Application Guide

How to Apply for Account Executive - Corporate Financial Services - Expansions

at Workiva

🏢 About Workiva

Workiva is a leading cloud-based platform that simplifies integrated ESG reporting, helping organizations achieve transparency in their climate impact and regulatory compliance. Joining Workiva means being part of a mission-driven company at the forefront of sustainable finance and technology, with a strong culture of innovation and collaboration.

About This Role

As an Account Executive for Corporate Financial Services - Expansions, you'll drive growth by expanding existing customer relationships within the financial services sector. You'll identify upsell opportunities, deliver compelling product demonstrations, and close deals that help clients meet their ESG and financial reporting needs. This role is pivotal in accelerating Workiva's market penetration and revenue growth.

💡 A Day in the Life

A typical day involves researching and prioritizing existing accounts, reaching out to executive contacts via email or calls, and conducting virtual product demos tailored to client needs. You'll collaborate with internal teams to strategize on accounts, update CRM records, and analyze your sales pipeline to ensure you're on track to meet targets.

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🎯 Who Workiva Is Looking For

  • Proven track record in B2B sales, specifically in expansion or upsell roles within financial services or related industries.
  • Strong ability to engage and influence executive-level buyers, understanding their strategic priorities and pain points.
  • Excellent communication and presentation skills, with the ability to tailor messages to diverse audiences and handle objections effectively.
  • Self-motivated and organized, with proficiency in CRM tools and a data-driven approach to forecasting and pipeline management.

📝 Tips for Applying to Workiva

1

Highlight your experience with ESG reporting, financial services, or regulatory compliance in your resume and cover letter, as these are key domain areas for Workiva.

2

Quantify your sales achievements (e.g., revenue growth, quota attainment) to demonstrate your ability to deliver results.

3

Showcase your ability to collaborate with cross-functional teams, as this role requires working with inside sales, partnerships, and solution specialists.

4

Research Workiva's platform and recent ESG trends to tailor your application to their specific value proposition.

5

If you have experience with consultative selling and long sales cycles, emphasize that, as it's critical for this role.

✉️ What to Emphasize in Your Cover Letter

["Your passion for sustainability and ESG, aligning with Workiva's mission.", 'Your proven success in expansion sales and building relationships with executive buyers.', 'Your ability to understand complex client challenges and deliver tailored solutions, especially in financial services.', "Specific examples of how you've exceeded sales targets and contributed to company growth."]

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Understand Workiva's core platform and how it addresses ESG reporting, risk, and compliance.
  • → Review recent news about Workiva, including partnerships, product launches, or financial results.
  • → Familiarize yourself with the competitive landscape in ESG and financial reporting software.
  • → Learn about Workiva's company culture and values, possibly through employee reviews or their website.

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 How would you approach a customer who is hesitant to expand their subscription despite needing additional features?
2 Describe a time you successfully navigated a complex sales process with multiple stakeholders.
3 How do you stay informed about ESG regulations and trends that impact financial services?
4 Walk me through how you would forecast your pipeline for the next quarter.
5 How do you collaborate with solution sales teams to close multi-solution deals?
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⚠️ Common Mistakes to Avoid

  • Don't focus only on new customer acquisition; this role is about expansion, so emphasize your upsell/cross-sell experience.
  • Avoid being vague about your sales results; provide concrete numbers and examples.
  • Don't neglect the ESG aspect; show genuine interest and knowledge in sustainability reporting, not just generic sales enthusiasm.

📅 Application Timeline

This position is open until filled. However, we recommend applying as soon as possible as roles at mission-driven organizations tend to fill quickly.

Typical hiring timeline:

1

Application Review

1-2 weeks

2

Initial Screening

Phone call or written assessment

3

Interviews

1-2 rounds, usually virtual

✓

Offer

Congratulations!

Ready to Apply?

Good luck with your application to Workiva!

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