Application Guide

How to Apply for Senior Solution Sales Executive - Capital Markets

at Workiva

🏢 About Workiva

Workiva is a leading cloud-based platform that simplifies complex business reporting, including ESG, financial, and operational data. Their mission to ensure transparent climate impact and compliance is at the forefront of their work, making them a purpose-driven company. Working here offers the chance to be part of a fast-growing, innovative team that values collaboration and making a real-world impact.

About This Role

This role is pivotal in expanding Workiva's presence in the legal sector, specifically targeting capital markets law firms. You'll be responsible for building strategic relationships with legal stakeholders, driving adoption of Workiva's platform for capital market transactions, and ultimately contributing to the company's growth in a niche market. This is an impactful position that directly influences revenue and market penetration.

💡 A Day in the Life

A typical day might start with checking emails and planning outreach to law firm partners. You might have several virtual meetings with potential clients, delivering product demos or discussing their needs. In the afternoon, you could collaborate with the marketing team on a lunch-and-learn event or analyze your sales pipeline in the CRM, preparing for upcoming negotiations.

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🎯 Who Workiva Is Looking For

  • Proven sales experience in a B2B environment, ideally with a focus on capital markets or financial services.
  • Strong ability to build and nurture relationships with senior legal professionals (partners, associates).
  • Excellent communication and presentation skills, with the ability to deliver compelling product demonstrations.
  • Strategic mindset with the ability to identify and pursue new business opportunities within law firms.
  • Familiarity with CRM tools and a data-driven approach to forecasting and territory management.

📝 Tips for Applying to Workiva

1

Tailor your resume to highlight any experience you have selling to or working with law firms, especially those in capital markets.

2

In your cover letter, explicitly mention your understanding of the capital markets landscape and the role of law firms in transactions.

3

Research Workiva's platform, particularly its use in capital markets and ESG reporting, and mention specific features that would appeal to law firms.

4

Emphasize your ability to build long-term relationships and your track record in strategic sales roles.

5

If you have experience with co-selling or partnering with other teams (Sales, Marketing), highlight that to show you can collaborate effectively.

✉️ What to Emphasize in Your Cover Letter

["Express enthusiasm for Workiva's mission and its innovative approach to ESG and financial reporting.", 'Highlight your experience in sales, specifically any achievements in the legal or capital markets sector.', 'Show that you understand the challenges law firms face in capital market transactions and how Workiva can address them.', 'Mention your ability to work remotely and manage your own schedule, as this is a remote position.']

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Familiarize yourself with Workiva's product offerings, especially their solutions for capital markets and ESG reporting.
  • → Read recent news about Workiva, including any partnerships or expansions in the legal sector.
  • → Understand the competitive landscape: who are Workiva's competitors in this space and what differentiates them?
  • → Look into the specific needs of law firms in capital markets, such as SEC filings, due diligence, and compliance.

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 How would you approach building relationships with partners at top law firms?
2 Describe a time you overcame a major objection from a client.
3 How do you stay up-to-date with capital market trends and regulations?
4 Can you walk us through a successful co-sell strategy you implemented?
5 How do you prioritize your time and manage a large territory effectively?
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⚠️ Common Mistakes to Avoid

  • Avoid being too generic in your application; don't use a one-size-fits-all cover letter.
  • Don't underestimate the importance of relationship-building; this role is not just about transactional sales.
  • Avoid neglecting to mention your understanding of the legal or capital markets industry, as this is crucial for the role.

📅 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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