Manager, Inside Sales – Financial Services Preferred

Workiva

Manager of Sales Development managing a team responsible for prospecting and generating revenue at Workiva. Overseeing sales representatives, driving pipeline, and delivering customer experiences across Financial Services.

Posted 6/27/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $156,000 - $253,000 per yearWebsite

About the role

Key responsibilities & impact

Build a strong, sustainable organization with high levels of employee engagement by attracting and developing superior talent and rewarding superior performance of teams and individuals
Develop a team of sales representatives through regular coaching and knowledge sharing, giving feedback and career development opportunities, and fostering a positive and collaborative team environment
Help the team achieve quarterly pipeline targets, bookings targets, and sales accepted opportunities by driving the value of Workiva’s platform with current customers and new logos
Ensure team members have specific direction on building a qualified pipeline within new customers and existing accounts
Communicate and liaise with leaders and peers to win together in a matrix organization
Identify knowledge gaps on the team and provide training when and where appropriate
Maintain a high level of communication with Senior Directors of Sales Development to stay abreast of continually changing focus to meet the needs of the sales organization and Workiva
Navigate internal departments and foster cross-functional relationships to drive alignment with global strategies and programs
Establish strong relationships with sales managers and ensure TDRs on the team are having weekly 1:1’s with each Account Executive they support
Develop and implement go-to-market strategies that align with market trends and customer needs
Understand customers' needs to effectively help the team navigate complex sales cycles and provide actionable customer insights
Establish and maintain strong working relationships with internal and external stakeholders and leadership
Collaborate with product marketing, sales, and finance to leverage data and metrics to inform selling strategies and decision-making
Identify and execute on areas of opportunity for process improvement within industry best practices
Leverage data and metrics to perform sales forecasting and pipeline management

Requirements

What you’ll need

Bachelor’s degree with a minimum of 5 years of Sales Development and/or related experience
2 years of direct people management experience
Strong understanding of the Financial Services landscape.
Proven track record of successfully scaling inside sales teams in a high-growth environment
Proficient knowledge of the Software as a Service business model
Demonstrated coaching and leadership skills
Ability to motivate team members and influence others
Strong presentation skills
Strong knowledge of Workiva products and internal processes through a commitment to ongoing training
Excellent time and territory management skills

Benefits

Comp & perks

On Target Earnings (OTE) range in the US: 156,000.00 - 253,000.00 USD Annual
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

Sales DevelopmentSales forecastingPipeline managementCoachingGo-to-market strategiesProcess improvementData analysisMetrics analysisFinancial Services knowledgeSoftware as a Service (SaaS)

Soft Skills

Employee engagementTeam developmentCommunicationCollaborationLeadershipMotivationInfluencingPresentationTime managementTerritory management

Certifications

Bachelor’s degreeSales management certificationLeadership training certificationCoaching certificationFinancial Services certification