Enterprise Client Director - Financial Services - UK&I

Posted 15 Days Ago
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London, Greater London, England
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 Enterprise Client Director is responsible for driving sales and expansion opportunities within the financial services sector, focusing on new customer subscriptions and collaboration with internal teams to meet client needs. This role requires building strong relationships with executive-level buyers and managing complex sales cycles effectively.
Summary Generated by Built In

The Enterprise Client Director is responsible for obtaining new business and customer expansion sales opportunities from Executive-level buyers and influencers in either private or publicly traded companies. Enterprise Client Directors are focused on selling Workiva’s core platform and collaborate with other Workiva Solution Sales teams to deliver multi-solution sales across our largest customer accounts.

Successful candidates will build relationships and identify Workiva products and solutions that meet customer needs to drive customer acquisition within an assigned territory. Sales growth is attained through new customer subscriptions, professional services, delivery and training.

In this pivotal role, you will be responsible for driving sales and building strong relationships with a select group of our largest customer accounts within the financial services sector across the UK&I. You will engage with both existing and new clients - leveraging Workiva’s platform to meet their complex business needs.

The ideal candidate will have a proven track record in enterprise platform sales, exceptional strategic thinking abilities, and a deep understanding of the top tier financial services organizations in the region.

What You’ll Do

  • Actively seek out sales opportunities in collaboration with peer Sales teams, Inside Sales, and Partnerships to generate qualified sales pipeline

  • Utilize information gathered during the needs analysis phase to deliver a compelling demonstration of the Workiva platform

  • Skillfully address customer objections - removing obstacles - and finding solutions to various client challenges

  • Lead the sales process naturally - guiding it to a close by effectively showcasing Workiva's value proposition

  • Regularly and promptly update customer relationship management tools to report customer contacts

  • Provide consistent and accurate forward-looking information through pipeline analysis to forecast sales 

  • Develop and deliver strategic account planning with purposeful action to secure sales success

  • Rally internal support to pursue an account and optimize internal resources

  • Prioritize selling activities and ensure timely follow-through

  • Maintain a strong understanding of Workiva products through a commitment to ongoing training and a growth mindset

  • Share knowledge, successes, lessons learned and best practices with peers across teams

What You'll Need

Minimum Qualifications

  • 10+ years experience in a related role - enterprise technology or similar complex solution sales

  • Undergraduate Degree or equivalent combination of knowledge and related career experience 

Preferred Qualifications

  • Understanding of the Software as a Service (SaaS) business model

  • Ability to demonstrate complex software applications

  • Demonstrated experience navigating and delivering sales success across large, enterprise organizations

  • Strong business acumen and an ability to understand complex business challenges

  • Executive presence and an ability to communicate at the most senior level

  • Ability to identify and understand the power of influencers versus buyers and how to navigate the nuances of each during the sales cycle

  • Ability to manage multiple complex sales cycles simultaneously

  • Ability to negotiate pricing with a focus on retaining value

  • Consistent demonstration and capability for achieving (and exceeding) sales quota targets

Travel Requirement & Working Conditions

  • Up to 30% travel for regular customer meetings and events

  • Reliable internet access required for any period of time working remotely and not in a Workiva office

  • Share knowledge, successes, lessons learned and best practices with peers across teams - including actor a mentor to peers

Workiva is an Equal Opportunity 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, gender identity, race, religion, disability status, sexual orientation, or any other protected characteristic.  

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.

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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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