Account Executive, Workiva

Corporate Financial Services

$79-134k

+ Discretionary bonus typically paid annually + Restricted stock units

Mid and Senior level
Remote in US
Workiva

Business data platform

Job no longer available

Workiva

Business data platform

1001+ employees

B2BEnterpriseComplianceAnalyticsData AnalysisCloud Computing

Job no longer available

$79-134k

+ Discretionary bonus typically paid annually + Restricted stock units

Mid and Senior level
Remote in US

1001+ employees

B2BEnterpriseComplianceAnalyticsData AnalysisCloud Computing

Company mission

Workiva’s mission is 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 cloud-based 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 headshot

Kirsty

Company Specialist at Welcome to the Jungle

Insights

Few candidates hear
back within 2 weeks

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 benefits

  • A discretionary bonus typically paid annually
  • Restricted Stock Units granted at time of hire
  • 401k w/ match
  • Health, dental, and vision
  • Vacation accruals
  • Life and disability insurance
  • Employee stock purchase plan
  • Volunteer time-off
  • Parental leave
  • Travel & accident insurance
  • Paid holidays
  • Work remotely
  • Discount programs
  • Health and wellness
  • Pet-friendly atmosphere
  • Choose from additional plans that cover legal expenses, stolen identity, or even your pet's health

Company values

  • Customer success: Always delight our customers.
  • Innovation: Keep creating solutions and finding better ways.
  • Trust: Always rely on each other.
  • Inclusion: Support a diverse community where we all belong.
  • Integrity: Do the right thing, every time.
  • Accountability: Be responsible for your success and failure.
  • Collaboration: Share resources and work together.

Company HQ

Holborn, London, UK

Leadership

Marty Vanderploeg

(CEO, not founder)

Previously worked as a Professor at Iowa State University. Founded Engineer Animation Inc. in 1990.

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