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[Remote] Senior Account Executive - Corporate Financial Services

Work from home Full-time role Hiring

Note: The job is a remote job and is open to candidates in USA. Workiva is a company that provides a platform designed to bring confidence and control to complex organizations. They are seeking a Senior Account Executive for their Corporate Financial Services Team to drive customer acquisition and expand sales opportunities within the Financial Services vertical, focusing on Insurance and Investment customers.

Responsibilities

  • 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

Skills

  • 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
  • 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 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

Benefits

  • Eligible for commission based on sales performance
  • Restricted Stock Units granted at time of hire
  • 401(k) match and comprehensive employee benefits package
  • Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.

Company Overview

  • Workiva created Wdesk, a cloud-based platform for enterprises to collect, manage, report, and analyze critical business data in real time. It was founded in 2008, and is headquartered in Ames, Iowa, USA, with a workforce of 1001-5000 employees. Its website is http://www.workiva.com.
  • Company H1B Sponsorship

  • Workiva has a track record of offering H1B sponsorships, with 4 in 2025, 3 in 2024, 1 in 2023, 3 in 2022, 1 in 2021, 5 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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