Strategic Account Executive - Financial Services
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
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Enterprise SaaS sales, MEDDICC/MEDDPICC methodology, executive stakeholder management, complex sales cycle management, pipeline management, CRM hygiene, financial services domain knowledge, negotiation, strategic account planning
Preferred skills
SaaS business model understanding, CFO office sales experience, complex software demonstration, business acumen, influencer navigation, multi-cycle management, value-based pricing negotiation
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 enterprise sales cycles from discovery to close, coordinate internal resources across sales and solutions teams, maintain disciplined pipeline forecasting
Seniority
Senior, hands-on IC