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VP of Sales - Financial Services

Workiva

Workiva

Accounting & Finance, Sales & Business Development
United States · Remote
Posted on Wednesday, November 1, 2023

Job Summary

The Vice President of Sales - Financial Services is responsible for establishing the sales targets to meet the company objectives. Responsible for developing strategic sales plans based on company goals that will promote sales growth and customer satisfaction for the organization.

Responsibilities
People Management: Builds a strong sustainable organization with high levels of employee engagement by attracting and developing superior talent and rewarding superior performance of teams and individuals

  • Provides employees with coaching, feedback, and developmental opportunities to enhance their skills, motivation, and performance

  • Maintains an atmosphere of respect, mutual support, flexibility, continuous learning, good humor, and commitment to business goals and customer needs to fulfill the company vision

  • Matches staff skills and talent to tasks to ensure optimal engagement and performance

  • Rewards superior team and individual performance in ways that enhance employee engagement, commitment, and satisfaction

  • Establishes and maintain relationships and effectively communicate with customers, business unit leaders and senior management to raise visibility and ensure collaboration with appropriate key stakeholders

  • Manages operations staffing, including recruitment, supervision, scheduling, development, evaluation, and disciplinary actions


Sales Strategy, Vision, and Leadership: Develops and Directs implementation and execution of sales policies and practices

  • Develops annual sales plan in support of Workiva strategy and objectives

  • Identifies and works with Executive Management to recognize internal and external opportunities and solutions

  • Defines and executes strategies to support the vision and leadership of Workiva

  • Ensures communications are coordinated, supports sales plan objectives and meets organizational expenditure requirements in conjunction with VP of Marketing


Sales Management and Operations: Builds, develops and manages sales team capable of carrying out needed sales and service initiatives

  • Prioritizes and drives sales strategies across multiple teams and phases to ensure that customer solutions are aligned with business objectives

  • Oversees the day-to-day activities of the team through staff development, planning and forecasting, and budgetary obligations

  • Implements and manages multiple channel selling strategies and recommends improvements based on market research and competitor analysis


What You'll Need

Minimum Qualifications

  • 15+ years experience in sales, business administration, or related field

  • Bachelor's degree

Preferred Qualifications

  • MBA or Master’s degree

  • SaaS experience

  • Experience selling in the Financial Services industry

  • Second-line management experience

  • Demonstrated leadership in managing a sales team

  • Excellent judgment and creative problem solving skills

  • Negotiation, influencing, and conflict resolution skills

  • Excellent listening, written, and verbal communication skills

  • Stature and confidence

  • Self-reliant and results-oriented


Travel Requirement

  • This position requires up to 50% travel and is primarily outside of the local area and overnight


Working Conditions & Physical Requirements

  • Depending on assigned work location, walking outdoors between company campus facilities in a variety of weather conditions may be necessary to perform responsibilities of this position

  • Reliable internet access for any period of time working remotely, not in a Workiva office.

How You’ll Be Rewarded:

  • Salary range in the US:
$216,000.00 - $279,400.00
  • Eligible for commission based on sales performance
  • Restricted Stock Units granted at time of hire
  • 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Where You’ll Work

Our values drive how we work and who we hire. You will see these values ingrained in how we support our customers, work with team members, build our products and in the work environment we’ve created.

  • Customer Success: Always delight our customers.

  • Trust: Rely on each other.

  • Integrity: Do the right thing, every time.

  • Collaboration: Share resources and work together.

  • Innovation: Keep creating solutions and finding better ways.

  • Inclusion: Support a diverse community where we all belong.

  • Accountability: Be responsible for your success and failure.


We believe our people are our greatest asset, and our unique culture gives employees the opportunity to make an impact everyday. We give our employees the freedom and resources they need—backed by our culture of collaboration and diverse thought—to continue innovating and breaking new ground. We hire talented people with a wide range of skills and experiences who are eager to tackle some of today’s most challenging problems.

At Workiva, you’ll enjoy:

  • Fantastic Benefits: With coverage starting day one, choose from competitive health, dental, and vision plans on the largest physician networks available.

  • Casual Dress: Workiva has a casual work environment, most people wear jeans to the office.

  • Involvement: Ability to participate in Business Employee Resource Groups (Black, Hispanic, Asian, Women, Rainbow (LGBTQIA+), Veterans, Disabilities), Volunteering, Company wide celebrations, and more

  • Work-life Balance: We have competitive PTO, VTO and Parental Leave. We encourage employees to spend time enjoying life outside of work.

Learn more about life at Workiva: https://www.linkedin.com/company/workiva/

Learn more about benefits: https://www.workiva.com/careers/benefits

Workiva is an Equal Employment Opportunity and Affirmative Action Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression genetic information, marital status, citizenship status or any other protected characteristic. We strongly encourage and welcome people from historically marginalized groups to apply.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.

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