
SaaS • Finance • Compliance
Workiva is a cloud-based, AI-powered platform that unifies financial reporting, risk and compliance management, and sustainability reporting. It enables teams to connect data across systems, collaborate in real time, automate reporting (including XBRL tagging), and maintain auditability and traceability for regulated disclosures and assurance processes. Workiva serves large enterprises and finance, legal, audit, and sustainability teams to accelerate reporting, improve accuracy, and reduce risk.
1001 - 5000 employees
Founded 2008
☁️ SaaS
💸 Finance
📋 Compliance
October 29
🌵 Arizona – Remote
🏄 California – Remote
+2 more states
💵 $86k - $138k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive

SaaS • Finance • Compliance
Workiva is a cloud-based, AI-powered platform that unifies financial reporting, risk and compliance management, and sustainability reporting. It enables teams to connect data across systems, collaborate in real time, automate reporting (including XBRL tagging), and maintain auditability and traceability for regulated disclosures and assurance processes. Workiva serves large enterprises and finance, legal, audit, and sustainability teams to accelerate reporting, improve accuracy, and reduce risk.
1001 - 5000 employees
Founded 2008
☁️ SaaS
💸 Finance
📋 Compliance
• Actively seek out sales opportunities in collaboration with peer Sales teams, Inside Sales, and Partnerships to generate qualified sales pipeline • Utilize information gathered during the needs analysis phase to deliver a compelling demonstration of the Workiva platform • Skillfully address customer objections - removing obstacles - and finding solutions to various client challenges • Lead the sales process naturally - guiding it to a close by effectively showcasing Workiva's value proposition • Regularly and promptly update customer relationship management tools to report customer contacts • Provide consistent and accurate forward-looking information through pipeline analysis to forecast sales • Develop and execute a sales strategy with purposeful action to secure the sale • Rally internal support to pursue an account and optimize internal resources • Prioritize selling activities and ensure timely follow-through • Maintain a strong understanding of Workiva products through a commitment to ongoing training and a growth mindset
• 4+ years sales experience in a related role selling to Executive-level buyers • Undergraduate Degree or equivalent combination of knowledge and related career experience • Understanding of the Software as a Service (SaaS) business model • Experience selling to Banking Customers • 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 • 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 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 • Capability for achieving (and exceeding) sales quota targets
• Eligible for commission based on sales performance • Restricted Stock Units granted at time of hire • 401(k) match and comprehensive employee benefits package
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