At a Glance
- Tasks: Drive new business and expand customer relationships in the financial services sector.
- Company: Join a leading tech company transforming financial services with innovative solutions.
- Benefits: Competitive salary, remote work options, and opportunities for professional growth.
- Other info: Dynamic role with travel opportunities and a focus on continuous learning.
- Why this job: Make an impact by selling cutting-edge SaaS solutions to top-tier clients.
- Qualifications: 4+ years in complex sales, strong communication skills, and a knack for building relationships.
The predicted salary is between 40000 - 50000 £ per year.
The Account Executive is responsible for obtaining new business and customer expansion sales opportunities from Executive-level buyers and influencers in either private or publicly traded companies. Account Executives are focused on selling Workiva's core platform and collaborate with other Workiva Solution Sales teams to deliver multi-solution sales.
Successful candidates will build relationships and identify Workiva products and solutions that meet customer needs to drive customer acquisition within an assigned territory. Sales growth is attained through new customer subscriptions, professional services, delivery and training. This position will be focused on the financial services industry with UKI.
Responsibilities include:
- Actively seeking out sales opportunities in collaboration with peer Sales teams, Inside Sales, and Partnerships to generate qualified sales pipeline.
- Utilising information gathered during the needs analysis phase to deliver a compelling demonstration of the Workiva platform.
- Skillfully addressing customer objections - removing obstacles - and finding solutions to various client challenges.
- Leading the sales process naturally - guiding it to a close by effectively showcasing Workiva's value proposition.
- Regularly and promptly updating customer relationship management tools to report customer contacts.
- Providing consistent and accurate forward-looking information through pipeline analysis to forecast sales.
- Developing and executing a sales strategy with purposeful action to secure the sale.
- Rallying internal support to pursue an account and optimize internal resources.
- Prioritising selling activities and ensuring timely follow-through.
- Maintaining a strong understanding of Workiva products through a commitment to ongoing training and a growth mindset.
Qualifications include:
- Undergraduate Degree or equivalent combination of knowledge and related career experience.
- 4+ years experience in a related role - enterprise technology or similar complex solution sales.
- Understanding of the Software as a Service (SaaS) business model.
- Ability to demonstrate complex software applications.
- Strong business acumen and an ability to understand complex business challenges.
- Executive presence and an ability to communicate at the most senior level.
- Ability to manage multiple complex sales cycles simultaneously.
- Ability to identify and understand the power of influencers versus buyers and how to navigate the nuances of each during the sales cycle.
- Capability for achieving (and exceeding) sales quota targets.
- Ability to negotiate pricing with a focus on retaining value.
- Reliable internet access required for any period of time working remotely and not in a Workiva office.
- Up to 30% travel for regular customer meetings and events.
Account Executive (Financial Services Industry, UK&I) employer: Workiva
Workiva is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for a Senior Strategic Alliance Executive to thrive. With a strong emphasis on employee growth and development, the company offers numerous opportunities for professional advancement while valuing diverse perspectives that drive innovation. Located in a dynamic environment, Workiva supports flexible working arrangements and encourages meaningful contributions to strategic partnerships, ensuring that every team member plays a vital role in shaping the future of the organisation.
StudySmarter Expert Advice🤫
We think this is how you could land Account Executive (Financial Services Industry, UK&I)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Workiva. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Account Executive (Financial Services Industry, UK&I)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Workiva.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Workiva's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Workiva
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Workiva.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Workiva will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Workiva employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
