Senior Services Executive - Financial Services Industry

Workday•Chicago, IL

8d•Hybrid

About The Position

Workday is seeking a Senior Services Executive to join their Financial Services Industry Services Sales team. This role acts as a trusted advisor to Financial Services customers and prospects, connecting Workday’s services, partners, and platform capabilities to real deployment and value-realization outcomes. The team works closely with Account Executives, Sales Directors, Pre-sales, Value Engineering, Partners, and Customer Success to shape services strategy, differentiate Workday’s deployment approach, and set customers up for successful implementations. The team is accountable for protecting and advancing Workday’s track record of customer satisfaction while helping drive subscription growth, services adoption, and long-term platform consumption across Financial Services. As a Senior Services Executive for Financial Services Industry, you will serve as 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 Financial Services Industry and Financials expertise, along with your experience in ERP, Financials, or Planning solutions, 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 statements of work 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 profiles, design deployment and transformation approaches tailored to Financial Services needs, shape and negotiate services deals that set engagements up for success, and 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 is needed next in a deal or deployment, and enjoys owning the connection between what we sell and how we deliver in complex Financial Services environments.

Requirements

Minimum of 4 years of experience in services sales, consulting, or implementation delivery within the Financial Services Industry.
Minimum of 4 years of experience with enterprise ERP, Financials, Planning, or similar SaaS solutions.
Prior experience with Financials solutions, including accounting, budgeting, financial planning, or financial operations.
Minimum of 4 years of experience supporting complex services engagements or enterprise sales cycles.
Prior experience creating or supporting services proposals, statements of work, implementation estimates, or deployment roadmaps.

Nice To Haves

Experience connecting sales strategy to implementation or deployment delivery.
Experience working across ERP, Financials, or Planning ecosystems, including software vendors, partners, or implementation teams.
Experience collaborating with Sales, Pre-sales, Partners, Customer Success, or Services teams.
Client-facing communication and presentation experience in complex sales cycles.
Demonstrated ability to anticipate deal, delivery, risk, and resource needs in customer-facing environments.
High initiative and ownership, with experience identifying and acting on gaps or opportunities without detailed direction.

Responsibilities

Serve as the services and deployment lead on key Financial Services accounts.
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.
Create compelling proposals and statements of work that connect sales strategy to delivery.
Work across direct and partner-led motions, collaborating with account teams and partners.
Understand customer objectives, constraints, and risk profiles.
Design deployment and transformation approaches tailored to Financial Services 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.