Account Executive - Insurance

Workiva; Austin (TX); Remote; USD 86,000 - 138,000; Full time

Job summary

A leading company is seeking an Account Executive for their Corporate Financial Services Team. This role focuses on expanding sales opportunities in the Insurance vertical, requiring strong sales experience and the ability to engage with executive-level buyers. The successful candidate will develop sales strategies, manage complex sales cycles, and maintain strong customer relationships while working in a dynamic environment.

Benefits

Commissions

Stock Units

401(k) Match

Benefits

Qualifications

• 4+ years sales experience in a related role selling to Executive-level buyers.
• Ability to manage multiple complex sales cycles simultaneously.

Responsibilities

• Actively seek out sales opportunities to generate qualified sales pipeline.
• Lead the sales process and effectively showcase Workiva's value proposition.
• Update customer relationship management tools to report customer contacts.

Skills

Sales Experience

Negotiation Skills

Business Acumen

Education

Undergraduate Degree

Job description

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This 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 Insurance vertical. Account Executives focus 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 find 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 ongoing training and a growth mindset.

What You'll Need

Minimum Qualifications

• 4+ years sales experience in a related role selling to Executive-level buyers—enterprise technology, SaaS, or similar complex solutions.
• Undergraduate Degree or equivalent knowledge and related experience.

Preferred Qualifications

• Understanding of the SaaS business model.
• 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 influence of stakeholders during the sales cycle.
• Ability to manage multiple complex sales cycles simultaneously.
• Negotiation skills focusing on value retention.
• Capability to achieve and exceed sales quota targets.

Travel & Working Conditions

• Up to 30% travel for customer meetings and events.
• Reliable internet access for remote work.

Rewards

Salary range in the US: $86,000 - $138,000. Eligible for commissions, stock units, 401(k) match, and benefits. Actual salary depends on skills, experience, and location.

Workiva is an Equal Employment Opportunity Employer committed to diversity and inclusion. We support applicants with disabilities; contact [e-mail] for assistance.

Employees may work remotely or from an office within their country of employment.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Software Development