CareerPlan

Strategic Account Executive - Financial Services

6 LocationsFull-time$212k–$345k2026-08-13 → 2026-11-11
Hybrid · United StatesNo visa sponsorship

Core

Drive growth and expand platform adoption for Workiva's Financial Services accounts by executing strategic account plans and managing complex enterprise sales cycles.

Role type

Senior Strategic Account Executive (Enterprise SaaS)

Builds

Workiva's financial reporting, risk, and sustainability platform for large Financial Services institutions

Domain

Financial Services / Enterprise SaaS

Required skills

Enterprise sales experience, MEDDICC/MEDDPICC methodology, executive stakeholder management, complex sales cycle management, pipeline management, CRM hygiene, negotiation, SaaS business model understanding

Preferred skills

Selling to CFOs, Financial Services industry experience, complex software demonstration, business acumen, executive presence, multi-cycle management

Technologies

Workiva platform, CRM systems

Responsibilities

Develop and execute strategic territory plans, build and maintain qualified sales pipelines, identify expansion opportunities within existing accounts, engage C-suite stakeholders, manage complex enterprise sales cycles, coordinate internal resources, maintain pipeline forecasting

Seniority

Senior, hands-on IC