Account Executive - Corporate Financial Services - Expansions

Workiva Inc.; Northern (KY); Hybrid; USD 172,000 - 280,000; Full time

Job summary

Workiva Inc. is seeking an Account Executive for Corporate Financial Services Expansions. You will target executive buyers in the Financial Services vertical, selling Workiva’s core platform and coordinating with other Solution Sales teams to deliver multi-solution deals.

You’ll build relationships, map customer needs to Workiva products, and drive expansion subscriptions, services, and training. Expect 30% travel, remote-friendly operations, and a performance-based compensation structure.

Qualifications

• 4+ years sales experience selling to Executive-level buyers – enterprise technology, SaaS or similar complex solution sales.
• Undergraduate Degree or equivalent combination of knowledge and related career experience.

Responsibilities

• Actively seek out sales opportunities in collaboration with peer Sales teams, Inside Sales, and Partnerships.
• Deliver compelling demonstrations of the Workiva platform.
• Address objections and present solutions to client challenges.
• Lead the sales process from needs to close with Workiva's value proposition.
• Update CRM tools to report contacts and progress.
• Provide forward-looking information through pipeline analysis to forecast sales.
• Develop and execute a strategic plan to secure sales.
• Coordinate internal resources to pursue accounts and optimize delivery.
• Prioritize activities and ensure timely follow-through.
• Maintain deep knowledge of Workiva products through ongoing training.

Skills

Executive-level sales

SaaS understanding

Complex solution selling

Executive presence

Relationship building

Negotiation

Forecasting

Cross-team collaboration

Education

Undergraduate degree or equivalent

Tools

CRM software

Job description

The Account Executive - Corporate Financial Services - Expansions is responsible for obtaining 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.

What You’ll Do

• 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

Minimum Qualifications

• 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

Preferred Qualifications

• Understanding of the Software as a Service (SaaS) business model
• Experience selling to Investment Customers
• Experience selling to customers in the Insurance vertical and familiarity with NAIC, insurance statutory reporting, etc.
• Experience selling to the office of the CFO
• Ability to demonstrate complex software applications
• Strong business acumen 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

Travel Requirement & Working Conditions

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. Workiva will not provide visa sponsorship for this position. Candidates must be authorized to work in the U.S. on a permanent basis.

How You’ll Be Rewarded

• On Target Earnings (OTE) range in the US: 172,000.00 - 280,000.00 USD Annual
• Eligible for commission based on sales performance
• Restricted Stock Units granted at time of hire
• 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Why Join Workiva

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.

At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.

Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic. Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [e-mail].

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.

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