Application Guide

How to Apply for Manager of Inside Sales (Financial Services Preferred)

at Workiva

🏢 About Workiva

Workiva is at the forefront of ESG reporting, offering a cloud platform that simplifies integrated reporting for climate impact and compliance. Working here means joining a mission-driven company that values transparency and sustainability, with a strong focus on innovation in the financial services sector.

About This Role

As Manager of Inside Sales, you will build and lead a team to drive pipeline and revenue growth, focusing on the financial services vertical. Your impact will be direct: scaling a high-performing team, coaching reps, and aligning with cross-functional teams to execute go-to-market strategies.

💡 A Day in the Life

Your day starts with a stand-up with your team, reviewing pipeline and coaching on key deals. Mid-morning, you meet with marketing to align on campaigns targeting financial services. Afternoons are spent in 1:1s with reps, analyzing performance data, and collaborating with sales leadership on strategy.

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🎯 Who Workiva Is Looking For

  • Has 5+ years of sales development experience, ideally in B2B SaaS, with a track record of exceeding targets.
  • Possesses 2+ years of direct people management experience, including hiring, coaching, and developing inside sales reps.
  • Understands the financial services landscape deeply, including regulatory and compliance nuances, to tailor sales approaches.
  • Thrives in a high-growth, remote environment, demonstrating ability to scale teams and processes while fostering a collaborative culture.

📝 Tips for Applying to Workiva

1

Highlight specific examples of how you've scaled an inside sales team in a remote setting, including metrics like pipeline growth or team attainment.

2

Tailor your resume to emphasize experience with financial services clients or products, using relevant keywords like 'ESG', 'compliance', or 'regulatory reporting'.

3

In your cover letter, mention your familiarity with Workiva's platform or ESG reporting trends to show genuine interest.

4

Quantify your management achievements, such as number of direct reports, training programs implemented, or revenue targets met.

5

Research Workiva's recent news or blog posts about ESG and financial services to reference during your application.

✉️ What to Emphasize in Your Cover Letter

["Your passion for ESG and sustainability, and how it aligns with Workiva's mission to streamline transparent reporting.", 'Your experience managing inside sales teams in a high-growth SaaS company, with specific metrics.', 'Your knowledge of the financial services industry, including challenges around data transparency and compliance.', 'Your leadership philosophy and how you develop team members through coaching and career growth.']

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Read Workiva's latest annual report and ESG disclosures to understand their product and market positioning.
  • → Review news about Workiva's partnerships or acquisitions in the financial services space.
  • → Understand the competitive landscape for ESG reporting tools, such as Salesforce Net Zero Cloud or Persefoni.
  • → Follow Workiva's blog and social media to stay updated on their thought leadership in ESG.

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 How would you structure the onboarding and training for new inside sales reps in a remote environment?
2 Describe a time you turned around an underperforming sales team or rep; what steps did you take?
3 What strategies would you use to penetrate the financial services vertical with Workiva's ESG solution?
4 How do you balance short-term pipeline goals with long-term team development?
5 How would you collaborate with marketing and product teams to align go-to-market strategies for financial services?
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⚠️ Common Mistakes to Avoid

  • Applying without mentioning ESG or sustainability experience, even if indirect, as it's central to Workiva's mission.
  • Focusing only on general sales management without highlighting financial services expertise or interest.
  • Overlooking the remote work aspect; failing to demonstrate experience managing distributed teams or using virtual collaboration tools.

📅 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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