Senior Services Executive - Financial Services Industry
$143k - $214.6kWorkday
Your work days are brighter here.
We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you’ll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you’ll do meaningful work with Workmates who’ve got your back. In return, we’ll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you’ve found a match in Workday, and we hope to be a match for you too.
About the Team
You will join the Financial Services Industry Services Sales team, sitting at the intersection of Sales, Services, and Customer Experience. This team acts as trusted advisors to Financial Services customers and prospects, connecting Workday’s services, partners, and platform capabilities to real deployment and value-realization outcomes. We work 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.About the Role
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
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.
About You
Basic Qualifications
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.
Other Qualifications
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.
Travel is a required element of this role. The position requires up to 25% domestic travel , which may include overnight stays , to attend prospect or customer site meetings with Account Executives and present Workday services.
Visa sponsorship is not available for this role.
Relocation support is not available for this role.
Workday Pay Transparency Statement
The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday’s comprehensive benefits, please click here .
Primary Location: USA.IL.ChicagoPrimary Location Base Pay Range: $143,000 USD - $214,600 USDAdditional US Location(s) Base Pay Range: $143,000 USD - $214,600 USDAdditional Considerations:
If performed in Colorado, the pay range for this job is $143,000 USD - $214,600 USD based on min and max pay range for that role if performed in CO. The application deadline for this role is the same as the posting end date stated as below:
With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.
Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.
Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.
Workday is committed to providing reasonable accommodations for qualified individuals during our application process, in order to perform one or more essential functions of their job, as well as regarding the use of AI tools for employment decision-making to any degree. Please see below for more details including how to request an accommodation as a qualified veteran, due to a disability or for religious reasons, or as otherwise provided under applicable law.
Workday prohibits taking adverse action against any candidate or employee for reporting a possible violation of this policy, requesting one or more work accommodations, exercising a privacy right, or cooperating in an investigation in accordance with applicable law. Any employee who retaliates against a candidate or employee for doing so may be subject to disciplinary action, up to and including termination of employment, to the fullest extent allowable under applicable law.
If you require a reasonable accommodation, you may email View email address on aiapply.co , as far in advance as possible.
Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!
At Workday, we value our candidates’ privacy and data security. Workday will never ask candidates to apply to jobs through websites that are not Workday Careers.
Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.
In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding our clients through the complexities...SeniorFull timeH1bLocal area- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for... ...accounting and advisory firms in the industry You will have the... ...particular emphasis on clients in the financial services sector, such as hedge funds...SeniorTemporary workPrivate practiceWork at officeLocal area
$77k - $214k
...Senior Associate, Financial Services Tax Practice A career in our Financial Services Tax practice, within... ...business issues from strategy to execution. PwC Professional skills and responsibilities... ...to extract insights from current industry or sector trends. Review your...SeniorH1bLocal areaOverseas- ...Job Description Job Description Executive Director – Senior Living This is a fantastic opportunity... ...; you're also a master of customer service and a community ambassador. You'll be... ...ability to balance operational and financial responsibilities with your relationship...SeniorWork at officeLocal area
$250k - $290k
...EY's full spectrum of services, we've reimagined strategic... ...'s Strategy and Execution sub service line, the Deal Management - Financial Services practice works... ...responsibilities As a Senior Director with EY-Parthenon... ...skills in a relevant industry. What we look for...SeniorWork experience placementSummer holidayWork at officeFlexible hours- Senior Financial Services Representative Summary: Financial Services Representative II serves as the bank’s more experienced front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key Job Functions...Senior
$147.4k - $336.8k
...in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a... ...real estate, hospitality, and construction industry. Developing clear, intelligent plans... ...estate tax experience within a professional services environment. Extensive knowledge of...SeniorSeasonal workFlexible hours- ...growth and is seeking a Senior Accountant for our... ...role in supporting the financial operations and accounting... ...advisory firms in the industry. You will have the... ...planning, mobilization, execution, and closeout consistent... ...or augmented business services for clients. Assist...SeniorContract workWork at officeLocal area
$132.7k - $303.2k
...EY is a leader in serving the global financial services marketplace and the only professional... ...unit dedicated to the financial services industry - the Financial Services Organization... ...with people from all backgrounds, from executives and entrepreneurs to investors and...SeniorWork experience placementSummer holidayFlexible hours- ...Senior Executive Director, Adult Behavioral Health About the Company Nationally recognized... ...developmental & behavioral health services Industry Hospital & Health Care Type... ...requires a strong focus on operational and financial performance, as well as collaboration...Senior
- ...Job Title: Local Government Services (LGS) Senior I Employer: State of Louisiana Salary: $0.00 Monthly Location: Baton Rouge, LA Job Type: Unclassified Job Number: LLA-LGSS-5.14.25 Department: Louisiana Legislative Auditor Opening Date: 05/14/2025...SeniorLocal areaFlexible hours
$124k - $335k
Industry/SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Specialized Tax Services - Energy Incentives & Credits Senior Manager, you will provide strategic tax advice and solutions to clients...SeniorFull timeApprenticeshipH1b- ...principles of unity, service, and dynamic, reflecting... ...(CAAS) Consulting Executive who’s passionate about... ...-level consulting and financial leadership to a portfolio... ...executives. This is a senior-level opportunity for... ...accounting, banking, or industry) ~ Strong foundation...Work at office
- ...goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking... ...accounting and advisory firms in the industry You will have the flexibility to... ...reach their short- and long-term financial goals. Operating within a culture...SeniorTemporary workLocal area
- ...Administrator of Cardiology and Oncology Services is responsible for overseeing and... ...patient care, efficiency of operations, financial management of the service line, and strategic... ...individuals critical to the successful execution of the service line strategic and operational...Full timeWork at office
- ...will use your knowledge of investments, financial planning, credit and banking to both advise... ...in Private Banking or Financial Services Bachelor's Degree required Series... ...Morgan Asset & Wealth Management delivers industry-leading investment management and private...Temporary workWork experience placementLocal area
- ...construction firm in Metairie, Louisiana is seeking a Project Executive to manage multiple projects and teams. Responsibilities include... ...years of project management experience in the construction industry, along with strong leadership and communication skills. The role...Senior
$155k - $410k
Industry/SectorNot ApplicableSpecialismManaged ServicesManagement LevelDirectorJob... ...OpportunityAs a Managed Services Revenue Cycle Director, you... ...clients to optimize their financial performance and make informed... ...projects while maintaining executive-level client relations. You...Full timeTemporary workH1b- ...Harris Company is seeking a Project Executive in Shreveport, LA to oversee project management and financial performance. The ideal candidate will guide a project management... ...10 years of experience in the construction industry. Benefits include medical insurance, 401K, and...Senior
- ...Jaybird Senior Living is seeking an Executive Director to lead our assisted living and memory care community. You will oversee daily operations, staffing, budgeting, occupancy, resident satisfaction, and regulatory compliance, while creating a welcoming environment for...Senior
$156k - $200k
...Tax Senior Manager, Private Client Services The Tax Senior Manager, Private Client Services assists in providing... ...General understanding of financial planning concepts Ability to effectively... ...client relationships Executive presence and ability to act as primary...SeniorWork at office- ...loan business with new and existing customers. Evaluates customer needs to recommend the best consumer loan and voluntary product solutions. Completes loan applications, proposals and offers for new borro Customer Service, Sales, Specialist, Customer, Retail, Insurance...Senior
- ...Astor Crowne Plaza New Orleans French Quarter is seeking a results-driven conference services professional to drive event planning, budgeting, and client satisfaction. You will lead cross-functional teams to deliver exceptional meetings and maintain long-term relationships...Senior
- ...Bank - Private Banker - Vice President or Executive Director Join to apply for the U.S.... ...wealth. Your expertise in investments, financial planning, credit, and banking will help... ...developing solutions, and delivering exceptional service. Generate business results by acquiring...Temporary workLocal areaWorldwide
- ...A growing financial services company is seeking a Sr. Consumer Loan Specialist in Crowley, LA. The role involves originating consumer loans and ensuring a positive customer experience. Candidates should have a high school diploma, strong communication skills, and experience...Senior
$36k
...a long-term opportunity with a growing financial services company that rewards performance and gives... ...opportunity in the financial services industry for you, apply today!As a Sr. Consumer... ...works with management to formulate and execute strategies for potential problem loans....SeniorHourly payTemporary workWork at officeFlexible hours- ...Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Senior Commercial Lines Account Manager in our Lafayette, LA II office. Position Summary: Provides prompt...SeniorFull timeWork at officeImmediate start
- ...Shermco Industries is seeking an experienced NETA Field Service Technician (Senior) to travel to customer sites across the United States. The role focuses on testing, troubleshooting, and data collection for low to high voltage electrical systems, including transformers...Senior
- ...On site at location listed in job posting Summary Provides full-service banking to high-net-worth individuals. Manages the basic to... ...services such as credit cards, personal trusts, and investment, financial, and estate planning services. Acts as a financial advisor by educating...Senior
- ...commercial banking products and services, including cash management... ...customer intelligence and data. Execute the plan to create an... ...lifecycle. Efficiently engage senior stakeholders. Practise data... ...change. Maintain a keen eye on industry trends and best practices....SeniorFull timeWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Services Executive - Financial Services Industry. Be the first to apply!
- nonprofit board member Louisiana
- technology executive Louisiana
- nonprofit executive Louisiana
- board member Louisiana
- executive security Louisiana
- information technology executive Louisiana
- bank executive Louisiana
- chief of psychiatry Louisiana
- supply chain executive Louisiana
- restaurant managing partner Louisiana




