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Title:  Account Manager - Remote

Job ID:  3043

Chicago, IL, US

Category:  Sales

Donnelley Financial Solutions (DFIN) is a leader in risk and compliance solutions, providing insightful technology, industry expertise and data insights to clients across the globe. We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles. As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter. 


Maintain post-sale contact with customers in order to facilitate a positive and productive long-term relationship.  Serve as the primary contact for the assigned customers. Enhance the company's position and reputation by properly servicing and corresponding with all assigned accounts in a dependable and timely manner.  Engage in up-sell opportunities on current and future customer projects.  Identify and sell Donnelley Financial Solutions capability to existing accounts to expand service offerings. Manage customer inquiries regarding customer orders in process and future orders pending.  Provide tactical support to sales and management, providing information regarding customer issues, needs and opportunities.  Prepare RFPs and RFQs and put together sales collateral to use to secure new business and up-sell existing accounts.  Enhance customer relationships by working closely with customers on the development of targeted solutions and new business opportunities.


Work is typically conducted unsupervised with the only direction given in terms of desired outcomes.    Able to understand the business strategy and goals to execute key duties and responsibilities to meet goals and objectives.  Must be able to re-define processes if needed and provide subject matter expertise when working on assignments that typically are enterprise reaching or have high visibility for the organization.   


  • Responsible for the account management activities during and after the sale to enable the sales representatives to focus on selling activities.  Respond to customer requests and inquiries regarding current and future work.  Resolve issues that may arise during the production of customer products.  Keep sales team informed of customer project status, progress, issues, enhancements, and modifications as required.
  • Assist in the implementation and execution of products and services sold.  Consult with customers to understand business issues and goals, and works with the customer to develop improved solutions to business needs.  
  • Independently engage customers to solicit up-sell opportunity and partner with Sales as a subject matter expert on sales calls to assist in securing new business opportunity and expand product offerings to customers.
  • Develop and prepare sales product presentations for use on up-sell opportunity for the accounts managed and assist Sales with the development of sales collateral for new business opportunities.
  • Prepare RFPs and RFQs on the accounts managed in an effort to secure new business.
  • Maintain accurate, complete, up-to-date customer files, in addition to detailed account history.  Prepare sales reports and documentation regarding results, opportunities, and challenges in the sales territory.  Analyze reports and data to identify revenue and cost containment opportunities and new business opportunities.  
  • Maintain up-to-date knowledge of industry trends, new products, specifications, competitor strengths, and weaknesses and communicates new information to Sales Representatives.  
  • May be involved in specific customer projects.  
  • Performs other related duties and participates in special projects as assigned.


The qualifications below are representative of the knowledge, skills, and/or abilities required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • 3+ years experience OR Bachelor's degree in a discipline related to functional work or role with relevant work experience OR demonstrated ability to meet the job requirements through comparable years of applicable work experience.
  • Able to consistently contribute effort, leadership, and creative thinking to solving complex and significant problems in a collaborative fashion.  
  • Must be able to demonstrate an ability to work concurrently on multiple complex and sometimes ambiguous problems. 
  • Able to communicate complex concepts, problems, and solutions clearly and effectively to all levels within the organization.
  • Demonstrated ability to perform at the highest level of proficiency in utilizing tools and applications to complete assignments.  
  • Able to work on special projects to enhance internal system functionality from the operational business perspective.  
  • Requires excellent communication skills with all levels of the audience.  
  • Able to structure messages in keeping with the listener’s experience, background, and expectations.  
  • Able to adapt communication style and use terms, examples, and analogies that are meaningful to the listener.
  • Able to communicate in an effective and approachable style that engages others and builds credibility.  
  • Able to provide rationale when delivering complex or challenging information.
  • Able to determine the most appropriate medium when conveying information to large groups or to reinforce a message.    
  • Able to understand the impact of communications on the organization or customer, including any legal/regulatory implications.
  • Additional job requirements may be listed on the staffing requisition.



Up to 25% travel / onsite meetings

It is the policy of Donnelley Financial Solutions to select, place and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran's status, actual or perceived sexual orientation, genetic information or any other protected status. 

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access as a result of your disability.  You can request a reasonable accommodation by sending an email to #BI-Remote

Nearest Major Market: Chicago