Strategic Account Executive – Financial Services

🕒 Ontem

🌽 Illinois, New York, +2 estados a mais – Remoto

🌽 Illinois – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🤠 Texas – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

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Workiva

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2008

💼 Consultoria

🏥 Saúde

📦 Logística

Consulting • Healthcare • Logistics

A Workiva é uma plataforma na nuvem, impulsionada por inteligência artificial, que unifica relatórios financeiros, gestão de riscos e conformidade, e relatórios de sustentabilidade. Ela permite que as equipes conectem dados entre sistemas, colaborem em tempo real, automatizem relatórios (incluindo marcação XBRL) e mantenham auditabilidade e rastreabilidade para divulgações reguladas e processos de garantia. A Workiva atende grandes empresas e equipes de finanças, jurídico, auditoria e sustentabilidade para acelerar relatórios, melhorar a precisão e reduzir riscos.

Descrição

• Develop, own, and execute a strategic territory plan to expand Workiva’s footprint across large Financial Services institutions within an assigned patch • Build and maintain a healthy pipeline of qualified opportunities with matrix sales and customer teams • Identify expansion opportunities across existing customer relationships, business units, use cases, solutions, and executive stakeholders • Engage C-suite leaders and senior business owners to uncover initiatives and position Workiva as a strategic platform partner • Manage complex enterprise sales cycles from discovery through close using MEDDICC/MEDDPICC principles • Partner with Solution Consulting and Solution Sales Executives on platform demonstrations, business cases, and value-based recommendations • Anticipate and address business, technical, commercial, and organizational objections • Coordinate internal resources across Sales, Solutions, Services, Partnerships, Legal, Deal Desk, Customer Success, and Executive Leadership • Maintain accurate CRM records, disciplined pipeline management, and reliable forecasting • Prioritize high-impact selling activities and maintain command of Workiva’s platform, solutions, market position, and Financial Services use cases

🎯 Requisitos

• Minimum 6 years of sales experience in a related role • Experience selling to executive-level buyers in enterprise technology, SaaS, or similar complex solution sales • Bachelor’s degree or equivalent relevant career experience • Understanding of the SaaS business model • Capability for achieving and exceeding sales quota targets • Experience selling to the office of the CFO • Experience selling to Financial Services customers • Ability to demonstrate complex software applications • Strong business acumen and ability to understand complex business issues • Executive presence and ability to communicate at the most senior level • Ability to identify and navigate influencers versus buyers during the sales cycle • Ability to manage multiple complex sales cycles simultaneously • Ability to negotiate pricing while retaining value • Up to 30% travel for customer meetings and events • Reliable internet access required when working remotely • Must be authorized to work in the U.S. on a permanent basis • Workiva will not provide visa sponsorship

🏖️ Benefícios

• Eligible for commission based on sales performance • Restricted Stock Units granted at time of hire • 401(k) match • Comprehensive employee benefits package • Remote work option from any location within the employee's country of employment • Reasonable accommodations for applicants with disabilities