Director of Partner Sales - Financial Services

Posted 6 Days Ago
Hiring Remotely in USA
Remote
126K-214K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Professional Services • Software • Analytics • Financial Services
Workiva is the world's leading cloud platform for transparent reporting.
The Role
The Director of Partner Sales for Financial Services at Workiva focuses on developing and executing partnership strategies. Responsibilities include managing executive relationships, pipeline development, and partner recruitment within the Financial Services vertical. The role requires collaborating with various departments to achieve program success and may involve up to 35% travel for customer meetings.
Summary Generated by Built In

The Director of Partner Sales - Financial Services is a driving force in the establishment, growth, and GTM strategy within Workiva for our Financial Services vertical. The Director will leverage their experience to identify and establish new partnership opportunities, optimize existing partner relationships, and develop offerings and accelerators relevant to the Financial Services vertical, while driving net-new growth. This position works closely with the VP of Global Channels & Alliances and the VP of Sales - Financial Services. Cross organizational alignment with Account Executives, Alliance Directors, Marketing, Product Development, Solutions, Customer Success, and Sales Operations is critical in ensuring program success.
What You'll Do
Develop and execute the Go to Market Strategy for Channel and Alliances

  • Regional Consulting Partners
  • GSIs
  • ISVs
  • Distributors


Provide leadership in driving:

  • Executive level relationship management
  • Contracting strategy
  • Market Intelligence
  • Sourced and Co-Sell bookings
  • Partner recruitment & activation
  • Partner Enablement and delivery excellence
  • Escalations
  • Pipeline development
  • Pipe Nurture


What You'll Need
Minimum Qualifications

  • 8+ years of related experience in software and/or SaaS and/or consulting
  • Undergraduate Degree or equivalent combination of education and experience in a related field.


Preferred Qualifications

  • Proven ability to develop and execute a strategy involving multiple stakeholders
  • Experience selling in the Financial Services Vertical
  • Self-motivated with 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, 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 organizational skills with the ability to multitask and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines
  • Excellent judgment and creative problem-solving/critical thinking skills
  • Thrives in a collaborative environment and strong ability to be flexible in work approach based on business needs


Travel Requirement & Working Conditions

  • Up to 35% travel across North America for regular customer meetings and events
  • Reliable internet access required for any period of time working remotely and not in a Workiva office


How You'll Be Rewarded
• Salary range in the US: $126,000.00 - $214,000.00• 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.
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 is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [email protected].
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
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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The Company
HQ: Ames, IA
2,800 Employees
Remote Workplace
Year Founded: 2008

What We Do

Workiva simplifies complex work for thousands of organizations around the world, including 85% of the Fortune 500®. Our cloud technology, the Workiva platform, is a fit-for-purpose, connected reporting and compliance platform that enables our customers to streamline processes, connect data and teams, and ensure consistency—all within a controlled, secure, audit-ready platform. Workiva customers connect critical business data directly from source systems to our cloud platform, seamlessly enabling collaboration and deep integration into existing workstreams. The Workiva platform provides unparalleled trust, transparency, and assurance for all stakeholders. That’s why thousands of enterprises across 170 countries use the Workiva platform.

Why Work With Us

Our mission at Workiva—powering transparent reporting for a better world—is driven by company values and principles. They inspire and guide what we do—from how we build our software to how we treat our employees. Here you have the freedom and resources you need—backed by a culture of collaboration and diverse thought—to keep breaking new ground.

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