Enterprise Client Director - Financial Services

The Enterprise Client Director is responsible for obtaining new business and customer expansion sales opportunities from Executive-level buyers and influencers in the Financial Services Industry, across both private and 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. 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 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 - including serving as a mentor to peers

What You’ll Need

Minimum Qualifications

10+ years experience in a related role - enterprise technology or similar complex solution sales across major customer accounts

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

Excellent account planning capabilities

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

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

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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