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Title:  Sales Associate - Virtual Data Room Sales

Job ID:  2278

San Francisco, CA, US

Category:  Sales

About Venue:

Venue, our virtual data room (VDR) solution is the safest way to run due diligence during deals like M&A, IPO, debt and equity capital raising, refinancing and fundraising.

For more information on Venue, please visit

Job Summary:

Are you a high energy and motivated person who wants to get into sales and/or the Fintech space? Join DFIN where you can make an impact and be recognized for your talents!


DFIN is a leading virtual data room provider trusted by the investment banking communities and the Fortune 1000. We are utilized as a cloud content management solution in mergers, acquisitions, divestitures, capital raises, corporate restructuri ng, and other strategic transactions.


The Sales Associate will support their designated team generally with both client facing and administrative duties. This is seen as an entry level role leading to a full sales role. Training and guidance/coaching by the more experienced members of the team and the Sales Director will be provided. The job holder is expected to show initiative and to take independent responsibility for their duties, learning from more experienced members of the team.


The Sales Associate will have the opportunity to engage with clients at social events such as sporting events and concerts, entertain them in fine restaurants, and in other fun, interactive, and creative ways. If you love working in a collaborative, social, and high energy team, where everyone is best friends, this is the place to be!

About the Team:

The Advisory sales team is responsible to build and maintain the DFIN value proposition within the Investment Banking and Private Equity community focused on Mergers and Acquisitions. This is a collaborative, dynamic team of sales professionals working out of our offices and in the field.

What You Will Do:

  • Support your designated team generally with both client facing and administrative duties.
  • Identify and establish relationships with investment bankers through prospecting and marketing leads for new accounts and expansion of contacts within existing accounts.
  • Meet or exceed set Key Performance Indicators (KPI’s), for example on number of calls and meetings and other sales based activities.
  • Identifies the need for, and collects, information to better understand client issues and problems.
  • Uses LinkedIn Sales Navigator to locate new Advisory professionals and builds on these contacts to create business relationships.
  • Deliver the DFIN value proposition in the field, phone meetings and WebEx. Employs value based conversations to arrive at a highly differentiated solution.
  • Engages customers in “unscripted” dialogue that focuses on addressing the customer’s problems.
  • Articulates the value DFIN solutions can solve, leveraging the strength of the DFIN brand, scale, and market position to place DFIN at a competitive advantage.
  • Build and maintain strong sales pipeline and forecast, through discovery calls and meetings.
  • Manage all information in our CRM system related to the account(s).

What You Have:

  • Bachelors’ degree or equivalent experience required.
  • 6 to 24 months general business experience.
  • Professional and personal presentation skills.
  • Demonstrate personal confidence and resilience.
  • Passion and desire to build a career in sales.
  • Excellent levels of responsiveness and customer awareness.
  • Excellent personal organization, discipline and follow through.
  • Quick learner and demonstrate willingness to learn from others.
  • Can articulate ideas and arguments clearly and concisely. Able to communicate clearly.
  • Comfortable working in a team environment. Maintain a positive attitude.

Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland

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