Senior Principal Industry Advisor - Financial Services Industry

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 The Industry GTM team is responsible for developing strategies that support the maximization of value, growth, and profitability. The team is tasked with implementing strategic and scalable Go-to-Market activities in collaboration with key stakeholders globally. This role supports our financial services business in North America, to build industry credibility, grow sales pipeline and engage with our customers to increase revenue! About the Role The Industry Advisor will personally participate in sales cycles, and drive programs resulting in increased pipeline and revenue. In partnership with regional sales leadership, you will work to elevate Workday’s market position in financial services. You will have the opportunity to help craft and drive the long-term strategy and vision of our industry go-to-market. You will serve as a trusted advisor and inspiring leader for account executives, customers, and partners as you tell the Workday story and assist in transformation. Job Responsibilities include : Complete GTM Strategy by crafting an action plan on areas with the highest revenue potential to support ACV & pipeline growth. Develop and run industry packages by working with internal teams to build faster GTM approach with customers. Lead Customer presentations to key decision makers. Provide demand generation support by working closely with business development and sales teams. Provide industry credibility and references in sales pursuits; preparation with sales, presales, value management and extended teams to unify message to prospects! Partner closely with sales leadership to support and promote adoption of industry strategy amongst key GTM internal stakeholders. Travel 25-50% of the time for client meetings, relevant industry conferences, etc. Key Capabilities Deep industry knowledge: A detailed understanding of financial services business processes and challenges. Strategic Approach: Capable of translating large data into consumable insights to define outcomes and drive action. Collaborator: Track record to work closely with cross functional collaborators to define clear and measurable outcomes. Ambitious approach: Comfort with ambiguity with the ability to solve new challenges and responsibilities. Build External Profile: Build credibility within the organization, challenge previous processes and content and lead change. About You Basic Qualifications 15+ years of relevant financial services proven experience. 10 + years of experience delivering results in a matrixed organization or cross functional environment. 10+ years of experience selling or implementing SaaS/Cloud-based solutions (ERP, HCM, Financial, Planning, or Analytics) with a focus on delivering industry-specific value to C-suite executives. Other Qualifications Understanding of customer and prospect buying cycles and procurement processes. A background in professional services or management consulting, with a proven ability to lead high-level strategic conversations and complex solution deployments. Familiarity with industry ecosystems and software solutions to support CIO business processes within financial services markets. Track record of successful delivery of strategic, cross-functional initiatives at-scale and proven business impact. Outstanding problem solving and analytical skills; strong curiosity about structuring sophisticated problems and presenting well-supported solutions. 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.NY.New York City Primary Location Base Pay Range: $212,900 USD - $319,400 USD Additional US Location(s) Base Pay Range: $212,900 USD - $319,400 USD 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. 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