The Partner Sales Executive – Financial Services & Investment is key to executing Workiva’s Partner Sales strategy across the Financial Services and Investment market. You will work directly with regional Sales and Alliance leaders to align partner strategies with field sales goals, which helps boost win rates and revenue for both Workiva and our partners. This role involves close collaboration with sales teams to drive strategic partner attachments, develop partner-sourced opportunities, and coordinate account planning activities across priority Financial Services and Investment accounts. Success is built on aligning efforts across Account Executives, Alliance Directors, Marketing, Customer Success, and Product teams, while developing strong relationships across the Financial Services partner ecosystem.
What You’ll Do
Manage the day-to-day partner sales discussions across the Financial Services and Investment market, including pipeline and deal management, and ensure the commercial success of partnerships by working closely with regional sales leaders to align efforts with local goals
Own partner-sourced pipeline development and co-sell execution across the Financial Services and Investment market, working with partners and sales teams to progress priority opportunities and deliver regional revenue goals
Identify pipeline and partner coverage gaps and develop action plans in collaboration with sales leadership
Engage in strategic account and whitespace planning sessions with partners and internal teams across priority Financial Services and Investment accounts
Lead regional and account-level sales co-selling motions, ensuring the right partners are engaged effectively throughout the sales cycle
Build and strengthen relationships with global and regional consulting, advisory, technology, and implementation partners serving Financial Services customers
Engage senior stakeholders across partners and Financial Services customers to strengthen executive alignment and support strategic opportunities
Assist with sales involvement in region-focused events, such as webinars and dinners, and collaborate on regional marketing initiatives with partners
Track partner performance and ensure regional and solution commercial goals are met
Develop a strong understanding of the Financial Services and Investment ecosystem to identify new partner-led growth opportunities
What You'll Need
Minimum Qualifications
5+ years of related experience in software, SaaS, and/or consulting, including selling to large enterprise commercial customers
Experience working with or selling into Financial Services organisations, ideally across banking, insurance, asset management, investment management, or related sectors
Extensive experience selling solutions through partner channels
Undergraduate Degree or equivalent combination of education and experience in a related field
Preferred Qualifications
Previous experience managing relationships between global consulting firms and software vendors, ideally within the Financial Services ecosystem
Strong understanding of the Financial Services ecosystem and how consulting, advisory, and technology partners influence enterprise buying decisions
Existing relationships within the Financial Services and/or Investment partner ecosystem are highly desirable
Proven ability to develop and execute a strategy involving multiple stakeholders
Self-motivated with a strong propensity for action, results, and continuous improvement
Experience interacting cross-functionally in a matrix-oriented environment critical (including but not limited to sales, services, product, customer success, marketing, and operations)
Ability to identify ways to successfully develop and execute a strategy
Ability to engage and collaborate with senior leaders and external partners
Negotiation, influencing, collaboration, and conflict resolution skills
Exceptional organisational skills with the ability to multitask and manage multiple processes, programs,…