Partner Sales Executive – Financial Services, Investment

🔥 2 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🇬🇧 UK Skilled Worker Visa Sponsor

This company has sponsored UK Skilled Worker visas in the past.

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Workiva

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2008

💼 Consulting

🏥 Healthcare

📦 Logistics

💰 $689.3k Venture Round on 2014-10

Consulting • Healthcare • Logistics

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.

📋 Description

• Manage day-to-day partner sales discussions across the Financial Services and Investment market, including pipeline and deal management • Work with regional sales leaders to align partner efforts with local goals and ensure commercial partnership success • Own partner-sourced pipeline development and co-sell execution • Progress priority opportunities with partners and sales teams to deliver regional revenue goals • Identify pipeline and partner coverage gaps and develop action plans with sales leadership • Participate in strategic account and whitespace planning with partners and internal teams • Lead regional and account-level sales co-selling motions throughout the sales cycle • Build and strengthen relationships with consulting, advisory, technology, and implementation partners serving Financial Services customers • Engage senior stakeholders across partners and Financial Services customers to strengthen executive alignment and support strategic opportunities • Assist with sales involvement in regional webinars, dinners, and other events • Collaborate with partners on regional marketing initiatives • Track partner performance and ensure regional and solution commercial goals are met • Develop understanding of the Financial Services and Investment ecosystem to identify partner-led growth opportunities

🎯 Requirements

• Minimum 5+ years of related experience in software, SaaS, and/or consulting, including selling to large enterprise commercial customers • Experience working with or selling into Financial Services organisations, ideally across banking, insurance, asset management, investment management, or related sectors • Extensive experience selling solutions through partner channels • Undergraduate Degree or equivalent combination of education and experience in a related field • Previous experience managing relationships between global consulting firms and software vendors, ideally within the Financial Services ecosystem • Strong understanding of the Financial Services ecosystem and how consulting, advisory, and technology partners influence enterprise buying decisions • Existing relationships within the Financial Services and/or Investment partner ecosystem are highly desirable • Proven ability to develop and execute a strategy involving multiple stakeholders • Self-motivated with a strong propensity for action, results, and continuous improvement • Experience interacting cross-functionally in a matrix-oriented environment critical, including sales, services, product, customer success, marketing, and 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 organisational 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 • Ability to be flexible in work approach based on business needs • Up to 35% travel for regular customer meetings and events • Reliable internet access required when working remotely outside a Workiva office

🏖️ Benefits

• Reliable internet access required for any period of time working remotely and not in a Workiva office • Equal Opportunity Employer • Reasonable accommodations for applicants with disabilities • Comprehensive security and privacy training tailored to employees’ roles

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