Title: Venue Project Manager
US
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our “Win as One” mentality ensures that our team’s success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees’ total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN – because being YOU thrives here.
Summary:
System and Process Development: An important part of the Project Manager's function will be guiding and enabling a continually improving system and support process; Compile and communicate system-related feedback, enhancement requests, and functional needs back to IT and project teams; Track, document and implement changes to any processes in VDR offering that fall short of customer expectation. Collaborate with Marketing and E-Sales to create materials necessary for demos and pitches to customers, such as presentations and mock-ups. Send welcome packet/intro materials to the customer upon being awarded and Take hand-off at sale and guide customer through the life of VDR.
Responsibilities:
The VDR Project Manager is the primary contact with detailed project expertise in the use of virtual data rooms (VDRs), for external VDR clients and DFIN sales representatives. This role will work with both Sales and Operations, the central control point for live VDRs, as well as training external clients on the VDR application and process. The Project Manager will be responsible for initiating and managing multiple, simultaneous client VDR startups.
This position includes performing client presentations/pitches, project demonstrations, responding to technical questions, and providing on-site support during implementations. In addition, the Project Manager will gather specific client requirements for extending and integrating the virtual platform to meet their full document management needs.
Qualifications:
- Minimum 3-5 years of business-enabled solutions/sales, preferably with an emphasis on experience with Virtual Data Rooms and document management solutions.
- The ability to establish trusted relationships with customers.
- Legal/Investment Bank VDR Deal Management is a strong plus
- Strong verbal and written communications skills, as well as effective human relations skills and a proactive approach to sales & support, are required.
- Project management experience required.
- Excellent high-pressure facilitation skills.
- Familiarity & knowledge of document types and workflow processes associated with M&A, IPOs, Corporate Governance & Corporate Finance are a strong plus.
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 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 jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to talentacquisition@dfinsolutions.com.
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from talentacquisition@dfinsolutions.com. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via talentacquisition@dfinsolutions.com (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
Job Segment:
Project Manager, Document Management, Technology
