Workiva, Inc

Senior Account Executive - Corporate Financial Services

Workiva, Inc$212K — $344K *
US-Anywhere
+ 4 other locationsRemote
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years of sales experience targeting executive buyers in enterprise technology or SaaS environments
  • Undergraduate degree or equivalent career experience
  • Familiarity with the SaaS business model
  • Experience selling to investment customers and within the insurance sector
  • Ability to present complex software solutions effectively
  • Strong negotiation skills with a focus on value retention
  • Proven track record of exceeding sales quota targets

Responsibilities

  • Seek out new sales opportunities in collaboration with peers and internal teams
  • Partner with Solutions Consulting to deliver compelling product demonstrations
  • Address and resolve customer objections effectively
  • Guide the sales process to closure, showcasing Workiva's value
  • Maintain accurate customer relationship management updates
  • Provide accurate forecasts through sales pipeline analysis
  • Develop and implement a proactive sales strategy

Benefits

  • Eligible for commission based on sales performance
  • Restricted Stock Units granted upon hire
  • 401(k) match
  • Comprehensive employee benefits package
Full Job Description
This Senior Account Executive -Corporate Financial Services Team is responsible for obtaining new business and customer expansion sales opportunities from executive-level buyers and influencers in the Financial Services vertical, with a focus on Insurance and Investment customers. Senior Account Executives are focused on selling Workiva's core platform and collaborate with other Workiva Solution Sales teams to deliver multi-solution sales.

Successful candidates will build relationships and identify Workiva products and solutions that meet customer needs to drive customer acquisition within an assigned territory. Sales growth is attained through new customer subscriptions, professional services, delivery and training.

What You'll Do

  • Actively seek out sales opportunities in collaboration with peer Sales teams, Inside Sales, and Partnerships to generate qualified sales pipeline
  • Partner with the Solutions Consulting Team to utilize information gathered during the needs analysis phase to deliver a compelling demonstration of the Workiva platform
  • Skillfully address customer objections - removing obstacles - and finding solutions to various client challenges
  • Lead the sales process naturally - guiding it to a close by effectively showcasing Workiva's value proposition
  • Regularly and promptly update customer relationship management tools to report customer contacts
  • Provide consistent and accurate forward-looking information through pipeline analysis to forecast sales
  • Develop and execute a sales strategy with purposeful action to secure the sale
  • Rally internal support to pursue an account and optimize internal resources
  • Prioritize selling activities and ensure timely follow-through
  • Maintain a strong understanding of Workiva products through a commitment to ongoing training and a growth mindset
  • Share knowledge, successes, lessons learned and best practices with peers across teams


What You'll Need

Minimum Qualifications
  • 6+ 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

Preferred Qualifications
  • 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
  • Demonstrated experience navigating and delivering sales success across enterprise organizations
  • Strong business acumen and 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 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
  • Capability for achieving (and exceeding) sales quota targets


Travel Requirement & Working Conditions

  • Up to 30% travel for regular customer meetings and events
  • Reliable internet access for any period of time working remotely, not in a Workiva office


How You'll Be Rewarded
• On Target Earnings (OTE) range in the US: 212,000.00 - 344,000.00 USD Annual
• Eligible for commission based on sales performance
• Restricted Stock Units granted at time of hire
• 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

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About Workiva, Inc

Workiva Inc. is a global software company headquartered in Ames, Iowa. The company provides cloud-based solutions for connected reporting and compliance, enabling collaboration and data integration for enterprises. Workiva's platform offers a suite of tools for data management, reporting, and compliance, including SOX, SEC, and XBRL reporting. The company's customers include more than 75% of the Fortune 500 and over 2,800 enterprises worldwide. Workiva was founded in 2008 and went public in 2014.
Learn more about Workiva, Inc
Size
2,106 employees
Market Cap
$4.3 billion
Industry
Net Income
-$48.4 million
Founded
2008
5 Year Trend
+19.9%
Revenue
$351.5 million
NASDAQ

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