Strategic Account Executive – Financial Services

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

📋 Description

• Develop, own, and implement a strategic territory plan to enhance Workiva's presence within major Financial Services institutions in a designated area.

• Establish and sustain a robust pipeline of qualified opportunities in collaboration with matrix sales and customer teams.

• Identify growth opportunities within existing customer relationships, business units, use cases, solutions, and executive stakeholders.

• Engage with C-suite leaders and senior business owners to discover initiatives and position Workiva as a strategic platform partner.

• Manage intricate enterprise sales cycles from discovery to closure, utilizing MEDDICC/MEDDPICC principles.

• Collaborate with Solution Consulting and Solution Sales Executives on platform demonstrations, business cases, and value-driven recommendations.

• Anticipate and resolve business, technical, commercial, and organizational objections.

• Coordinate internal resources across Sales, Solutions, Services, Partnerships, Legal, Deal Desk, Customer Success, and Executive Leadership.

• Maintain precise CRM records, disciplined pipeline management, and dependable forecasting.

• Prioritize high-impact selling activities and maintain a thorough understanding of Workiva’s platform, solutions, market position, and Financial Services use cases.

⛳️ Requirements

• A minimum of 6 years of sales experience in a relevant role.

• Proven experience selling to executive-level buyers in enterprise technology, SaaS, or similar complex solution sales.

• Bachelor’s degree or equivalent relevant professional experience.

• Knowledge of the SaaS business model.

• Proven ability to meet and exceed sales quota targets.

• Experience selling to the office of the CFO.

• Experience working with Financial Services customers.

• Proficiency in demonstrating complex software applications.

• Strong business acumen and the ability to comprehend complex business issues.

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

• Ability to identify and navigate influencers versus buyers during the sales process.

• Capability to manage multiple complex sales cycles concurrently.

• Skilled in negotiating pricing while maintaining value.

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

• Reliable internet access is necessary when working remotely.

• Must have authorization to work in the U.S. on a permanent basis.

• Workiva will not provide visa sponsorship.

🏝️ Benefits

• Eligible for commission based on sales performance.

• Restricted Stock Units granted at the time of hire.

• 401(k) matching available.

• Comprehensive employee benefits package.

• Remote work option from any location within the employee's country of employment.

• Reasonable accommodations for applicants with disabilities.