Senior Services Executive - Financial Services Industry

Workday; Rhode Island; Hybrid; USD 143,000 - 215,000; Full time

Benefits offered by this job

Flexible work

Pay transparency

Job summary

Workday is seeking a Senior Services Executive for Financial Services to lead services and deployment on key accounts. You will own the services strategy for your territory, guiding roadmaps, estimating effort, and aligning resources to achieve business outcomes.

This quota-bearing role supports Workday subscription sales by shaping, selling, and closing services engagements, leveraging ERP/Financials expertise and a partner ecosystem to ensure successful deployments.

Qualifications

• 4+ years of experience in services sales, consulting, or implementation delivery within Financial Services.
• 4+ years of experience with enterprise ERP, Financials, Planning, or similar SaaS solutions.
• Experience with Financials solutions, including accounting, budgeting, financial planning, or financial operations.
• 4+ years of experience supporting complex services engagements or enterprise sales cycles.
• Experience creating or supporting services proposals, statements of work, implementation estimates, or deployment roadmaps.

Responsibilities

• Understand customer objectives, constraints, and risk profiles.
• Design deployment and transformation approaches tailored to Financial Services needs.
• Shape and negotiate services deals that set engagements up for success.
• Monitor in-flight customer engagements and coordinate interventions from Global Services, Partners, and Customer Experience teams.

Skills

4+ years services sales

ERP/Financials knowledge

Client-facing communication

Deal shaping & negotiations

Cross-functional collaboration

Job description

Your work days are brighter here. We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you’ll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you’ll do meaningful work with Workmates who’ve got your back. In return, we’ll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you’ve found a match in Workday, and we hope to be a match for you too.

Your work days are brighter here. We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and partners, we’re shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you’ll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you’ll do meaningful work with Workmates who’ve got your back. In return, we’ll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you’ve found a match in Workday, and we hope to be a match for you too.

About The Team

You will join the Financial Services Industry Services Sales team, sitting at the intersection of Sales, Services, and Customer Experience.

This team acts as trusted advisors to Financial Services customers and prospects, connecting Workday’s services, partners, and platform capabilities to real deployment and value-realization outcomes.

We work closely with Account Executives, Sales Directors, Pre-sales, Value Engineering, Partners, and Customer Success to shape services strategy, differentiate Workday’s deployment approach, and set customers up for successful implementations.

The team is accountable for protecting and advancing Workday’s track record of customer satisfaction while helping drive subscription growth, services adoption, and long-term platform consumption across Financial Services.

About The Role

As a Senior Services Executive for Financial Services Industry, you will serve as the services and deployment lead on key Financial Services accounts. You will own the services strategy for your territory, helping customers design implementation roadmaps, estimate effort and cost, and align resources to achieve their business and financial outcomes.

This is a quota-bearing role focused on services revenue. The primary responsibility is to support and accelerate Workday subscription sales by shaping, selling, and closing the corresponding services engagements.

You will use your Financial Services Industry and Financials expertise, along with your experience in ERP, Financials, or Planning solutions, to position Workday’s services, methodologies, and partner ecosystem as the best path to successful deployment. You will support complex, enterprise-level sales cycles, lead services discovery and scoping, and create compelling proposals and statements of work that connect sales strategy to delivery.

You will work across direct and partner-led motions, collaborating with account teams and partners to:

• Understand customer objectives, constraints, and risk profiles
• Design deployment and transformation approaches tailored to Financial Services needs
• Shape and negotiate services deals that set engagements up for success
• Monitor in-flight customer engagements and coordinate the right interventions from Global Services, Partners, and Customer Experience teams

This role is ideal for someone who thrives in front of customers, can anticipate what is needed next in a deal or deployment, and enjoys owning the connection between what we sell and how we deliver in complex Financial Services environments.

About You

Basic Qualifications

• Minimum of 4 years of experience in services sales, consulting, or implementation delivery within the Financial Services Industry.
• Minimum of 4 years of experience with enterprise ERP, Financials, Planning, or similar SaaS solutions.
• Prior experience with Financials solutions, including accounting, budgeting, financial planning, or financial operations.
• Minimum of 4 years of experience supporting complex services engagements or enterprise sales cycles.
• Prior experience creating or supporting services proposals, statements of work, implementation estimates, or deployment roadmaps.

Other Qualifications

• Experience connecting sales strategy to implementation or deployment delivery.
• Experience working across ERP, Financials, or Planning ecosystems, including software vendors, partners, or implementation teams.
• Experience collaborating with Sales, Pre-sales, Partners, Customer Success, or Services teams.
• Client-facing communication and presentation experience in complex sales cycles.
• Demonstrated ability to anticipate deal, delivery, risk, and resource needs in customer-facing environments.
• High initiative and ownership, with experience identifying and acting on gaps or opportunities without detailed direction.

Travel is a required element of this role.

The position requires up to 25% domestic travel, which may include overnight stays, to attend prospect or customer site meetings with Account Executives and present Workday services.

Visa sponsorship is not available for this role.

Relocation support is not available for this role.

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.

Primary Location: USA.IL.Chicago

Primary Location Base Pay Range: $143,000 USD - $214,600 USD

Additional US Location(s) Base Pay Range: $143,000 USD - $214,600 USD

Additional Considerations: If performed in Colorado, the pay range for this job is $143,000 USD - $214,600 USD based on min and max pay range for that role if performed in CO.

The application deadline for this role is the same as the posting end date stated as below: 09/25/2026

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.

Workday is committed to providing reasonable accommodations for qualified individuals during our application process, in order to perform one or more essential functions of their job, as well as regarding the use of AI tools for employment decision-making to any degree. Please see below for more details including how to request an accommodation as a qualified veteran, due to a disability or for religious reasons, or as otherwise provided under applicable law.

Workday prohibits taking adverse action against any candidate or employee for reporting a possible violation of this policy, requesting one or more work accommodations, exercising a privacy right, or cooperating in an investigation in accordance with applicable law. Any employee who retaliates against a candidate or employee for doing so may be subject to disciplinary action, up to and including termination of employment, to the fullest extent allowable under applicable law.

If you require a reasonable accommodation, you may email [e-mail], as far in advance as possible.