Account Executive - Corporate Financial Services - Expansions

Workiva
Colorado, Nevada, Arizona, California
Workplace: RemoteFull timeUSD 172,000 - 280,000 annuallyFunction: SalesExperience: 4+ yearsEducation: bachelorsSkills: ["Executive-level communication","Relationship building","Objection handling","Business acumen","Negotiation"]

Drive expansion sales opportunities for Workiva’s Financial Services customers by selling the core platform and collaborating across solution sales teams for multi-solution deals. Build relationships with executive-level buyers and influencers, run the needs analysis through compelling product demonstrations, manage objection handling, and lead the sales process to close. Maintain accurate CRM updates, analyze pipeline to forecast, and execute sales strategy while supporting internal resources for target accounts.

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FursaFursa
Workiva
Workiva
1 day ago

Account Executive - Corporate Financial Services - Expansions

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Last checked: 2 hours agoStatus: Live

Job Summary

Drive expansion sales opportunities for Workiva’s Financial Services customers by selling the core platform and collaborating across solution sales teams for multi-solution deals. Build relationships with executive-level buyers and influencers, run the needs analysis through compelling product demonstrations, manage objection handling, and lead the sales process to close. Maintain accurate CRM updates, analyze pipeline to forecast, and execute sales strategy while supporting internal resources for target accounts.
Location: Colorado, Nevada, Arizona, California
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Seek out qualified expansion sales opportunities with peer Sales, Inside Sales, and Partnerships teams.
  • •Conduct needs analysis and deliver compelling platform demonstrations aligned to customer requirements.
  • •Lead the end-to-end sales process, guiding deals to close while effectively showcasing Workiva’s value proposition.
  • •Handle customer objections to remove obstacles and find solutions to customer challenges.
  • •Maintain and update CRM and pipeline information to forecast sales and report customer contacts.
Travel: High travel

Pay and Benefits

Salary: USD 172,000 - 280,000 annually
Equity and Bonus:Equity
Perks:401kEquity

Key Requirements

  • •4+ years of sales experience selling to executive-level buyers in enterprise technology, SaaS, or similar complex solution sales.
  • •Undergraduate degree or an equivalent combination of knowledge and related experience.
  • •Strong understanding of the SaaS business model.
  • •Ability to demonstrate complex software applications and communicate executive-level value.
  • •Track record of achieving (and exceeding) sales quota targets while managing multiple complex sales cycles.
Experience:4+ yearsEnterprise technologySaaSFinancial services
Education:Bachelor's
Skills:Executive-level communicationRelationship buildingObjection handlingBusiness acumenNegotiation

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Workiva
Provides a cloud-based platform for connected reporting, compliance, and financial data collaboration. Workiva streamlines SEC reporting, ESG disclosures, and enterprise risk and compliance workflows for large organizations across industries.
Industry: RegTech
Company Size: Enterprise (1,001+ employees)
Revenue: USD 500M to 1B
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Ames, United States
Founded: 2008
WebsiteLinkedIn