Strategic Account Executive – Financial Services

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🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Workiva

Workiva

1001 - 5000 Mitarbeiter

Gegründet 2008

💼 Beratung

🏥 Gesundheitswesen

📦 Logistik

Consulting • Healthcare • Logistics

Workiva ist eine cloudbasierte, KI-gestützte Plattform, die Finanzberichterstattung, Risiko- und Compliance-Management sowie Nachhaltigkeitsberichterstattung vereint. Sie ermöglicht es Teams, Daten über Systeme hinweg zu verknüpfen, in Echtzeit zusammenzuarbeiten, Berichte zu automatisieren (einschließlich XBRL-Tagging) und die Prüfbarkeit und Nachvollziehbarkeit für regulierte Offenlegungen und Prüfprozesse aufrechtzuerhalten. Workiva bedient große Unternehmen sowie Finanz-, Rechts-, Prüfungs- und Nachhaltigkeitsteams, um die Berichterstattung zu beschleunigen, die Genauigkeit zu verbessern und Risiken zu reduzieren.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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

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