Sales Development Representative

🕒 May 8

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Workiva

1001 - 5000 employees

Founded 2008

☁️ SaaS

💸 Finance

📋 Compliance

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.

📋 Description

• Partner closely with Account Executives to develop ongoing engagement strategy with assigned customer and prospect accounts to drive revenue goals • Provide baseline research and intelligence within target accounts to identify key contacts and critical account information • Prospect into target accounts via high-volume cold-calling (60-80 calls/day), outbound prospecting, networking, email, e-marketing, campaigns, and social outreach • Qualify leads/contacts based upon specifically defined criteria to transition meaningful sales leads into the pipeline • Learn and demonstrate a fundamental understanding of Workiva’s Platform, and clearly articulate its capabilities and advantages to decision makers • Contribute to critical functions associated with fulfilling the sales cycle (forecasting, reporting, CRM maintenance, correspondence, and communications) • Drive attendance to various events (webinars, roadshows, Amplify, conferences, etc.), and provide post-event follow-up • Develop and maintain a current understanding of Workiva’s latest product offerings, and competitive product/ market knowledge

🎯 Requirements

• Requires an Associate’s degree and a minimum of 3 years of related experience • Successful experience in a similar role- preferably lead generation/sales development preferred. • Salesforce CRM experience strongly preferred • Proven track record of creating revenue-generating opportunities and quota attainment • Proven ability to understand and successfully promote technical offerings and solution sets • Excellent verbal, written, and interpersonal communication skills with a professional demeanor • Self-motivated with strong propensity for action, results, and continuous improvement • Exceptional organizational skills with the ability to multitask and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines

🏖️ Benefits

• On Target Earnings (OTE) range in the US: 76,000.00 - 114,000.00 USD Annual • 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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