Sales Development Representative

🕒 May 21

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Workiva

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2008

☁️ SaaS

💸 Finance

📋 Compliance

SaaS • Finance • Compliance

Workiva is a cloud-based, AI-powered platform that unifies financial reporting, risk and compliance management, and sustainability reporting. It enables teams to connect data across systems, collaborate in real time, automate reporting (including XBRL tagging), and maintain auditability and traceability for regulated disclosures and assurance processes. Workiva serves large enterprises and finance, legal, audit, and sustainability teams to accelerate reporting, improve accuracy, and reduce risk.

📋 Description

• Partner closely with Account Executives to develop an ongoing engagement strategy with assigned customer and prospect accounts to drive revenue goals • Provide baseline research and intelligence within target accounts to identify key contacts and critical account information • Prospect into target accounts via cold-calling, outbound prospecting, networking, email, e-marketing, campaigns, and social outreach • Qualify leads and contacts based upon specifically defined criteria to transition meaningful sales leads into the pipeline • Learn and demonstrate a fundamental understanding of Workiva’s Platform and clearly articulate its capabilities and advantages to decision makers • Contribute to critical functions associated with fulfilling the sales cycle (forecasting, reporting, Customer Relationship Management (CRM) maintenance, correspondence, and communications) • Drive attendance to various events (webinar, conferences, etc.), and provide post-event follow-up • Develop and maintain a current understanding of Workiva’s latest product offerings, and competitive product/market knowledge • Meets or exceeds quarterly, monthly, or quarterly goals and metrics

🎯 Requirements

• 3+ years of related experience in sales, business development, lead generation, or similar • Associate’s degree or equivalent combination of knowledge and related career experience • Excellent verbal, written, and interpersonal communication skills with a professional demeanor • Self-motivated with a strong propensity for action, results, and continuous improvement • Ability to work successfully in a high-growth organization - balancing competing priorities and initiatives • Exceptional organizational skills with the ability to multitask and manage multiple processes, programs, and procedures simultaneously • Capable of learning, developing, and integrating skills in an online training environment • Experience with CRM tools - ideally Salesforce • Proven success in meeting sales goals and metrics • Ability to travel up to 10% travel for customer meetings and internal events

🏖️ Benefits

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