Summary

Workiva is looking for a Sales Enablement Principal for Financial Services that is experienced in selling to economic buyers in the Financial Services Industry  (investments, banking and insurance) across the globe.  The FS lead will be a collaborative partner with Sales Leadership, Analyst Relations, Industry Experts, Product Marketing and Product Management, to ensure Workiva Sales Leadership and Sellers are prepared for business conversations on issues facing financial services executives.  From the seller’s first day at Workiva on, the FS lead will work in partnership with Sales Leadership to drive seller productivity through onboarding, instructor-led training and just-in-time learning that equips sellers, ensures comprehension and demonstrates readiness before they engage with customers.  The FS Lead will influence the GTM motions, messaging and assets that support the FS team by enforcing sales consumability and usability as they work  in partnership with the FS Product Management and Product Marketing leads.  As part of the Workiva Revenue Enablement organization, you will collaborate with Enablement Leadership to create and deliver programs that reduce time-to-productivity and increase ARR in the Financial services sector by working proactively to prepare Sales Leadership to coach and drive best-practices.  

What You’ll Do 

• Work with FS Leadership to create a strategic plan to win and drive the cross-functional work streams to create the enablement materials

• Create and lead one-to-many and one-to-one learning experiences that drive productivity during onboarding and everboarding experiences

• Work closely with go-to-market stakeholders to create and lead sales-consumable programs 

• Partner on a daily basis with the the Global Field Coaching team to ensure alignment with the needs of the front-line management team

• Participate actively in global sales calls, regional meetings and forecasts in order to stay connected with the business, identify needs and provide updates on programs

• Support the planning, coordination, prioritization, and execution of training activities such as webinars, onboarding, certification and ongoing readiness on key releases

• Create certifications and practicums that ensure our sellers are prepared for customer engagements 

• Develop, maintain, and report on key KPIs for enablement programs that align to leading indicators of revenue

• Work in collaboration with the Creative Operations team to develop, deploy, and maintain learning assets through internal and partner facing platforms

What You’ll Need

Minimum Qualifications

• Requires a minimum of 10 years of relevant experience with a Bachelor’s degree; or 8 years and a Master’s degree; or a PhD with 6 years of experience

• Experience selling technology to CFOs, CAOs or COOs 

• Experience facilitating virtual and classroom training  

• Experience enabling multiple sales audiences on a platform sale with multiple C-Level economic buying audiences

• Salesforce.com experience required

Preferred Qualifications 

• Proven track record of building and maintaining scalable programs

• Understanding of strategic alliance and channel organizations in Saas software 

• Outstanding time management skills - strong business acumen with an ability to prioritize multiple functions and tasks

• Strong cross-functional collaboration skills, and proven ability to influence across organizational boundaries

• Exceptional communication and presentation skills, with the ability to articulate complex concepts to non-technical buyers

• Learning Management System experience 

• Experience in Enterprise software companies 

• Highspot experience preferred

• Hands-on experience with Workiva solutions is a plus

Traveling Requirements & Workiva Conditions

• Global travel up to 30%

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

How You’ll Be Rewarded

✅ Salary range in the US: $147,000.00 - $250,000.00

✅ A discretionary bonus typically paid annually

✅ 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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