Senior Account Executive – Corporate Financial Services, New Customer Acquisitions

Workiva

Senior Account Executive at Workiva responsible for new customer acquisitions in Corporate Financial Services. Collaborating with sales teams to drive customer engagement and multi-solution sales.

Posted 4/8/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $212,000 - $344,000 per yearWebsite

About the role

Key responsibilities & impact

Actively seek out sales opportunities in collaboration with peer Sales teams, Inside Sales, and Partnerships to generate qualified sales pipeline
Utilize information gathered during the needs analysis phase to partner with Solution Consulting Team to deliver a compelling demonstration of the Workiva platform
Skillfully address customer objections - removing obstacles - and finding solutions to various client challenges
Lead the sales process naturally - guiding it to a close by effectively showcasing Workiva's value proposition
Regularly and promptly update customer relationship management tools to report customer contacts
Provide consistent and accurate forward-looking information through pipeline analysis to forecast sales
Develop and execute a sales strategy with purposeful action to secure the sale
Rally internal support to pursue an account and optimize internal resources
Prioritize selling activities and ensure timely follow-through
Maintain a strong understanding of Workiva products through a commitment to ongoing training and a growth mindset

Requirements

What you’ll need

6+ years New Logo sales experience in a related role selling to Executive-level buyers
Undergraduate Degree or equivalent combination of knowledge and related career experience
Understanding of the Software as a Service (SaaS) business model
Experience in a hunter role closing New Logo deals
Experience selling to financial services customers
Experience selling to the office of the CFO
Ability to demonstrate complex software applications
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 how to 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

Benefits

Comp & perks

Eligible for commission based on sales performance
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

New Logo salesSaaSsales strategypipeline analysisdemonstrating software applicationsnegotiating pricingclosing dealssales quota achievementsales forecastingcustomer relationship management

Soft Skills

business acumenexecutive presencecommunicationproblem-solvinginfluencer navigationtime managementcollaborationleadershipadaptabilitygrowth mindset

Certifications

Undergraduate Degree