Director of Partner Sales - Financial Services
The Director of Partner Sales - Financial Services is a driving force in the establishment, growth, and GTM strategy within Workiva for our Financial Services vertical across Insurance, Investments and Banking. The Director will leverage their experience to identify and establish new partnership opportunities, optimize existing partner relationships, and develop offerings and accelerators relevant to the Financial Services vertical, while driving net-new growth. This position works closely with the VP of Global Channels & Alliances and the VP of Sales - Financial Services. Cross organizational alignment with Account Executives, Alliance Directors, Marketing, Product Development, Solutions, Customer Success, and Sales Operations is critical in ensuring program success.
What You’ll Do
Develop and execute the Go to Market Strategy for Channel and Alliances
Regional Consulting Partners
GSIs
ISVs
Distributors
Provide leadership in driving:
Executive level relationship management
Contracting strategy
Market Intelligence
Sourced and Co-Sell bookings
Partner recruitment & activation
Partner Enablement and delivery excellence
Escalations
Pipeline development
Pipe Nurture
What You'll Need
Minimum Qualifications
8+ years of related experience in software and/or SaaS and/or consulting
Undergraduate Degree or equivalent combination of education and experience in a related field.
Preferred Qualifications
Consulting experience with Big 4 and/or Top Tier Consulting & Advisory Firms
Proven ability to develop and execute a strategy involving multiple stakeholders
Experience selling in the Financial Services Vertical
Self-motivated with 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, 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 organizational 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 strong ability to be flexible in work approach based on business needs
Travel Requirement & Working Conditions
Up to 35% travel across North America for regular customer meetings and events
Reliable internet access required for any period of time working remotely and not in a Workiva office
How You’ll Be Rewarded
✅ On Target Earnings (OTE) range in the US: 222,000.00 - 357,000.00 USD Annual
✅ 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.
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.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com.
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.
#LI-EK1
About the job
Apply for this position
Director of Partner Sales - Financial Services
The Director of Partner Sales - Financial Services is a driving force in the establishment, growth, and GTM strategy within Workiva for our Financial Services vertical across Insurance, Investments and Banking. The Director will leverage their experience to identify and establish new partnership opportunities, optimize existing partner relationships, and develop offerings and accelerators relevant to the Financial Services vertical, while driving net-new growth. This position works closely with the VP of Global Channels & Alliances and the VP of Sales - Financial Services. Cross organizational alignment with Account Executives, Alliance Directors, Marketing, Product Development, Solutions, Customer Success, and Sales Operations is critical in ensuring program success.
What You’ll Do
Develop and execute the Go to Market Strategy for Channel and Alliances
Regional Consulting Partners
GSIs
ISVs
Distributors
Provide leadership in driving:
Executive level relationship management
Contracting strategy
Market Intelligence
Sourced and Co-Sell bookings
Partner recruitment & activation
Partner Enablement and delivery excellence
Escalations
Pipeline development
Pipe Nurture
What You'll Need
Minimum Qualifications
8+ years of related experience in software and/or SaaS and/or consulting
Undergraduate Degree or equivalent combination of education and experience in a related field.
Preferred Qualifications
Consulting experience with Big 4 and/or Top Tier Consulting & Advisory Firms
Proven ability to develop and execute a strategy involving multiple stakeholders
Experience selling in the Financial Services Vertical
Self-motivated with 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, 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 organizational 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 strong ability to be flexible in work approach based on business needs
Travel Requirement & Working Conditions
Up to 35% travel across North America for regular customer meetings and events
Reliable internet access required for any period of time working remotely and not in a Workiva office
How You’ll Be Rewarded
✅ On Target Earnings (OTE) range in the US: 222,000.00 - 357,000.00 USD Annual
✅ 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.
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.
Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com.
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.
#LI-EK1