Account Executive, FSI - UKI
Core
Account Executive driving new business and customer expansion sales for Workiva's core platform to Executive-level buyers in the financial services industry.
Role type
Enterprise Account Executive (Financial Services)
Builds
Workiva's core platform (AI-powered finance, risk, and sustainability solutions)
Domain
Financial Services / Enterprise SaaS
Deliverable
production ML models | product features
Required skills
Enterprise technology sales, complex solution sales, SaaS business model understanding, executive-level communication, multi-solution sales collaboration, pipeline analysis, sales strategy execution, internal resource optimization, product training
Preferred skills
SaaS business model expertise, complex software demonstration, business acumen, influencer navigation, multi-cycle management, value-based pricing negotiation, quota achievement
Technologies
Workiva platform, CRM tools
Responsibilities
Generate qualified sales pipeline through collaboration, deliver compelling platform demonstrations, address customer objections, lead sales process to close, update CRM tools, forecast sales via pipeline analysis, execute sales strategy, rally internal support, prioritize selling activities, maintain product knowledge through training
Seniority
Mid-Senior, hands-on IC