Strategic Account Executive – Financial Services

🔥 0 minutes ago

🌽 Illinois, New York, +2 more states – Remote

🌽 Illinois – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

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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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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