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Title:  Account Integration Specialist 2

Job ID:  1478

Glen Mills, PA, US

Category:  Customer Service

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. 


Coordinate and manage custom on-boarding and implementation for shareholder reports or other client regulatory reports. (initial meeting through final disposition of a customer's project).

  • Work is typically performed under minimal daily supervision, receiving guidance from manager/supervisor about the work that needs to be completed. Able to exercise a high level of discretion and latitude in completing tasks.
  • Project manage customer on-boarding and implementations for shareholder reports throughout the lifecycle (initial meeting through final signoff of a client's project).
  • Gather required data from customers and evaluate objectives and goals to create the project plan and develop the statement of work.  Submit Statement of Work to legal for approval.
  • Analyze and review the customer requirements and make a determination on the scope of the overall project.  Pull together the appropriate resources/departments required to successfully implement a customer campaign.
  • Estimate time frames, and resources (programming, composition, photo, creative, prepress, etc) required to successfully complete a project.
  • Design & implement workflows after evaluating complexity, deliverables, and costs/job profitability.  Maintain the master schedule for all project activities and conduct periodic status checks to assess progress against the schedule.  Make changes to plans when requirements change/shift.
  • Communicate customer project status to appropriate stakeholders and disseminate information on problems or potential delays.  Manage customer expectations and ensure the completed work meets customer SLA’s and comply with the company standards.
  • May hold color review meetings with the customer to review and make changes to jobs.
  • May be involved in establishing test cases and final sign-off on projects for go live to the customer.
  • Performs other related duties and participates in special projects as assigned.
  • Result Orientation


Required Skills  

  • Minimum 2-5 years of relevant work experience
  • Bachelors Degree


Preferred Skill

  • Preferred previous implementation work or product onboarding
  • Financial regulatory compliance knowledge a plus
  • Strong communicator, and working with teams




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

Nearest Major Market: Philadelphia