Steve Soter

Trailblazer
DISC Type : ID

Vice President & Industry Principal at Workiva

Salt Lake City, Utah, United States

Overview

Steve Soter is the Vice President & Industry Principal at Workiva, leveraging deep expertise in SEC reporting and technical accounting. A graduate of Arizona State University, he was a key player in the worlds first digital equity offering. Colleagues describe him as energetic, analytical, and highly motivated.

Outside of his primary role, Steve is a passionate podcast host and self-described "accounting enthusiast. " He once took a professional sabbatical to implement a new ERP system for his familys residential leasing business, demonstrating a blend of technical skill and commitment to family.

He is a self-proclaimed "Diet Coke aficionado. "

Personality Overview

Assertive

Charismatic

Friendly But Fast

They do not mind taking risks and can make hard decisions, if necessary.  They are charming and have the ability to align others behind their decisions. They respond better to a combination of speed and relationship.

Topics They Care About

SEC Reporting
He is the Executive Advisor for the SEC Professionals Group and frequently discusses reporting changes on his podcasts and social media.
AI in Finance
Explores how generative AI impacts finance professionals and discusses the evolution of governance and internal controls in his content.
Financial Podcasting
Hosts Workiva's "Off the Books" and co-hosts "The Pre-Read" podcasts, translating complex accounting and finance topics for a broad audience.

Media Appearances

How Networking and Listening Add up in Accounting. Featured in Workiva

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Unraveling ESG Regulation ft. Andromeda Wood and Steve Soter (Vice President & Industry Principal, Workiva). Featured in YouTube

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Work History

3-2023
Vice President & Industry Principal at Workiva
6-2019 - 2-2023
Senior Director & Industry Principal at Workiva
6-2019
Executive Advisor at SEC Professionals Group
10-2018 - 6-2019
Vice President of Finance (Professional Sabbatical) at N. Gregory Soter Family LLC
5-2017 - 10-2018
Vice President and Controller at Backcountry.com

Education

2005 - 2006
Master of Accountancy from W. P. Carey School of Business – Arizona State University
2002 - 2004
BSBA from University of Arizona - Eller College of Management

More Information

Social Presence :

Prographics :

Exp : 12 Location : Salt Lake City, Utah, United States Job Level : Senior Designation : Vice President & Industry Principal at Workiva
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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but nurture the relationship too
  • Build a trustworthy relationship while keeping the product center-stage
  • Display high self-confidence and expect them to have a strong personality.

DONT's

  • Don’t hesitate from asking them how they truly feel about your product
  • Avoid unnecessary negativity or slowness
  • Don't make any commitments that you might not be able to fulfill

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Steve

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Steve move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Steve take some risk or not?

  • They can take risks if necessary.

You And Steve

Personality Compatibility


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