Strategic Account Executive – Financial Services

🕒 vor 25 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $212.000 - $344.000 / Jahr

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

🧑‍💼 Vertriebsmitarbeiter

🦅 H1B-Visum-Sponsor

info

🗣️🇺🇸🇬🇧 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 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.

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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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