The Partner Sales Executive – Financial Services & Investment is key to executing Workiva’s Partner Sales strategy across the Financial Services and Investment market. You will work directly with regional Sales and Alliance leaders to align partner strategies with field sales goals, which helps boost win rates and revenue for both Workiva and our partners. This role involves close collaboration with sales teams to drive strategic partner attachments, develop partner-sourced opportunities, and coordinate account planning activities across priority Financial Services and Investment accounts. Success is built on aligning efforts across Account Executives, Alliance Directors, Marketing, Customer Success, and Product teams, while developing strong relationships across the Financial Services partner ecosystem. What You’ll Do Manage the day-to-day partner sales discussions across the Financial Services and Investment market, including pipeline and deal management, and ensure the commercial success of partnerships by working closely with regional sales leaders to align efforts with local goals Own partner-sourced pipeline development and co-sell execution across the Financial Services and Investment market, working with partners and sales teams to progress priority opportunities and deliver regional revenue goals Identify pipeline and partner coverage gaps and develop action plans in collaboration with sales leadership Engage in strategic account and whitespace planning sessions with partners and internal teams across priority Financial Services and Investment accounts Lead regional and account-level sales co-selling motions, ensuring the right partners are engaged effectively throughout the sales cycle Build and strengthen relationships with global and regional consulting, advisory, technology, and implementation partners serving Financial Services customers Engage senior stakeholders across partners and Financial Services customers to strengthen executive alignment and support strategic opportunities Assist with sales involvement in region-focused events, such as webinars and dinners, and collaborate on regional marketing initiatives with partners Track partner performance and ensure regional and solution commercial goals are met Develop a strong understanding of the Financial Services and Investment ecosystem to identify new partner-led growth opportunities What You'll Need Minimum Qualifications 5+ years of related experience in software, SaaS, and/or consulting, including selling to large enterprise commercial customers Experience working with or selling into Financial Services organisations, ideally across banking, insurance, asset management, investment management, or related sectors Extensive experience selling solutions through partner channels Undergraduate Degree or equivalent combination of education and experience in a related field Preferred Qualifications Previous experience managing relationships between global consulting firms and software vendors, ideally within the Financial Services ecosystem Strong understanding of the Financial Services ecosystem and how consulting, advisory, and technology partners influence enterprise buying decisions Existing relationships within the Financial Services and/or Investment partner ecosystem are highly desirable Proven ability to develop and execute a strategy involving multiple stakeholders Self-motivated with a 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, and 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 organisational 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 has a strong ability to be flexible in work approach based on business needs Travel Requirements & Working Conditions Up to 35% travel for regular customer meetings and events Reliable internet access required for any period of time working remotely and not in a Workiva office Why Join Workiva Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world. At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you. 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. #LI-RE1 ✅ About Workiva ✅ Life at Workiva ✅ Benefits & Perks ✅ People & Culture at Workiva ✅ Workiva Newsroom ✅ Leadership Team Apply for open positions through your Workday account on our Internal Career Site. For questions, please reach out to the recruiter listed on the job posting.

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