driven with a strong inclination towards action, results, and ongoing improvement.

• Experience in cross-functional interactions in a matrix-oriented environment is essential, including roles in sales, services, product, customer success, marketing, and operations.

• Capability to identify effective methods for developing and executing a strategy.

• Proficiency in engaging and collaborating with senior leaders and external partners.

• Skills in negotiation, influencing, collaboration, and conflict resolution.

• Outstanding organizational abilities with the capacity to multitask and manage various processes, programs, and procedures simultaneously while performing under pressure to meet deadlines.

• Excellent judgment coupled with strong creative problem-solving and critical thinking abilities.

• Flexibility in work approach based on business requirements.

• Willingness to travel up to 35% for regular client meetings and events.

• Reliable internet access is required when working remotely outside a Workiva office.

🏝️ Benefits

• Reliable internet access is mandatory for any duration spent working remotely and not within a Workiva office.

• Equal Opportunity Employer.

• Reasonable accommodations available for applicants with disabilities.

• Comprehensive security and privacy training customized to employees’ roles.