Senior Account Executive – Corporate Financial Services

Workiva

. Obtain new business and customer expansion sales opportunities from executive-level buyers and influencers in the Financial Services vertical, focusing on Insurance and Investment customers .

Posted 10/7/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in enterprise technology sales, particularly within the Financial Services sector, focusing on Insurance and Investment customers. Proven ability to build relationships, navigate complex sales cycles, and achieve sales targets while effectively communicating with executive-level buyers.

Highest-signal resume keywords

6+ Years Sales ExperienceSoftware as a Service (SaaS) SalesExperience Selling to Investment CustomersExperience Selling to Insurance VerticalAbility to Demonstrate Complex Software Applications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Strategy DevelopmentSales ForecastingCustomer Relationship ManagementNegotiation SkillsComplex Sales Cycle Management

Soft Skills

Strong Business AcumenExecutive PresenceRelationship BuildingProblem SolvingCommunication Skills

Tools & Technologies

Workiva PlatformCRM Tools

Certifications & Qualifications

Undergraduate Degree

Industry Keywords

Financial ServicesInsuranceInvestmentNAICInsurance Statutory ReportingOffice of the CFO

About the role

Key responsibilities & impact

Obtain new business and customer expansion sales opportunities from executive-level buyers and influencers in the Financial Services vertical, focusing on Insurance and Investment customers
Sell Workiva’s core platform and collaborate with other Workiva Solution Sales teams to deliver multi-solution sales
Build relationships and identify Workiva products and solutions that meet customer needs
Drive customer acquisition within an assigned territory through new customer subscriptions, professional services, delivery and training
Seek out sales opportunities with peer Sales teams, Inside Sales and Partnerships to generate qualified sales pipeline
Partner with the Solutions Consulting Team to use needs-analysis information to deliver compelling Workiva platform demonstrations
Address customer objections, remove obstacles and find solutions to client challenges
Lead sales processes to close by showcasing Workiva’s value proposition
Update customer relationship management tools with customer contacts
Analyze pipelines and provide accurate forward-looking sales forecasts
Develop and execute sales strategies to secure sales
Rally internal support and optimize internal resources for accounts
Prioritize selling activities and ensure timely follow-through
Maintain strong knowledge of Workiva products through ongoing training
Share knowledge, successes, lessons learned and best practices with peers

Requirements

What you’ll need

6+ years sales experience in a related role selling to Executive-level buyers - enterprise technology, Software as a Service (SaaS) or similar complex solution sales
Undergraduate Degree or equivalent combination of knowledge and related career experience
Understanding of the Software as a Service (SaaS) business model
Experience selling to Investment Customers
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
Demonstrated experience navigating and delivering sales success across enterprise organizations
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 power of influencers versus buyers and navigate the nuances of each during the sales cycle
Ability to manage multiple complex sales cycles simultaneously
Ability to negotiate pricing with a focus on retaining value
Capability for achieving and exceeding sales quota targets
Up to 30% travel for regular customer meetings and events
Reliable internet access for any period of time working remotely, not in a Workiva office
Candidates must be authorized to work in the U.S. on a permanent basis
Workiva will not provide visa sponsorship for this position

Benefits

Comp & perks

On Target Earnings (OTE) range in the US: 212,000.00 - 345,000.00 USD Annual
Eligible for commission based on sales performance
Restricted Stock Units granted at time of hire
401(k) match
Comprehensive employee benefits package
Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment
Reasonable accommodations for applicants with disabilities