Workiva · 19 hours ago
Strategic Account Executive - Financial Services - Expansions
AZ
Full-time
Hybrid
Senior Level
$212K/yr - $344K/yr
6+ years expWorkiva is a company focused on providing solutions for financial services, and they are seeking a Strategic Account Executive to drive expansion sales opportunities. The role involves building relationships with Executive-level buyers, collaborating with sales teams, and delivering solutions that meet customer needs to drive acquisition and growth.
AnalyticsBusiness Process Automation (BPA)Enterprise SoftwareGovernmentRisk ManagementSoftware
Responsibilities
Actively seek out sales opportunities in collaboration with peer Sales teams, Inside Sales, and Partnerships to generate qualified sales pipeline
Utilize information gathered during the needs analysis phase to deliver a compelling demonstration of the Workiva platform
Skillfully address customer objections - removing obstacles - and finding solutions to various client challenges
Lead the sales process naturally - guiding it to a close by effectively showcasing Workiva's value proposition
Regularly and promptly update customer relationship management tools to report customer contacts
Provide consistent and accurate forward-looking information through pipeline analysis to forecast sales
Rally internal support to pursue an account and optimize internal resources
Prioritize selling activities and ensure timely follow-through
Maintain a strong understanding of Workiva products through a commitment to ongoing training and a growth mindset
Qualification
Required
6 years of sales experience in a related role, selling to Executive-level buyers in enterprise technology, Software as a Service (SaaS) or similar complex solution sales
Bachelor's degree or equivalent relevant career experience
Preferred
Understanding of the Software as a Service (SaaS) business model
Experience achieving (and exceeding) sales quota targets by selling multiple solutions across enterprise customers in a platform sales approach
Experience selling to the office of the CFO
Experience selling to Financial Services Customers
Ability to demonstrate complex software applications
Strong business acumen and ability to understand complex business issues
Executive presence; ability to communicate at the most senior level
Ability to identify and understand the power of influencers versus buyers and how to navigate the nuances of each during the sales cycle
Ability to manage multiple complex sales cycles simultaneously
Ability to negotiate pricing with a focus on retaining value
Benefits
Eligible for commission based on sales performance
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package
Company
Workiva
Workiva created Wdesk, a cloud-based platform for enterprises to collect, manage, report, and analyze critical business data in real time.
1001-5000 employees
H1B Sponsorship
Workiva has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (3)
2023 (1)
2022 (3)
2021 (1)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
$680.58MKey Investors
Bluestem Capital
2023-08-14Post Ipo Debt· $625M
2014-12-12IPO
2014-10-17Series Unknown· $0.69M
Leadership Team
Julie Iskow
President & CEO
Penny Ashley Lawrence
SVP, CPX (Customer & Partner Experience)
Recent News
2026-01-22
2026-01-07
The Motley Fool
2025-12-31
Company data provided by crunchbase