Strategic Account Executive – Financial Services

🕒 Julho 9

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $212.000 - $344.000 / ano

⏰ 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 designed to expand Workiva’s footprint across large Financial Services institutions within an assigned patch. • Build and maintain a healthy pipeline of qualified opportunities by working closely with Workiva’s matrix team, including Solution Sales overlays, Inside Sales, Solution Engineering, Partnerships, Customer Success, and Marketing. • Identify expansion opportunities across existing customer relationships by understanding each account’s business priorities, organizational structure, buying process, current platform usage, and long-term strategic initiatives. • Engage and align with executive-level stakeholders, including C-suite leaders and senior business owners, to understand key initiatives, uncover business challenges, and position Workiva as a strategic platform partner. • Manage complex enterprise sales cycles from initial discovery through close, applying a strong understanding of MEDDICC/MEDDPICC principles to qualify opportunities, identify decision criteria, build consensus, and drive predictable outcomes. • Partner with Solution Consulting (Solutions Engineering) and Solution Sales Executives to translate customer needs into compelling Workiva platform demonstrations, business cases, and value-based recommendations. • Anticipate and address customer objections by understanding the underlying business, technical, commercial, and organizational challenges that may impact deal progression. • Coordinate internal resources across Sales, Solutions, Services, Partnerships, Legal, Deal Desk, Customer Success, and Executive Leadership to support account strategy and advance priority opportunities. • Maintain disciplined pipeline management, accurate CRM hygiene, and reliable forecasting by providing timely updates, clear next steps, and thoughtful forward-looking deal analysis. • Prioritize high-impact selling activities, consistently follow through on customer and internal commitments, and maintain a strong command of Workiva’s platform, solutions, market position, and Financial Services use cases.

🎯 Requisitos

• 6 years of sales experience in a related role, selling to Executive-level buyers in enterprise technology, Software as a Service (SaaS) or similar complex solution sales • Bachelor's degree or equivalent relevant career experience • Understanding of the Software as a Service (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; ability to communicate at the most senior level • Ability to identify and understand the power of influencers versus buyers and how to 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

🏖️ Benefícios

• Eligible for commission based on sales performance • Restricted Stock Units granted at time of hire • 401(k) match and comprehensive employee benefits package