Senior Account Executive – Corporate Financial Services

Workiva

Senior Account Executive in Corporate Financial Services driving sales within the Insurance and Investment verticals. Seeking new business and expanding customer relationships through Workiva's core platform.

Posted 7/2/2026full-timeRemote • Connecticut, Massachusetts, New Jersey, New York • 🇺🇸 United StatesSenior💰 $212,000 - $344,000 per yearWebsite

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 in Software as a Service (SaaS), with a strong ability to engage executive-level buyers and navigate complex sales cycles. Exhibits a deep understanding of customer needs and the ability to effectively communicate value propositions while achieving sales targets.

Highest-signal resume keywords

6+ Years Sales ExperienceEnterprise Technology SalesSoftware as a Service (SaaS)Experience Selling to Executive-Level BuyersStrong Business Acumen

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Strategy DevelopmentPipeline AnalysisComplex Software DemonstrationNegotiation SkillsSales Quota Achievement

Soft Skills

Executive PresenceProblem SolvingCollaborationCommunication SkillsGrowth Mindset

Tools & Technologies

Customer Relationship Management (CRM) Tools

Industry Keywords

Investment CustomersInsurance VerticalNAICInsurance Statutory ReportingOffice of the CFO

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
Partner with the Solutions Consulting Team to utilize information gathered during the needs analysis phase 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
Share knowledge, successes, lessons learned and best practices with peers across teams

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 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