Workiva

2 weeks ago

Strategic Account Executive - Financial Services

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Drive multi-solution growth across Workiva’s strategic Financial Services accounts by expanding footprint within existing relationships in an assigned territory. Own a strategic account plan, build and manage a qualified pipeline, and manage complex enterprise sales cycles using MEDDICC/MEDDPICC. Partner with Solution Sales, Solution Engineering, Customer Success, Services, and Marketing to position Workiva with executive stakeholders and translate customer needs into value-based recommendations that increase subscription growth and platform adoption.

Location: Massachusetts

Workplace: Remote

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•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 qualified pipeline by collaborating with the matrix team, including Solution Sales overlays, Inside Sales, Solution Engineering, Partnerships, Customer Success, and Marketing.
•Identify expansion opportunities by understanding account priorities, organizational structure, buying processes, current platform usage, and long-term initiatives.
•Engage executive-level stakeholders and manage complex enterprise sales cycles using MEDDICC/MEDDPICC to qualify opportunities and drive predictable outcomes.
•Coordinate internal resources to support account strategy, maintain CRM hygiene and forecasting accuracy, and provide value-based product demonstrations and business cases.

Travel: Medium travel

Pay and Benefits

Salary: USD 212,000 - 344,000 annually

Equity and Bonus:Equity

Perks:401k

Key Requirements

•6+ years of sales experience in enterprise technology, selling to executive-level buyers in SaaS or similar complex solutions.
•Bachelor’s degree or equivalent relevant career experience.
•Ability to achieve (and exceed) sales quota targets in complex enterprise deals.
•Experience selling to Financial Services customers and the office of the CFO.
•Ability to demonstrate complex software applications and negotiate pricing with a focus on retaining value.

Experience:6+ yearsSaaSFinancial servicesEnterprise technology

Education:Bachelor's

Skills:Executive communicationStakeholder managementObjection handlingBusiness acumenPipeline management

Tech Stack:SaaSCRM

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

Website LinkedIn

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Workiva

2 weeks ago

Strategic Account Executive - Financial Services

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Massachusetts

Workplace: Remote

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•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 qualified pipeline by collaborating with the matrix team, including Solution Sales overlays, Inside Sales, Solution Engineering, Partnerships, Customer Success, and Marketing.
•Identify expansion opportunities by understanding account priorities, organizational structure, buying processes, current platform usage, and long-term initiatives.
•Engage executive-level stakeholders and manage complex enterprise sales cycles using MEDDICC/MEDDPICC to qualify opportunities and drive predictable outcomes.
•Coordinate internal resources to support account strategy, maintain CRM hygiene and forecasting accuracy, and provide value-based product demonstrations and business cases.

Travel: Medium travel

Pay and Benefits

Salary: USD 212,000 - 344,000 annually

Equity and Bonus:Equity

Perks:401k

Key Requirements

•6+ years of sales experience in enterprise technology, selling to executive-level buyers in SaaS or similar complex solutions.
•Bachelor’s degree or equivalent relevant career experience.
•Ability to achieve (and exceed) sales quota targets in complex enterprise deals.
•Experience selling to Financial Services customers and the office of the CFO.
•Ability to demonstrate complex software applications and negotiate pricing with a focus on retaining value.

Experience:6+ yearsSaaSFinancial servicesEnterprise technology

Education:Bachelor's

Skills:Executive communicationStakeholder managementObjection handlingBusiness acumenPipeline management

Tech Stack:SaaSCRM

Company Brief

Workiva

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

Website LinkedIn