Strategic Account Executive - Financial Services

Workiva
Illinois, Texas, Georgia, North Carolina, New York, New Jersey
Workplace: RemoteFull timeUSD 212,000 - 345,000 annuallyFunction: SalesExperience: 6+ yearsEducation: bachelorsSkills: ["Business acumen","Executive communication","Pipeline management","Negotiation","Strategic planning"]

Own and execute a strategic territory plan to grow Workiva’s footprint across large Financial Services accounts. Build and manage a qualified pipeline, identify expansion opportunities across business units and use cases, and engage executive stakeholders to advance complex enterprise sales cycles. Partner with Solution Sales, Solution Engineering, Customer Success, Services, and Marketing to deliver value-based demonstrations and business cases, driving subscription growth through disciplined forecasting and CRM hygiene.

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Workiva
Workiva
1 day ago

Strategic Account Executive - Financial Services

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Last checked: 13 hours agoStatus: Live

Job Summary

Own and execute a strategic territory plan to grow Workiva’s footprint across large Financial Services accounts. Build and manage a qualified pipeline, identify expansion opportunities across business units and use cases, and engage executive stakeholders to advance complex enterprise sales cycles. Partner with Solution Sales, Solution Engineering, Customer Success, Services, and Marketing to deliver value-based demonstrations and business cases, driving subscription growth through disciplined forecasting and CRM hygiene.
Location: Illinois, Texas, Georgia, North Carolina, New York, New Jersey
Workplace: Remote
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Develop, own, and execute a strategic territory plan to expand Workiva’s footprint within assigned accounts.
  • •Build and maintain a healthy pipeline by collaborating with Workiva’s matrix team (Solution Sales, Inside Sales, Solution Engineering, Partnerships, Customer Success, Marketing).
  • •Identify and qualify expansion opportunities within existing customer relationships by understanding priorities, org structure, buying process, platform usage, and long-term initiatives.
  • •Manage complex enterprise sales cycles from discovery to close using MEDDICC/MEDDPICC principles and drive predictable outcomes.
  • •Coordinate internal resources across Sales, Solutions, Services, Partnerships, Legal, Deal Desk, Customer Success, and Executive Leadership; maintain disciplined CRM hygiene and accurate forecasting.
Travel: Medium travel

Pay and Benefits

Salary: USD 212,000 - 345,000 annually
Equity and Bonus:Equity
Perks:401k

Key Requirements

  • •6+ years of sales experience in a related role selling to executive-level buyers in enterprise technology or complex SaaS solutions.
  • •Bachelor’s degree or equivalent relevant career experience.
  • •Understanding of the SaaS business model.
  • •Capability to achieve and exceed sales quota targets.
  • •Experience selling to the office of the CFO and to Financial Services customers.
Experience:6+ years
Education:Bachelor's
Skills:Business acumenExecutive communicationPipeline managementNegotiationStrategic planning

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