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Title:  Solution Engineer (Subject Matter Expert) - Remote

Job ID:  3294


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. 


DFIN ActiveDisclosure℠ is a financial reporting solution specifically designed for companies that rely on the Microsoft Office® productivity suite to draft, collaborate and finalize SEC disclosures. ActiveDisclosure helps streamline content creation, review and distribution improving efficiency, governance and the overall quality of all financial reports. The ActiveDisclosure Subject Matter Expert at DFIN is a member of the sales delivery team for the ActiveDisclosure product line. Generally, this role is responsible demonstrating the capabilities of the platform from the aspect of someone who has been in the seat of our customers. This person will be both the technical and solution expert aligning customer needs with the application.


  • Work with ActiveDisclosure sales team to aid customers and prospects during the discovery process to align goals and needs to our solution
  • Demonstrate the capabilities of the ActiveDisclosure platform to customers based on needs assessment that took place during a discovery call
  • Leverage your own expertise to align with customers’ needs
  • Participate in discussions surrounding new use cases for customers
  • Attend and supports webinars for overall client education
  • Collaborates closely with Product & Service teams as required
  • Attends any conferences to help talk about and demonstrate ActiveDisclosure platform


  • 3+ years of experience in public accounting or corporate finance is preferred
  • Undergraduate degree or combination of experience and education
  • Consultant experience from a public accounting firm is preferred
  • Understanding of SEC, ESG, and Statutory Reporting is a plus
  • Experience presenting in front of a diverse audience including the CFO
  • Technical experience with SaaS solutions
  • Excellent communication skills
  • Ability to leverage DFIN’s sales methodology
  • Ability to travel 25% or as needed

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