Account Executive – Corporate Financial Services

🔥 0 minutes ago

🌵 Arizona, California, +2 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🎰 Nevada – Remote

💵 $172k - $280k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Workiva

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2008

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

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

• Obtain customer expansion sales opportunities from executive-level buyers and influencers in the Financial Services vertical • Sell Workiva’s core platform and collaborate with Solution Sales teams to deliver multi-solution sales • Build relationships and identify Workiva products and solutions that meet customer needs • Drive customer acquisition within an assigned territory through subscriptions, professional services, delivery, and training • Seek sales opportunities with peer Sales teams, Inside Sales, and Partnerships to generate qualified pipeline • Conduct needs analysis and deliver compelling demonstrations of the Workiva platform • Address customer objections and solve client challenges • Lead sales processes to close by showcasing Workiva’s value proposition • Update customer relationship management tools with customer contacts • Analyze pipeline and provide accurate forecasts • Develop and execute sales strategies to secure sales • Rally internal support and optimize internal resources • Prioritize sales activities and ensure timely follow-through • Maintain product knowledge through ongoing training

🎯 Requirements

• 4+ years sales experience in a related role selling to Executive-level buyers, enterprise technology, Software as a Service (SaaS) or similar complex solution sales • Undergraduate Degree or equivalent combination of knowledge and related career experience • Understanding of the Software as a Service (SaaS) business model • Experience selling to Investment Customers • Experience selling to customers in the Insurance vertical and familiarity with NAIC, insurance statutory reporting, etc. • Experience selling to the office of the CFO • Ability to demonstrate complex software applications • Strong business acumen and ability to understand complex business challenges • Executive presence; ability to communicate at the most senior level • Ability to identify and understand the power of influencers versus buyers and navigate sales-cycle nuances • Ability to manage multiple complex sales cycles simultaneously • Ability to negotiate pricing with a focus on retaining value • Capability for achieving and exceeding sales quota targets • Reliable internet access when working remotely • Must be authorized to work in the U.S. on a permanent basis • Up to 30% travel for regular customer meetings and events

🏖️ Benefits

• Eligible for commission based on sales performance • Restricted Stock Units granted at time of hire • 401(k) match • Comprehensive employee benefits package • Flexible work location: office or remotely from any location within the country of employment • Reasonable accommodations for applicants with disabilities