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Workday

Principal Financial Services Executive - FSI

Reposted An Hour Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in CA
Mid level
In-Office or Remote
Hiring Remotely in CA
Mid level
As a Principal Services Executive for FSI, you'll lead service strategies for financial services accounts, drive customer implementations, and accelerate service revenue by targeting subscription sales. You will collaborate with various teams to design solutions that meet client objectives and ensure successful deployment and satisfaction.
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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 (FSI) Services Sales team, sitting at the intersection of Sales, Services, and our Customer Experience organization.
This team acts as trusted advisors to FSI 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 FSI.

About the Role

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.

About You

Basic Qualifications

  • 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

Other Qualifications

  • 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

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.TX.Austin


 

Primary Location Base Pay Range: $169,000 USD - $253,600 USD


 

Additional US Location(s) Base Pay Range: $169,000 USD - $253,600 USD

Additional Considerations:

If performed in Colorado, the pay range for this job is $169,000 USD - $253,600 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:
 

04/14/2026

Our Approach to Flexible Work
 

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.


At Workday, we are committed to providing an accessible and inclusive hiring experience where all candidates can fully demonstrate their skills. If you require assistance or an accommodation at any point, please email
[email protected].

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.

Top Skills

Erp
Financial Services
SaaS

Workday Calgary, Alberta, CAN Office

255 5 Ave SW, Calgary, AB, Canada, T2P 3G6

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