Overview
In this role you drive new business and expansion within UKI financial services, focusing on Workiva’s GRC solutions. You will collaborate across sales teams to deliver multi-solution deals and build strong executive-level relationships. You’ll convert needs into compelling demos, address objections, and push deals to closure while forecasting accurately. This position offers growth through cross-functional collaboration and strategic account planning, with a focus on scaling customer adoption and value delivery.
Responsibilities
- Identify and pursue sales opportunities in collaboration with peer Sales, Inside Sales, and Partnerships to generate qualified pipeline
- Deliver compelling demonstrations of the Workiva platform based on needs analysis
- Address client objections and tailor solutions to resolve challenges
- Lead the sales process toward close by articulating Workiva’s value proposition
- Maintain and update CRM reporting with customer contacts and pipeline activity
- Provide forward-looking pipeline forecasts through regular analysis
- Develop and execute strategic sales plans to secure deals
- Coordinate internal resources to win large opportunities
- Stay committed to ongoing training and product knowledge to support growth
- Share learnings and best practices with cross-team peers
Key requirements
- 8+ years of enterprise technology or complex solution sales experience in financial services
- Undergraduate degree or equivalent experience
- Ability to demonstrate complex software applications
- Track record delivering sales success within large enterprise organizations
- Executive presence and ability to communicate at senior levels
- Ability to navigate influencers vs buyers in the sales cycle
- Experience managing multiple complex sales cycles simultaneously
- Capability to negotiate pricing while preserving value
- Proven ability to meet or exceed sales quotas
- Travel up to 30%
- Executive communication
- Strategic business acumen
- Cross-functional collaboration
- Relationship building
- SaaS business model understanding
- Demonstrated ability to navigate and demonstrate complex software
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