• 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 execute a sales strategy with purposeful action to secure the sale • 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

• Responsible for driving new business development and expanding the organization’s footprint within assigned regional territories. • Focuses on generating new opportunities, promoting roadside assistance technology and call center solutions, and managing the early-to-mid stages of the sales cycle. • Serves as the frontline ambassador for the organization, directly engaging with prospective clients in the field to understand their operational needs, present value-driven solutions, and contribute to the overall revenue growth of the sales team. • Execute proactive business development campaigns and territory plans to identify, qualify, and engage prospective B2B clients in the field. • Conduct regular site visits, face-to-face meetings, and virtual presentations to demonstrate the value of the organization’s technological solutions and call center services. • Manage the end-to-end sales pipeline for assigned regional accounts, from initial outreach and discovery to proposal delivery and contract execution. • Maintain meticulous records of all field activities, pipeline progression, and customer interactions within the organization's CRM system. • Collaborate closely with the Sales Manager and internal support teams (Marketing, Operations) to align field messaging with broader corporate strategies and product capabilities. • Gather and relay market feedback, competitor activities, and emerging customer needs to internal stakeholders to aid in continuous product and service improvement. • Prepare and present tailored commercial proposals, utilizing standard pricing models and financial frameworks to ensure mutually beneficial client agreements.

• Execute proactive business development campaigns and territory plans to identify, qualify, and engage prospective B2B clients in the field. • Conduct regular site visits, face-to-face meetings, and virtual presentations to demonstrate the value of the organization’s technological solutions and call center services. • Manage the end-to-end sales pipeline for assigned regional accounts, from initial outreach and discovery to proposal delivery and contract execution. • Maintain meticulous records of all field activities, pipeline progression, and customer interactions within the organization's CRM system. • Collaborate closely with the Sales Manager and internal support teams (Marketing, Operations) to align field messaging with broader corporate strategies and product capabilities. • Gather and relay market feedback, competitor activities, and emerging customer needs to internal stakeholders to aid in continuous product and service improvement. • Prepare and present tailored commercial proposals, utilizing standard pricing models and financial frameworks to ensure mutually beneficial client agreements.

• Identify, initiate, and nurture relationships with qualified prospects over the phone and via email • Manage the entire sales cycle, from initial discovery call through close • Build and maintain a sizeable pipeline of mid-market and enterprise prospects • Perform compelling product demos and sales presentations with Director, VP, and C-Level contacts • Light travel to trade shows and events might be required