Financials Account Executive - FSI

Workday; Chicago (IL); On-site; USD 144,200 - 176,200; Full time

Job summary

A leading company is seeking a Financials Account Executive for the FSI sector. This pivotal role involves shaping marketing strategies and building C-level relationships within the SMB market. The ideal candidate will have SaaS sales experience and financial expertise, with a proactive approach to driving growth and success.

Qualifications

• Minimum 3 years of experience in SaaS/Cloud-based ERP or finance solutions.
• Proven experience managing complex sales cycles.
• Willingness to travel up to 30%.

Responsibilities

• Drive the Go-to-Market strategy for Cloud Financial Management solutions.
• Cultivate executive-level relationships with Finance leaders.
• Manage sales processes from initiation through negotiation and close.

Skills

SaaS sales experience

Strategic selling

Financial acumen

C-level relationship management

Education

Bachelor's degree or equivalent experience

CPA, CFA designation (preferred)

Job description

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Your work days are brighter here.

Your work days are brighter here.

At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That’s why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don’t need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.

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About The Team

Do what you love. Love what you do.

At Workday, we help the world’s largest organizations adapt to what’s next by bringing finance, HR, and planning into a single enterprise cloud. We work hard, and we’re serious about what we do. But we like to have fun, too. We put people first, celebrate diversity, drive innovation, and do good in the communities where we live and work.

Would you like to have the opportunity to join one of the most creative companies in the software industry, focusing on the Office of the CFO? If you understand how the future finance function can drive greater business value and can translate business strategy into an enabling change strategy, this is the role for you.

About The Role

This senior role is pivotal in building and leading Workday's Financials business within the Financial Services SMB (Small to Medium Business) market across the Central Region. Based in Chicago, you will be a strategic driver of growth, responsible for shaping our Go-to-Market strategy, driving demand for our Cloud Financial Management solutions, and managing complex sales cycles for Workday's suite of financial products (including Financials, Accounting, Planning, and Expense Management). You will focus on net-new prospective accounts, leading the sales process from initiation through negotiation and closure, while also acting as a Financials subject matter expert and co-selling partner for Account Executives in the region. This position requires a proactive approach to identifying and cultivating high-value opportunities, establishing Workday as the premier solution, and fostering executive-level relationships, particularly with Finance leaders.

About You

We are looking for a strategic sales executive with a self-starter approach. You possess deep financial acumen, a proven ability to build trusted C-level relationships within the FSI SMB sector, and a relentless drive to build a thriving business through proactive engagement and flawless execution.

Basic Qualifications:

• Minimum 3 years of professional experience in either:
• Successfully selling SaaS/Cloud-based ERP, Financial, or Planning solutions to C-level executives;
• OR Roles such as management consulting, corporate advisory, corporate finance, or business transformation focusing on the finance function.
• Currently reside in or be able to relocate to Chicago, Illinois.
• Willingness and ability to travel up to 30% across the Central region, as required for the role.
• Must be able to be present in the Workday Chicago office at least 50% of the time to foster collaboration and support team engagement.
  
  

Other Qualifications:

• Proven experience owning and managing complex software sales cycles from initiation to close within enterprise or SMB accounts.
• Demonstrated success in applying consultative and value-based selling methodologies to C-level executives.
• Experience developing and executing strategic account plans and Go-to-Market strategies, preferably within the Financial Services Industry (FSI) and/or SMB market.
• Strong financial acumen with a comprehensive understanding of financial and accounting principles, processes, and challenges faced by Finance leaders.
• Experience building and maintaining trusted, long-standing relationships with C-level executives, particularly CFOs and their leadership teams.
• Proficiency in articulating the value proposition of complex financial management software solutions, including Core Financials, Accounting, Planning, and Expense Management.
• Experience in territory planning and demand generation activities to cultivate net-new business opportunities.
• Demonstrated ability to effectively lead, collaborate with, and provide direction to extended, cross-functional teams (e.g., pre-sales, services, value management, marketing) in a matrixed sales environment.
• Excellent negotiation skills with experience managing customer agreements and closing plans.
• Strong organizational skills with a proven ability to maintain accurate and timely customer, pipeline, and sales forecast data.
• Experience acting as a subject matter expert and co-selling partner in a collaborative, team-selling environment.
• Preferred: CPA, CFA designation, specific professional background or formal education in Accounting.
  
  

Workday Pay Transparency Statement

The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday’s comprehensive benefits, please click here.

Primary Location: USA.IL.Chicago

Primary Location Base Pay Range: $144,200 USD - $176,200 USD

Additional US Location(s) Base Pay Range: $144,200 USD - $176,200 USD

Our Approach to Flexible Work

With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.

Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.

Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.

Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Software Development

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