Strategic Account Executive - Financial Services
Core
Driving growth and expanding platform adoption for Workiva's strategic Financial Services accounts by deepening relationships with large, complex institutions.
Role type
Strategic Account Executive (Enterprise SaaS)
Builds
Workiva's financial reporting, risk, and sustainability platform
Domain
Financial Services / Enterprise Software
Deliverable
client delivery
Required skills
Enterprise sales experience, MEDDICC/MEDDPICC methodology, executive stakeholder management, complex sales cycle management, SaaS business model understanding, financial services domain knowledge, multi-solution selling, pricing negotiation, CRM hygiene
Preferred skills
CFO office selling experience, complex software demonstration, business acumen, influencer navigation, multi-cycle management
Technologies
Workiva platform
Responsibilities
Develop and execute strategic territory plans, build and maintain qualified sales pipelines, identify expansion opportunities within existing accounts, engage C-suite and senior business owners, manage complex enterprise sales cycles, partner with Solution Consulting and Sales Executives, coordinate internal resources across Sales, Solutions, Services, and Legal, maintain disciplined pipeline management and forecasting, prioritize high-impact selling activities.
Seniority
Mid-Senior, hands-on IC
