Strategic SaaS Account Exec – Financial Services (Remote)

Workiva, Inc.

Illinois

On-site

USD 212,000 - 345,000

Full time

14 days+

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Job summary

Workiva, Inc. is seeking a Strategic Account Executive to drive growth across its Financial Services portfolio, expanding within large existing relationships and broadening platform adoption across the defined territory.

You will engage executive sponsors, align with cross-functional partners, and translate business needs into compelling Workiva solutions. The role emphasizes MEDDICC/MEDDPICC qualification, robust pipeline management, and multi-solution selling with internal partners.

Qualifications

6 years of sales experience in enterprise technology, selling to Executive-level buyers in SaaS or similar complex solution sales.
Bachelor's degree or equivalent relevant career experience.
Understanding of the SaaS business model is preferred.
Executive presence and ability to communicate at the most senior level.

Responsibilities

Develop, own, and execute a strategic territory plan to expand Workiva's footprint in large Financial Services institutions.
Build and maintain a healthy pipeline with cross-functional teams.
Identify expansion opportunities across existing relationships and long-term strategic initiatives.
Engage executive-level stakeholders to understand initiatives and position Workiva as a strategic platform partner.
Manage complex enterprise sales cycles using MEDDICC/MEDDPICC to qualify opportunities and drive outcomes.
Coordinate internal resources to support account strategy and opportunities.
Maintain disciplined pipeline management, CRM hygiene, and reliable forecasting.
Prioritize high-impact selling activities and understand Workiva's platform and use cases.