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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in enterprise technology sales, particularly in software solution selling to Financial Services. Proven ability to navigate complex sales cycles, build executive-level relationships, and achieve sales targets while maintaining a strong understanding of regulatory landscapes.
Highest-signal resume keywords
Enterprise Technology SalesSoftware Solution SellingRegulatory Knowledge (ISSB, UK SRS)Sales Cycle ManagementExecutive Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentNeeds AnalysisSales ForecastingComplex Software DemonstrationNegotiation Skills
Soft Skills
Business AcumenRelationship BuildingProblem SolvingInfluencer NavigationTimely Follow-Through
Tools & Technologies
Customer Relationship Management (CRM) Tools
Industry Keywords
Financial ServicesCustomer AcquisitionSales Quota AchievementProfessional ServicesSustainability Solutions
About the role
Key responsibilities & impact- Obtain new business and customer expansion sales opportunities from executive-level buyers and influencers
- Focus on Workiva’s Sustainability solutions for the UK
- Build relationships and identify Workiva products and solutions that meet customer needs
- Drive customer acquisition through new customer subscriptions, professional services, delivery, and training
- Seek sales opportunities with peer Sales teams, Inside Sales, and Partnerships to generate qualified pipeline
- Conduct needs analysis and deliver compelling Workiva platform demonstrations
- Address customer objections, remove obstacles, and solve 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 across teams
Requirements
What you’ll need- Minimum 8+ years of experience in a related role, enterprise technology, or similar complex solution sales across large customer accounts
- Experience with software solution selling, preferably with direct experience selling to Financial Services
- Working knowledge of regulatory landscapes such as ISSB and UK SRS
- Ability to demonstrate complex software applications
- Demonstrated experience navigating and delivering sales success across large, enterprise organizations
- Strong business acumen and ability to understand complex business challenges
- Executive presence and ability to communicate at the most senior level
- Ability to identify and understand the power of influencers versus buyers and navigate their nuances 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 required when working remotely outside a Workiva office
Benefits
Comp & perks- Up to 30% travel for regular customer meetings and events
- Reliable internet access required for any period of time working remotely and not in a Workiva office
- Ongoing training and growth mindset opportunities
- Comprehensive security and privacy training tailored to the role
- Reasonable accommodations for applicants with disabilities
- Equal opportunity employer and commitment to diversity and inclusion