Senior Account Executive – Corporate Financial Services

This is a fully remote position, open to applicants in Connecticut, +4 more states.

📋 Description

• Acquire new business and expand customer sales opportunities from executive-level buyers and influencers within the Financial Services sector, specifically targeting Insurance and Investment clients.

• Market Workiva’s core platform and collaborate with various Workiva Solution Sales teams to provide multi-solution sales.

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

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

• Identify sales opportunities in collaboration with peer Sales teams, Inside Sales, and Partnerships to create a qualified sales pipeline.

• Collaborate with the Solutions Consulting Team to utilize needs-analysis data for delivering impactful Workiva platform demonstrations.

• Address customer objections, eliminate barriers, and devise solutions to client challenges.

• Lead the sales process to closure by effectively showcasing Workiva’s value proposition.

• Maintain updates in customer relationship management tools with relevant customer contacts.

• Analyze sales pipelines and offer accurate forward-looking sales forecasts.

• Develop and implement sales strategies to secure sales.

• Mobilize internal support and optimize internal resources for accounts.

• Prioritize sales activities and ensure timely follow-up.

• Maintain a comprehensive understanding of Workiva products through continuous training.

• Share knowledge, successes, insights, and best practices with colleagues.

⛳️ Requirements

• Over 6 years of sales experience in a relevant role targeting Executive-level buyers – including enterprise technology, Software as a Service (SaaS), or similar complex solution sales.

• Bachelor's Degree or equivalent combination of knowledge and relevant career experience.

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

• Experience selling to Investment Customers.

• Proven experience selling to customers in the Insurance sector and understanding of NAIC, insurance statutory reporting, etc.

• Background in selling to the office of the CFO.

• Capability to demonstrate complex software applications.

• Documented experience in navigating and achieving sales success within enterprise organizations.

• Strong business acumen with the ability to comprehend complex business challenges.

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

• Ability to identify and leverage the influence of various stakeholders during the sales cycle.

• Skill in managing multiple complex sales cycles concurrently.

• Competence in negotiating pricing while focusing on value retention.

• Proven capability in meeting and exceeding sales quota targets.

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

• Reliable internet access for remote work, not conducted in a Workiva office.

• Candidates must be authorized to work in the U.S. permanently.

• Workiva will not sponsor visas for this position.

🏝️ Benefits

• On Target Earnings (OTE) range in the US: $212,000.00 - $345,000.00 USD annually.

• Eligible for commission based on sales performance.

• Restricted Stock Units granted upon hire.

• 401(k) matching contributions.

• Comprehensive employee benefits package.

• Workiva supports employees in working from their preferred location - either from an office or remotely within their country of employment.

• Reasonable accommodations provided for applicants with disabilities.