Senior Account Executive – Corporate Financial Services
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Job Description
Senior Account Executive selling Workiva’s AI-powered platform to insurance and investment customers. Driving enterprise sales, customer expansion, and multi-solution adoption.
Responsibilities:
- Obtain new business and customer expansion sales opportunities from executive-level buyers and influencers in the Financial Services vertical, focusing on Insurance and Investment customers
- Sell Workiva’s core platform and collaborate with other Workiva Solution Sales teams to deliver multi-solution sales
- Build relationships and identify Workiva products and solutions that meet customer needs
- Drive customer acquisition within an assigned territory through new customer subscriptions, professional services, delivery and training
- Seek out sales opportunities with peer Sales teams, Inside Sales and Partnerships to generate qualified sales pipeline
- Partner with the Solutions Consulting Team to use needs-analysis information to deliver compelling Workiva platform demonstrations
- Address customer objections, remove obstacles and find solutions to client challenges
- Lead sales processes to close by showcasing Workiva’s value proposition
- Update customer relationship management tools with customer contacts
- Analyze pipelines and provide accurate forward-looking sales forecasts
- Develop and execute sales strategies to secure sales
- Rally internal support and optimize internal resources for accounts
- Prioritize selling activities and ensure timely follow-through
- Maintain strong knowledge of Workiva products through ongoing training
- Share knowledge, successes, lessons learned and best practices with peers
Requirements:
- 6+ years sales experience in a related role selling to Executive-level buyers - enterprise technology, Software as a Service (SaaS) or similar complex solution sales
- Undergraduate Degree or equivalent combination of knowledge and related career experience
- Understanding of the Software as a Service (SaaS) business model
- Experience selling to Investment Customers
- Experience selling to customers in the Insurance vertical and familiarity with NAIC, insurance statutory reporting, etc.
- Experience selling to the office of the CFO
- Ability to demonstrate complex software applications
- Demonstrated experience navigating and delivering sales success across enterprise organizations
- Strong business acumen and ability to understand complex business challenges
- Executive presence; ability to communicate at the most senior level
- Ability to identify and understand the power of influencers versus buyers and 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
- Capability for achieving and exceeding sales quota targets
- Up to 30% travel for regular customer meetings and events
- Reliable internet access for any period of time working remotely, not in a Workiva office
- Candidates must be authorized to work in the U.S. on a permanent basis
- Workiva will not provide visa sponsorship for this position
Benefits:
- On Target Earnings (OTE) range in the US: 212,000.00 - 345,000.00 USD Annual
- Eligible for commission based on sales performance
- Restricted Stock Units granted at time of hire
- 401(k) match
- Comprehensive employee benefits package
- Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment
- Reasonable accommodations for applicants with disabilities
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