Partner Sales Executive - UK Financial Services & Investment
Core
Execute Workiva's Partner Sales strategy across the Financial Services and Investment market by aligning partner strategies with field sales goals to boost win rates and revenue.
Role type
Senior Partner Sales Executive (Financial Services)
Builds
Strategic partner attachments, partner-sourced opportunities, and co-sell execution for Financial Services and Investment accounts.
Domain
Financial Services (Banking, Insurance, Asset Management, Investment Management) + SaaS Partner Ecosystem
Required skills
Partner channel sales, pipeline and deal management, strategic account planning, co-selling execution, stakeholder engagement, ecosystem mapping
Preferred skills
Global consulting firm relationships, Financial Services ecosystem expertise, senior stakeholder engagement, matrix environment navigation, negotiation and influencing
Technologies
Workiva platform, CRM tools, partner management systems
Responsibilities
Manage day-to-day partner sales discussions and pipeline development; own partner-sourced pipeline and co-sell execution; identify coverage gaps and develop action plans; lead regional and account-level sales co-selling motions; build relationships with consulting, advisory, and technology partners; engage senior stakeholders for executive alignment; track partner performance against commercial goals.
Seniority
Senior, hands-on IC
