Summary
The Territory Development Representative (TDR) is a hunter at heart, often serving as Workiva’s initial point of contact with prospective customers. This role requires the ability to quickly establish rapport with decision makers and efficiently spark the curiosity that generates interest in our Workiva Platform. As a rapidly growing SaaS company with high-performance teams and a collaborative culture, this position plays a pivotal role in Workiva's ongoing success. Working closely with Account Executives and Sales Managers, the TDR drives pipeline growth for both existing customers and new prospects.
What You’ll Do
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
What You'll Need
Minimum Qualifications
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
Preferred Qualifications
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
Ability to maintain a high level of activity and effectively manage competing priorities
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
Travel Requirements & Working Conditions
Ability to travel up to 10% travel for customer meetings and internal events
Reliable internet access for any period of time working remotely and not in a Workiva office
Workiva is an Equal Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, gender identity, race, religion, disability status, sexual orientation, 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 [email protected].
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
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