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
New customer subscriptions, professional services, delivery, and training for Workiva's multi-solution platform.
Domain
Financial Services / SaaS / Enterprise Software
Required skills
Enterprise SaaS sales, Executive-level selling, Complex solution sales, Pipeline management, Sales forecasting, Strategic account planning, Objection handling, Internal resource coordination, Product training, Negotiation
Preferred skills
SaaS business model understanding, Investment customer sales, Insurance vertical expertise (NAIC/statutory reporting), CFO office selling, Complex software demonstration, Senior-level communication, Influencer navigation, Multi-cycle management, Value-based pricing
Technologies
Workiva platform, CRM tools
Responsibilities
Generate qualified sales pipeline through collaboration with peer teams and partnerships, Deliver compelling platform demonstrations based on needs analysis, Address customer objections and find solutions, Lead the sales process to close, Update CRM tools and provide pipeline analysis for forecasting, Execute sales strategies to secure deals, Rally internal support and optimize resources, Prioritize activities and ensure follow-through, Maintain product knowledge through ongoing training.
Seniority
Senior, hands-on IC