Director of Partner Sales, Financial Services

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September 26

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Workiva

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SaaS • Enterprise • Finance

Workiva is a comprehensive platform designed for corporate reporting, ESG, audit, and risk management. It offers integrated reporting solutions that connect data, unify processes, and empower teams to focus on value-added work. Over 6000 international companies trust Workiva for its ability to streamline workflows and provide a single source of truth for financial and non-financial data. The platform incorporates cutting-edge technology, including AI and automation, to enhance security and compliance with current and future regulatory requirements. Workiva's solutions are tailored to various sectors, including banking, insurance, and investments, and the platform supports teams in accounting, finance, audit, risk, and sustainability.

1001 - 5000 employees

Founded 2008

☁️ SaaS

🏢 Enterprise

💸 Finance

💰 $689.3k Venture Round on 2014-10

📋 Description

• Develop and execute the Go to Market Strategy for Channel and Alliances for Workiva's Financial Services vertical (Insurance, Investments, Banking) • Identify and establish new partnership opportunities and optimize existing partner relationships • Develop offerings and accelerators relevant to the Financial Services vertical while driving net-new growth • Work closely with the VP of Global Channels & Alliances and the VP of Sales - Financial Services • Cross-organizational alignment with Account Executives, Alliance Directors, Marketing, Product Development, Solutions, Customer Success, and Sales Operations • Provide leadership in executive level relationship management, contracting strategy, and market intelligence • Drive sourced and co-sell bookings, partner recruitment & activation, partner enablement and delivery excellence • Manage escalations, pipeline development, and pipe nurture • Represent Workiva at customer meetings and events (travel up to 35%)

🎯 Requirements

• 8+ years of related experience in software and/or SaaS and/or consulting • Undergraduate Degree or equivalent combination of education and experience in a related field • Consulting experience with Big 4 and/or Top Tier Consulting & Advisory Firms (preferred) • Proven ability to develop and execute a strategy involving multiple stakeholders • Experience selling in the Financial Services Vertical • Self-motivated with strong propensity for action, results and continuous improvement • Experience interacting cross-functionally in a matrix-oriented environment (including sales, services, product, customer success, marketing, operations) • Ability to identify ways to successfully develop and execute a strategy • Ability to engage and collaborate with senior leaders and external Partners • Negotiation, influencing, collaboration and conflict resolution skills • Exceptional organizational skills with the ability to multitask and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines • Excellent judgment and creative problem-solving/critical thinking skills • Thrives in a collaborative environment and strong ability to be flexible in work approach based on business needs • Up to 35% travel across North America for regular customer meetings and events • Reliable internet access required for any period of time working remotely and not in a Workiva office

🏖️ Benefits

• On Target Earnings (OTE) range in the US: 222,000.00 - 357,000.00 USD Annual • Eligible for commission based on sales performance • Restricted Stock Units granted at time of hire • 401(k) match • Comprehensive employee benefits package • Workiva supports employees working from an office or remotely from any location within their country of employment • Comprehensive security and privacy training tailored to roles