Principal Financial Services Executive - FSI
About The Position
As a Principal Services Executive for FSI, you are the services and deployment lead on key Financial Services accounts. You will own the services strategy for your territory, helping customers design implementation roadmaps, estimate effort and cost, and align resources to achieve their business and financial outcomes. This is a quota-bearing role focused on services revenue. The primary responsibility is to support and accelerate Workday subscription sales by shaping, selling, and closing the corresponding services engagements You will use your FSI and FINS expertise, along with your experience in ERP/Financials/Planning, to position Workday’s services, methodologies, and partner ecosystem as the best path to successful deployment. You will support complex, enterprise-level sales cycles, lead services discovery, and scoping, and create compelling proposals and SOWs that connect sales strategy to delivery. You will work across direct and partner-led motions, collaborating with account teams and partners to: Understand customer objectives, constraints, and risk profile Design deployment and transformation approaches tailored to FSI needs Shape and negotiate services deals that set engagements up for success Monitor in-flight customer engagements and coordinate the right interventions from Global Services, Partners, and Customer Experience teams This role is ideal for someone who thrives in front of customers, can anticipate what’s needed next in a deal or deployment, and enjoys owning the connection between “what we sell” and “how we deliver” in complex FSI environments.
Requirements
- 4+ years in services sales, consulting, or implementation delivery within Financial Services Industry (FSI)
- Strong Financials (FINS) expertise (debits/credits, budgeting, financial planning)
- 4+ years with enterprise ERP, Financials, or similar SaaS solutions, including complex services engagements and enterprise sales cycles
- Anticipatory thinking: predicts next steps, risks, and resource needs ahead of time
- High initiative and ownership; acts on gaps and opportunities without detailed direction
- Strong communication and presentation skills with an engaging, consultative style
Nice To Haves
- End-to-end implementation or deployment experience; connects sales strategy to delivery
- Experience in ERP/Financials ecosystems (vendors, partners, implementation approaches)
- Strong cross-functional collaboration with Sales, Pre-sales, Partners, and Customer Success
- Experience supporting RFPs, proposals, and services estimates in enterprise sales environments
- Excellent client-facing storytelling and presentation skills in complex sales cycle
- Ability to travel within United States of America
Responsibilities
- Own the services strategy for your territory
- Help customers design implementation roadmaps, estimate effort and cost, and align resources to achieve their business and financial outcomes
- Support and accelerate Workday subscription sales by shaping, selling, and closing the corresponding services engagements
- Position Workday’s services, methodologies, and partner ecosystem as the best path to successful deployment
- Support complex, enterprise-level sales cycles, lead services discovery, and scoping, and create compelling proposals and SOWs that connect sales strategy to delivery
- Understand customer objectives, constraints, and risk profile
- Design deployment and transformation approaches tailored to FSI needs
- Shape and negotiate services deals that set engagements up for success
- Monitor in-flight customer engagements and coordinate the right interventions from Global Services, Partners, and Customer Experience teams
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
