Account Executive - Corporate Financial Services - Expansions
Core
Account Executive driving expansion sales for Workiva's core platform to executive-level buyers in the Financial Services vertical.
Role type
Senior Account Executive (SaaS/Enterprise)
Builds
Workiva's core platform (unifying finance, risk, and sustainability)
Domain
Financial Services / SaaS
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Enterprise SaaS sales, Executive-level selling, Complex solution sales, Multi-solution sales collaboration, Pipeline forecasting, Sales strategy execution, CRM management, Negotiation, Influencer navigation, Multi-cycle management
Preferred skills
SaaS business model understanding, Investment customer sales, Insurance vertical experience (NAIC/statutory reporting), CFO office selling, Complex software demonstration, Business acumen, Executive presence
Technologies
Workiva platform, CRM tools
Responsibilities
Generate qualified sales pipeline with peers and partners, Deliver compelling platform demonstrations, Address customer objections and find solutions, Lead sales process to close, Update CRM tools, Provide pipeline analysis for forecasting, Execute sales strategy, Rally internal support, Prioritize selling activities, Maintain product knowledge through training
Seniority
Senior, hands-on IC
