Michael Mao
Regional Sales Director - Financial Services Industry at Workiva | San Juan Capistrano, California, United States
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As the Regional Sales Director for the Financial Services Industry at Workiva, Michael Mao leverages over 15 years of experience in enterprise account management and financial services to empower organizations in navigating the complexities of modern financial reporting. His role is pivotal in helping the office of the CFO streamline and automate reporting processes through Workiva's unique unified cloud platform, which integrates Finance, Accounting, ESG, Risk, Audit, and Compliance teams. This comprehensive solution addresses the increasing demands from stakeholders and the evolving landscape of regulatory standards, enabling organizations to enhance transparency and efficiency in their operations.
Michael's expertise in business discovery allows him to engage deeply with clients, identifying their current challenges and aligning them with their long-term visions. His approach to value selling and relationship management has established him as a trusted adviser to key accounts, where he focuses on delivering tailored solutions that drive measurable results. By utilizing his skills in marketing, mortgage banking, and channel partnerships, Michael effectively communicates the transformative potential of Workiva’s platform to financial institutions, ensuring they are well-equipped to meet the challenges of today’s dynamic environment.
Key projects under his leadership have included collaborations with major financial institutions to implement innovative reporting solutions that not only streamline processes but also enhance compliance and risk management. Michael’s proficiency in tools like Microsoft Excel, including advanced functionalities such as Excel Pivot, further supports his ability to analyze data and present actionable insights to clients. As he continues to champion the integration of technology in financial services, Michael remains committed to helping organizations achieve their strategic goals while fostering a culture of collaboration and innovation.
Regional Sales Director - Financial Services Industry at Workiva in September 2023 to Present
Account Executive - Financial Services Industry at Salesforce in February 2021 to June 2023
Strategic Account Executive, Majors at Zillow in February 2020 to February 2021
Strategic Business Advisor, Enterprise at Zillow in February 2018 to February 2020
Senior Business Consultant at Zillow in February 2017 to February 2018
Sr. Business Development Manager - Financial Product Strategy at Renovate America in June 2015 to February 2017
Regional Sales Manager & Account Executive at Provident Funding Associates L.P. in May 2009 to June 2015
Financial Services Intern at Smith Barney, Citigroup (Acquired by Morgan Stanley) in August 2008 to December 2008
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University of Technology, Sydney, Bachelor's Degree, January 2007 to January 2008
Harvard Extension School, Certificate: Advanced Negotiation Skills
Seton Hall University, Certificate: Transformative Leadership in Disruptive Times
San Diego State University-California State University, Bachelor's Degree, January 2005 to January 2009
University of Technology, Sydney, Business Finance - Study Abroad, January 2007 to January 2008
Harvard Extension School, Certificate: Advanced Design Thinking - Making Ideas a Reality in a Complex Business Environment
Harvard Business School, Certificate: Negotiation Mastery
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Environmental, Social, and Governance (ESG)
Finance Transformation
Process Automation
Value Selling
MEDDIC Sales Methodology
Business Discovery
Executive Team Alignment
Named Accounts
Key Accounts
Business-to-Business (B2B)
B2B Software
Mortgage Lending
Sales
Financial Services
Marketing
Finance
Loan Origination
Banking
Mortgage Banking
Credit
Credit Analysis
Management
Real Estate Financing
Real Estate Development
Mortgage Underwriting
Asset Allocation
Cash Flow Analysis
Risk Analysis
Cold Calling
Residential Mortgages
Mortgage Funding
Investments
Time Value of Money
Net Present Value
Index Funds
Exchange-Traded Fund
Financial Accounting
Financial Analysis
Leadership
Business Development
Sales Process
Channel Partners
Strategic Account Development
Strategic Planning
Operational Excellence
Solution Selling
Contract Negotiation
Microsoft Excel
Excel Pivot
Spreadsheets
Business Intelligence (BI)
Sales Effectiveness
Interpersonal Communication
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Discover more about WorkivaWhat is Michael Mao email address?
Email Michael Mao at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Michael Mao's email found in 2026.
How to contact Michael Mao?
To contact Michael Mao send an email to [email protected], [email protected], [email protected] or [email protected]. (updated on May 08, 2024)
What company does Michael Mao work for?
Michael Mao works for Workiva
What is Michael Mao's role at Workiva?
Michael Mao is Regional Sales Director - Financial Services Industry
What is Michael Mao's Phone Number?
Michael Mao's phone (213) ***-*378
What industry does Michael Mao work in?
Michael Mao works in the Financial Services industry.
Michael Mao Email Addresses
Michael Mao Phone Numbers
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