Account Executive, Workiva
Corporate Financial Services
$79-134k
+ Discretionary bonus typically paid annually + Restricted stock units
Software for sustainability, GRC & financial reporting
Job no longer available
Software for sustainability, GRC & financial reporting
1001+ employees
Job no longer available
$79-134k
+ Discretionary bonus typically paid annually + Restricted stock units
1001+ employees
Company mission
To power transparent reporting for a better world.
Role
Who you are
- 4+ years sales experience in a related role selling to Executive-level buyers - enterprise technology, Software as a Service (SaaS) or similar complex solution sales
- Undergraduate Degree or equivalent combination of knowledge and related career experience
- Up to 30% travel for regular customer meetings and events
- Reliable internet access for any period of time working remotely, not in a Workiva office
Desirable
- Understanding of the Software as a Service (SaaS) business model
- Experience selling to customers in the Financial Services vertical
- Experience selling to the office of the CFO
- Ability to demonstrate complex software applications
- Strong business acumen and and ability to understand complex business challenges
- 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
- Capability for achieving (and exceeding) sales quota targets
What the job involves
- The Account Executive (Corporate Financial Services Team) is responsible for obtaining new business and customer expansion sales opportunities from executive-level buyers and influencers in the financial services vertical
- Account Executives are focused on selling Workiva’s core platform and collaborate with other Workiva Solution Sales teams to deliver multi-solution sales
- Successful candidates will build relationships and identify Workiva products and solutions that meet customer needs to drive customer acquisition within an assigned territory
- Sales growth is attained through new customer subscriptions, professional services, delivery and training
- 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
- Develop and execute a sales strategy with purposeful action to secure the sale
- 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
Our take
For large-scale businesses, collecting and sharing data can be a complex and challenging process. Workiva solves this problem with its AI-powered data platform.
Workiva is one of the biggest players in the market, serving around 75% of Fortune 500 companies, including Google and Delta. Workiva's controlled, secure and audit-ready platform has maintained a clear edge over much of its competition.
Workiva's quality product and its commitment to transparency has made it a firm favourite with companies around the world. If it can maintain this, it stands to consolidate its impressive growth even further in the coming years.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
5% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Oct 2014
$0.7m
EARLY VC
Dec 2012
$30.7m
SERIES C
Total funding: $46.9m
Company HQ
Ames, IA
Leadership
Julie Iskow
(CEO)Julie joined Workiva in 2019 sa COO/President and became CEO in 2023. Previously, she served as the CTO at Medidate Solutions and as the CIO at WageWorks.
David Haila
(CTO)David has been at Workiva since 2009, joining the team as a Senior Software Engineer. Since then, he has held a number of roles and became CTO in 2023.
Jill Klindt
(CFO & EVP)Jill has been at Workiva since 2008, joining as a Controller before holding a number of roles and becoming CFO & EVP in 2023. Previously, she held Financial roles at Financial Intelligence, Wells Fargo Financial, CitiMortgage, and Principal Financial Group.
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