Regional Sales Director - Capital Markets - New York City 

The Regional Sales Director (RSD) - Capital Markets , is an individual-contributor account executive role as an enterprise software seller, heavily focused on new business selling in a team sales matrix environment.

RSDs are responsible for obtaining new business and customer expansion from executive-level buyers and influencers.

Successful candidates will build relationships and identify Workiva solutions and services that meet customer needs to drive customer acquisition within a Capital Markets territory.

Sales growth is attained through new customers and new solutions.

What You’ll Do :

Actively prospects for sales opportunities while working strategically with Account Owners, Inside Sales and Partnerships to generate qualified opportunities

Presents to Customers : Uses the facts found in the needs analysis phase to present a compelling demonstration of the Workiva platform and create a customer belief that they must have Workiva solutions

Handles Objections : Skillfully probes for objections and removes obstacles or eliminates barriers to gain commitment; solves different client challenges, and can pull forward the best possible solution

Closes Sales : Naturally leads the sales process to a close by demonstrating Workiva’s value proposition

Reports Customer Contacts : Updates customer relationship management tools regularly and timely

Forecasts Sales : Provides consistent and accurate forward-looking information though pipeline analysis

Plans Sales Strategy : Plans and executes sales strategy with purposeful action to complete the sale

Optimizes Internal Resources : Gathers internal support to pursue an account

Prioritizes selling activities and follows through in a timely fashion

Maintains a strong knowledge of Workiva solutions through a commitment to ongoing training

What You'll Need :

Minimum Qualifications

4+ years sales experience in a related role selling to Executive-level buyers - enterprise technology, Software as a Service (SaaS) or similar complex solution sales

Bachelor's degree or equivalent relevant career experience

Preferred Qualifications

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

Experience selling to the office of the CFO at pre IPO Customers

Ability to demonstrate complex software applications

Strong business acumen and and ability to understand complex business issues

Executive presence; 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

Capability for achieving (and exceeding) sales quota targets

Travel Requirement : Up to 30% Travel

Up to 30% Travel

Working Conditions & Physical Requirements :

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 : $91,000.00 - $154,000.00

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.

Where You’ll Work

Our values drive how we work and who we hire. You will see these values ingrained in how we support our customers, work with team members, build our products and in the work environment we’ve created.

We believe our people are our greatest asset, and our unique culture gives employees the opportunity to make an impact everyday.

We give our employees the freedom and resources they need backed by our culture of collaboration and diverse thought to continue innovating and breaking new ground.

We hire talented people with a wide range of skills and experiences who are eager to tackle some of today’s most challenging problems.

At Workiva, you’ll enjoy :

Fantastic Benefits : With coverage starting day one, choose from competitive health, dental, and vision plans on the largest physician networks available.

Casual Dress : Workiva has a casual work environment, most people wear jeans to the office.

Involvement : Ability to participate in Business Employee Resource Groups (Black, Hispanic, Asian, Women, Rainbow (LGBTQIA+), Veterans, Disabilities), Volunteering, Company wide celebrations, and more

Work-life Balance : We have competitive PTO, VTO and Parental Leave. We encourage employees to spend time enjoying life outside of work.

Learn more about life at Workiva :

Learn more about benefits :

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 .

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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