Senior Enterprise Account Executive, Financial Services

Workiva Inc.; Hartford (CT); Remote; USD 212,000 - 345,000; Full time

Benefits offered by this job

Commission-based pay

Restricted Stock Units (RSUs)

401(k) match

Benefits package

Job summary

Workiva Inc. is seeking a Senior Account Executive for the Corporate Financial Services Team in the US.

You will drive new business and expansion with executive-level buyers in Insurance and Investment segments, selling Workiva’s core platform and coordinating with Solutions Consulting to deliver compelling demonstrations. You will manage multiple complex sales cycles, maintain CRM data, and forecast pipeline while negotiating pricing to protect value.

Qualifications

• 6+ years sales experience selling to executive-level buyers (enterprise tech, SaaS or similar complex solutions).
• Undergraduate degree or equivalent experience.

Responsibilities

• Identify and prospect new business and expansion opportunities with executive buyers.
• Collaborate with Solutions Consulting to demonstrate Workiva platform and tailor demos.
• Manage objections, guide deals to close, and communicate value proposition clearly.
• Maintain CRM data accuracy and provide forward-looking pipeline reporting.
• Develop and execute sales strategy to win complex enterprise deals.

Skills

Executive-level sales

SaaS sales

Complex deal navigation

Relationship building

Education

Bachelor's degree or equivalent

Tools

CRM software

Job description

Workiva Inc. is seeking a Senior Account Executive for the Corporate Financial Services Team in the US.

You will drive new business and expansion with executive-level buyers in Insurance and Investment segments, selling Workiva’s core platform and coordinating with Solutions Consulting to deliver compelling demonstrations. You will manage multiple complex sales cycles, maintain CRM data, and forecast pipeline while negotiating pricing to protect value.