Donnelley Financial Solutions Careers

Venue Account Executive (TX, 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 by Newsweek as one of AMERICA’S MOST LOVED WORKPLACES® for three consecutive years and a Built In Best Places to Work for six years, we are committed to our employees’ total wellbeing. 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:

The Account Executive will increase Venue revenue and grow customer base by prospecting and developing relationships within target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations. In this role, you will develop and execute a strategic territory plan to deliver maximum revenue potential and own the entire sales process from qualification to close.

Responsibilities:

Conduct daily prospecting and networking activities to develop strong relationships within target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations.
Own the entire sales process from qualification to close.
Develop and execute strategic territory plan to deliver maximum revenue potential.
Establish a strong and consistent cadence of in-person meetings, organize networking events and attend conferences to improve brand and client exposure to the Venue product.
Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers.
Develop a discipline in how you plan and prioritize your time and focus to provide the highest yield from a large set of accounts.
Collaborating/team-selling with financial print reps (GCMs) to leverage existing relationships and ensure that all appropriate Donnelley services are presented to target clients.
Work closely and collaborate with Product, Marketing, Service Delivery, Business Development and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer.
Update Salesforce daily to track activity, client and product insights, account coverage and sales pipeline.

Qualifications:

Bachelor's degree or equivalent experience required
3+ years of sales experience in B2B software/technology-enabled sales or 3-5 years of meaningful financial services industry experience.
Track record of navigating within large and mid-market organizations.
Ability to develop senior-level relationships quickly and effectively to build groundswell within a company.
Strong written, verbal and formal presentation (online and group product demos) skills required.
Ability to effectively present solutions and overcome client objections.
Proven negotiation and closing skills with an ability to adjust approach in order to fit different buyer motivators.
Success within fast transactional sales cycles of exceeding sales quotas.
Savvy with social selling techniques and channels such as LinkedIn.
Ability to use insights and data-driven decisions in the sales process.
Familiarity and knowledge of M&A, IPOs, Corporate Governance & Corporate Finance.

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 jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to Accommodations@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 noreply@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).

Venue Account Executive (New York, NY, US)

Summary:

Grow Venue revenue by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations. Develops and executes strategic territory plan to deliver maximum revenue potential. Owns the entire sales process from qualification to close.

Responsibilities:

Grow Venue revenue by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations.
Own the entire sales process from qualification to close.
Develop and execute strategic territory plan to deliver maximum revenue potential.
Establish a strong and consistent cadence of in-person meetings, organize networking events and attend conferences to improve brand and client exposure to the Venue product.
Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers.
Develop a discipline in how you plan and prioritize your time and focus to provide the highest yield from a large set of accounts.
Collaborating/team-selling with financial print reps (GCMs) to leverage existing relationships and ensure that all appropriate Donnelley services are presented to target clients.
Work closely and collaborate with Product, Marketing, Service Delivery, Business Development and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer.
Update Salesforce daily to track activity, client and product insights, account coverage and sales pipeline.

Qualifications:

Bachelor's degree or equivalent experience required; 3+ years of sales experience in B2B software/technology-enabled sales or 3-5 years of meaningful financial services industry experience.
Track record of navigating within large and mid-market organizations.
Ability to develop senior-level relationships quickly and effectively to build groundswell within a company.
Strong written, verbal and formal presentation (online and group product demos) skills required.
Ability to effectively present solutions and overcome client objections.
Proven negotiation and closing skills with an ability to adjust approach in order to fit different buyer motivators.
Success within fast transactional sales cycles of exceeding sales quotas.
Savvy with social selling techniques and channels such as LinkedIn.
Ability to use insights and data-driven decisions in the sales process.
Familiarity and knowledge of M&A, IPOs, Corporate Governance & Corporate Finance.

Enterprise Account Executive - Capital Markets (ON, CA)

Summary:

As an Enterprise Account Executive - Capital Markets, you will educate new and existing customers on DFIN's innovative software and technology-enabled financial regulatory and compliance solutions to generate new business opportunities and grow revenue.

Responsibilities:

Understand DFIN’s Solution offerings and develop/execute a strategic territory plan to deliver maximum revenue potential.
Develop relationships with new customers and qualify prospects to identify new opportunities across DFIN’s Capital Markets portfolio of solutions.
Own the entire sales process from qualification through close including market research, lead generation, and initial outreach to understand the needs of potential customers.
Develop a plan and prioritize your time to focus on high impact activities that achieve results; leveraging and developing pipeline, account plans and territory management
Partner with lead generation teams to close new opportunities identified through influencers.
Collaborate with Overlay Specialists to execute product demos and conduct deep-dive sessions and solution roadmap discussions.
Partner with Account Management team(s) to transition existing customer relationships and provide support to ensure a seamless transition.

Qualifications:

5-7 years of experience in financial services sales and/or capital markets deal ecosystem (including law firms, bankers, corporates) experience preferred
Experience developing executive level relationships to achieve sales growth and cultivate long-lasting customer relationships
Experience in prospecting and growing market share in whitespace accounts.
Proven track record of meeting/exceeding sales quotas
Ability to travel to customer sites and events within assigned territory
Understanding of latest financial regulations and ability to articulate impact to customers
Experience with sales tools and CRM Systems
Excellent communication and interpersonal skills

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 noreply@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

Enterprise Account Executive - Capital Markets (WA, US)

Summary:

As an Enterprise Account Executive - Capital Markets you will educate new and existing customers on DFIN's innovative software and technology-enabled financial regulatory and compliance solutions to generate new business opportunities and grow revenue.

Responsibilities:

Understand DFIN’s Solution offerings and develop/execute a strategic territory plan to deliver maximum revenue potential.
Develop relationships with new customers and qualify prospects to identify new opportunities across DFIN’s Capital Markets portfolio of solutions.
Own the entire sales process from qualification through close including market research, lead generation, and initial outreach to understand the needs of potential customers.
Develop a plan and prioritize your time to focus on high impact activities that achieve results; leveraging and developing pipeline, account plans and territory management
Partner with lead generation teams to close new opportunities identified through influencers.
Collaborate with Overlay Specialists to execute product demos and conduct deep-dive sessions and solution roadmap discussions.
Partner with Account Management team(s) to transition existing customer relationships and provide support to ensure a seamless transition.

Qualifications:

5-7 years of experience in financial services sales and/or capital markets deal ecosystem (including law firms, bankers, corporates) experience preferred
Experience developing executive level relationships to achieve sales growth and cultivate long-lasting customer relationships
Experience in prospecting and growing market share in whitespace accounts.
Proven track record of meeting/exceeding sales quotas
Ability to travel to customer sites and events within assigned territory
Understanding of latest financial regulations and ability to articulate impact to customers
Experience with sales tools and CRM Systems
Excellent communication and interpersonal skills

Venue Account Executive (Boston, US)

Summary:

Increases revenue from Venue by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations. Develops and executes strategic territory plan to deliver maximum revenue potential. Owns the entire sales process from qualification to close.

Responsibilities:

Growing revenue from Venue by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations.
Own the entire sales process from qualification to close.
Develop and execute strategic territory plan to deliver maximum revenue potential.
Establish a strong and consistent cadence of in-person meetings, organize networking events and attend conferences to improve brand and client exposure to the Venue product.
Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers.
Develop a discipline in how you plan and prioritize your time and focus to provide the highest yield from a large set of accounts.
Collaborating/team-selling with financial print reps (GCMs) to leverage existing relationships and ensure that all appropriate Donnelley services are presented to target clients.
Work closely and collaborate with Product, Marketing, Service Delivery, Business Development and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer.
Update Salesforce daily to track activity, client and product insights, account coverage and sales pipeline.

Qualifications:

Bachelor's degree or equivalent experience required3+ years of sales experience in B2B software/technology-enabled sales or 3-5 years of meaningful financial services industry experience.
Track record of navigating within large and mid-market organizations.
Ability to develop senior-level relationships quickly and effectively to build groundswell within a company.
Strong written, verbal and formal presentation (online and group product demos) skills required.
Ability to effectively present solutions and overcome client objections.
Proven negotiation and closing skills with an ability to adjust approach in order to fit different buyer motivators.
Success within fast transactional sales cycles of exceeding sales quotas.
Savvy with social selling techniques and channels such as LinkedIn.
Ability to use insights and data-driven decisions in the sales process.
Familiarity and knowledge of M&A, IPOs, Corporate Governance & Corporate Finance.

Strategic Sourcing Senior Associate - Remote (US)

Summary:

Reporting directly to the Strategic Sourcing Manager, the Strategic Sourcing Senior Associate is responsible for the procurement and strategic development of materials/services commodities within the DFIN organization. The Strategic Sourcing Senior Associate will oversee DFIN’s portfolio of vendors to identify cost savings opportunities and manage current/new supplier relationships through contract execution and negotiations. This individual will participate in cross-functional projects to drive efficiencies through the organization and generate cost improvements to create a value proposition for the organization.

Responsibilities:

Establish and maintain a portfolio of vendor agreements and supplier relationships for DFIN’s vendors.
Work in a team environment to implement global sourcing and supplier strategies in correlation with market trends, business needs, and competitive landscape creating company roadmap for short, medium, and long-term gains
Leverage both current and new supplier relationships to drive cost reductions, negotiate long-term agreements, and form strategic partnerships that enhance the supplier portfolio to provide positive financial impacts and increased stability
Collaborate with cross-functional teams to develop MSAs and SOW’s that reflect business needs in a way to clearly communicate to supply base and effectively support the business units
Conduct thorough RFI/RFP process and supplier selection in order to achieve cost targets, adhere to contractual requirements, and follow strategic plans
Initiate benchmark analysis to identify potential cost gaps and ensure price alignment across commodity
Work with purchase requisitioners to create purchase orders in conjunction with Master Product and Service Agreements and annual budgetary needs
Collaborate effectively across all organization levels and functions to drive business units toward common goals and objectives that are in alignment with procurement initiatives
Conduct commodity and supplier analysis to recognize and implement potential opportunities, gaps and risk analysis, and areas for efficiency gains
Ensure the organization’s procurement and contracts (and contract management) policies, processes, procedures, standards, and guidelines are followed
Ascertain relevant market knowledge and best practices to offer alternative/improved solutions driving improvements in business operations

Qualifications:

Bachelor’s degree in business, Supply Chain, or related field
3-5 years’ experience in Purchasing, preferably in IT Procurement with a focus on vendors in IT Software, SaaS, Infrastructure, Network/Telecom space.

Preferred Skills:

Proven experience in effectively managing supplier relationships
Direct experience negotiating contracts relating to corporate business units
Demonstrate a solid understanding of legal terminology, contracts, contract language, contract terms and conditions, and contract redlining.
SAP experience is a plus
Demonstrated ability to use critical thinking when analyzing and resolving issues
Possess strong project management skills and the ability to multi-task complex requirements.
Strong interpersonal, problem-solving, and project management skills required
Experience in identifying trends, managing commodities, and establishing strategic direction Ability to liaise and conduct project reviews with all levels of upper and executive management Excellent oral and written communication skills
Strong negotiation skills with capability to employ creative measures to achieve optimal results
Excel, MS Office Suite intermediate skills a must
Robust analytical aptitude to generate business cases and sourcing opportunities

Associate Product Marketing Manager (US)

Recognized by Newsweek as one of AMERICA'S MOST LOVED WORKPLACES® for three consecutive years and a Built In Best Places to Work for six years, we are committed to our employees’ total wellbeing. 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:

We are looking for a strategic and experienced Associate Product Marketing Associate to execute go-to-market efforts for our growing portfolio of SaaS-based fintech solutions. This role is critical in shaping how DFIN communicates product value to the market, enabling sales success, and driving customer adoption across key industries including financial services, legal, and corporate governance.

You’ll collaborate closely with product management, sales, and marketing to develop positioning, messaging, and campaigns that resonate with our target audiences—from CFOs and legal teams to compliance officers and investor relations professionals.

Responsibilities:

Go-to-Market Strategy: Execute the GTM plans for product launches and major feature rollouts across DFIN’s SaaS platforms.
Messaging & Positioning: Develop compelling, differentiated messaging that aligns with DFIN’s brand and resonates with our target audiences.
Content Development: Create content marketing materials such as case studies, videos, whitepapers, etc. to support brand and product awareness.
Market & Competitive Intelligence: Analyze market trends, customer needs, and competitor offerings to inform product strategy and marketing tactics.
Sales Enablement: Create and maintain sales sheets, pitch decks, training materials, and competitive battle cards to support global sales teams.
Cross-Functional Collaboration: Work closely with product, marketing, and sales to align on campaign strategies and product narratives.
Performance Measurement: Track and report on key product marketing KPIs, including campaign performance, sales enablement impact, and product adoption.

Qualifications:

5-7 years of product marketing experience, with at least 3 years in B2B SaaS and/or fintech.
Exceptional communication and storytelling skills.
Strong understanding of financial reporting, compliance, or capital markets is highly preferred.
Familiarity with SEC reporting, ESG disclosures, or M&A transaction workflows.
Proven success in launching and scaling enterprise SaaS products.
Experience working with Canva or the Adobe Creative Suite is a plus.
Data-driven mindset with the ability to translate insights into actionable strategies.
Bachelor’s degree in Marketing, Business, or related field.

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.

Accounting Analyst- Remote (US)

Summary:

We are seeking an Accounting Analyst to join our talented accounting team. The ideal candidate will be a team player with a strong foundation in accounting and analysis. Core functions will include monthly close responsibilities, internal and external reporting, internal control compliance, variance and ad hoc analyses and other projects. This position will interact with cross-functional teams within DFIN, and will report to the Senior Accounting Manager. Additionally, the position offers flexibility and the opportunity to be part of a positive team environment. This is a fully remote position.

Responsibilities:

• Support the month end close process including preparation and posting of journal entries and reconciliation of general ledger accounts
• Revenue reconciliations for multiple companies
• Commission analysis and accruals for multiple sales organizations
• Month end financial reporting and ad hoc analysis
• Reviewing financial statements for accuracy
• Reporting and analyzing variances to budget, forecast and prior year
• Interpreting and analyzing data, and preparing summary reports for management review
• Assist with quarterly, annual and interim internal and external audit requests
• Continuous review of internal control procedures to ensure SOX compliance
• Proactively identify opportunities for improvements within the accounting function, recommend solutions and document procedures
• Responding quickly and accurately to special reporting and analysis requests

Qualifications:

• 3+ years of experience in an accounting role
• Bachelor’s degree in Accounting

Preferred Skills:

• Excellent communication, interpersonal, and time management skills
• Strong collaboration and team building skills
• Strong attention to detail and ability to deliver accurate results in a timely and consistent manner
• Excellent knowledge of GAAP accounting
• SAP experience
• Strong analytical and problem-solving skills
• Capable of working independently and managing multiple priorities
• Ability to resolve complex accounting problems
• Ability to analyze and summarize financial data and prepare financial reports
• Ability to quickly learn specialized software to complete work assignments
• Advanced proficiency in Excel

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.

Director of Sales (US)

Summary:

We are seeking a dynamic and results-driven Sales Director to lead and grow our high-performing SaaS sales team and Global Capital Markets (GCM) business. This role is ideal for a strategic thinker with a passion for coaching, data-driven decision-making, and driving revenue growth in a fast-paced, technology-enabled environment.

Responsibilities:

Team Leadership & Development: Recruit, onboard, coach, and develop top-tier sales talent. Foster a high-performance culture through regular 1:1s, pipeline reviews, and team training sessions.
Sales Strategy & Execution: Design and implement strategic sales plans to achieve revenue targets, expand market share, and penetrate new and existing verticals, including law firms, private equity, venture capital, and accounting firms.
Performance Management: Utilize data-driven metrics to monitor team performance, forecast sales, and ensure quota attainment.
Cross-Functional Collaboration: Partner with Product and Marketing teams to align messaging, value propositions, and go-to-market strategies.
Client Engagement: Support sales reps in client meetings to understand customer needs and deliver tailored solutions.
Sales Enablement: Deliver ongoing training in solution selling, value-based selling, and competitive positioning. Promote continuous learning of DFIN’s products, services, and partnerships.
Process Optimization: Ensure adoption of CRM tools and social selling practices. Drive operational excellence through effective sales processes and systems.
Reporting & Communication: Provide regular sales forecasts and pipeline updates to senior leadership. Share market insights and customer feedback to inform product and strategy decisions.

Qualifications:

5+ years of experience in B2B SaaS or financial services sales, with a focus on enterprise-level accounts
Proven success in SaaS sales leadership and team management
Familiarity with Force Management and/or MEDDPICC selling methodologies
Strong strategic planning and execution skills
Excellent communication, presentation, and interpersonal skills
High emotional intelligence and the ability to lead diverse teams
Adaptable, data-driven, and results-oriented mindset
Ability to travel as needed, up to 25%

Preferred Qualifications:

Experience selling into legal, financial, or professional services sectors
Track record of scaling sales teams and entering new markets
Proficiency with CRM platforms and sales enablement tools

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.

Senior Accountant - Corporate Accounting (Remote) (US)

Summary:

The Corporate Controller’s Group is responsible for corporate accounting, the consolidation of financial results, establishing the Company’s accounting policies and the preparation and issuance of the Form 10-Q, Form 10-K and other filings with the SEC. The senior accountant is a key member of the Corporate Controller’s Group and will have responsibilities for certain corporate accounting, consolidation and SEC reporting activities.

Responsibilities:

• Responsible for key Corporate Accounting areas, which could include areas such as Share-Based Compensation, Earnings Per Share, Deferred Compensation, Leases, Debt, Goodwill, Intercompany and Pension, among others
• Assist in the monthly close process and consolidation of financial results to ensure results are prepared in accordance with US GAAP and the Company’s policy
• Perform research and prepare memos in the areas of responsibility covering both recurring processes and unique accounting transactions, as needed
• Perform analytical procedures to understand the drivers behind changes during the period
• Assist in the coordination and preparation of certain information included in Form 10-K, Form 10-Q and other SEC filings, including preparing supporting documentation, reviewing XBRL tagging and reviewing disclosure requirements
• Assist with the preparation of certain materials for internal management reporting purposes
• Work closely with the operations accounting team, operations FP&A teams, Corporate finance departments (Tax, Treasury, Investor Relations, FP&A, etc.), external auditors, Internal Audit, IT and other key members of the Corporate Controller’s group
• Provide analysis and support for other assignments and ad hoc projects as needed, such as impairment analysis, system implementations, implementation of new accounting standards and controls assessment
• Assist in updating, interpreting and implementing accounting policies

Qualifications:

• Bachelor’s Degree in Accounting
• Minimum 3-4 years of related work experience at a public accounting firm (Big 4 firm experience required)
• Knowledge of US GAAP required
• CPA strongly preferred
• Excellent problem solving, communication, interpersonal, analytical and time management skills required
• Ability to multi-task and manage shifting priorities and deadlines, with attention to detail and an ability to work both independently and in a team environment
• Strong technical and analytical skills
• Proficiency in MS Office products – intermediate to advance knowledge of MS Excel
• Aptitude to learning new software and systems instrumental to accounting, consolidation and financial reporting (BPC, SAP, Blackline, etc.)
• Prior consolidations experience, SAP, BPC, Blackline, XBRL and SEC reporting experience a plus but not required

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.

Vice President, Operational Strategy and Excellence - Remote (US)

Summary:

The Vice President of Operational Strategy and Excellence is a strategic leader responsible for implementing corporate strategy into actionable business plans that drive enterprise transformation and excellence. This role requires a deep understanding of business consulting, data-driven decision making, and change management to lead cross functional initiatives that align with DFIN’s corporate vision. Reporting to the SVP of Operational Strategy and Global Supply Chain, this leader oversees a high-performing team of engagement managers, process improvement specialists, and data analysts to deliver measurable outcomes and sustained innovation.

This position is responsible for leading enterprise initiatives that enhance the client experience, improve efficiency, support data-driven decision-making, and ensure that all initiatives align with corporate data security and governance priorities. The VP of Operational Strategy and Excellence collaborates closely with DFIN executive leadership on corporate initiatives to design and implement strategic objectives, operationalize innovative solutions, and foster a culture of operational excellence. The driver of success for this role is defined by the ability to implement agreed upon strategies across DFIN with quantified performance metrics.

Ideal candidates will bring a blend of consulting expertise, thought leadership, change management skills, and hands-on implementation experience. This role is particularly well suited for individuals with a background in business consulting and a proven ability to lead transformation in complex environments.

Responsibilities:

• Drive enterprise transformation initiatives that enhance business agility and position DFIN for sustained competitive advantage by identifying future-state opportunities and key priorities, designing actionable plans, and leading cross-functional execution to ensure alignment, accountability, and measurable outcomes
• Establish a portfolio of high-impact strategic initiatives, ensuring alignment with business goals, clear ownership, and trackable success indicators
• Oversee the end-to-end execution of operational solutions, utilizing a consultative, agile approach- incorporating real-time feedback and iterative enhancements
• Foster a forward-thinking business environment by embedding strategic thinking and data-driven decision making, empowering teams to align actions with enterprise goals and deliver impactful, insight-led results
• Partner with executive and business unit leaders to deliver data-informed insights and strategic recommendations that shape business priorities, guide enterprise strategy, and drive informed, analytics-driven business decisions
• Drive organizational alignment and stakeholder engagement by ensuring projects are clearly communicated, embraced, and executed across all levels of the organization
• Lead transformation and change management efforts that foster adoption, resilience, and sustained innovation
• Leverage data-driven insights to identify trend patterns, gaps, inefficiencies, and opportunities for refinement, supporting more informed and proactive decision-making
• Promote value-based project assessment to ensure that initiatives are aligned with the most critical business needs and deliver maximum ROI
• Create enterprise dashboards and KPIs to track strategic initiative progress, performance, and the overall impact of improvement efforts with establish success criteria
• Lead and develop a high-performance team, cultivating a center of excellence that drives innovation, collaboration, and results
• Build and institutionalize top-tier methodologies, playbooks, and repeatable approaches to drive scalable and sustainable success

Qualifications:

• Bachelor’s degree required in Business, Economics, Finance or related field (MBA preferred)
• 5+ years in a leading consulting firm (e.g., McKinsey, Bain, BCG, Deloitte, EY Parthenon, KPMG Advisory, Accenture, PWC, Alix Partners), with a focus on operational improvement, strategy, or business transformation; minimum 2 years as an Engagement Manager, Project Leader, or equivalent
• Proven ability to implement actionable business plans with a strong track record of success of leading enterprise-level projects from concept to execution
• Skilled at integrating data analytics with creative problem-solving to assess current state and future-state solutions
• Strong progressive strategic thinking, business and financial acumen, and intellectual curiosity with a focus on long term vision
• Exceptional interpersonal and influencing skills, with the ability to drive enterprise alignment and lead through complexity and change
• Executive presence and credibility, with a track record of advising and engaging executive leaders
• Excellent verbal and written communication skills
• Deep understanding of Lean, Six Sigma, and other process improvement frameworks
• Strong project management experience, including leading cross-functional initiatives from concept to execution
• Demonstrated ability to drive transformation and be a change agent within the organization
• Passion for team development, mentorship, and talent cultivation

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.

Active Disclosure Account Manager (NY, US)

Summary:

Manages and renews current customer base and expands our offering within those existing customers. Develops customer champions that can help introduce us at their organization to expand use of ActiveDisclosure in other departments. Renews, retains and expands licenses of current customers.

Responsibilities:

Build and maintain a strong understanding of the products and services associated with the ActiveDisclosure product line.
Renew, retain, and expand licenses of current customers.
Develop customer champions that can help introduce us at their organization to expand the use of ActiveDisclosure in other departments.
Manage the invoice and billing process.
Work with the current customer base to have them participate in case studies and group reference calls.
Be the point person to help facilitate meetings with and without customers regarding service.
Proactively prospect within the organization to develop additional use cases and educate them on the value of ActiveDisclosure and how it addresses a business need.
Advise customers about additional DFIN and Partner offerings.
Develop and maintain relationships with sales delivery team members including Regional Managing Directors and field Sales Executives.
Manage and track sales opportunities and forecasts within Salesforce.com, providing reports to the Director of Sales as requested.
Prepare and deliver sales quotes to the prospect.
Coordinate with the Post-Sale and Services team to hand off new clients.

Qualifications:

3 – 7 years of quota carrying, technology-based sales experience.
Proven track record of B2B solution selling with demonstrated ability to sell to all levels of management up to, and including, the C-suite.
Experience in meeting and exceeding quotas or annual sales targets of at least $2M.
Experience tracking a sales pipeline using sales automation software (Salesforce.com preferred).
CPA highly desired but not required, experience selling to the CFO’s office also encouraged.
Proven ability to sell or renew enterprise software licensing and/or projects in the $50-500k range
Ability to prospect, develop and close software opportunities.
Thorough understanding of the enterprise software needs of finance and compliance teams.
General understanding of the financial and/or regulatory disclosure process.
Strong verbal and written communication skills with a focus on negotiation, needs analysis, positioning, business justification, and closing techniques.
Superior presentation skills.

Technical Account Manager (US)

Summary:

Acts as the technical service liaison between customer, multiple production platforms, and Product. Advocates on behalf of the client with a proactive, collaborative approach to all departments and the production teams. Uses experience and knowledge to provide advisory and consultant services to clients to provide direction in meeting their project needs and goals to achieve and meet specific regulatory requirements of the client.

Responsibilities:

• Handles day-to-day account management, client interactions and handling routine technical support issues with a growing level of technical proficiency.
• Serve as the main technical services liaison for assigned accounts, addressing their needs and concerns with expertise and urgency.
• Establish strong, long-term relationships with clients, understanding their business requirements and aligning our solutions to meet their needs.
• First point of service escalation for clients, SDAs and internal partners.
• Host regular touch points with assigned clients to set priorities, work through challenges, discuss best practices, coordinate testing, holiday coverage, etc.
• Participates in QBRs
• Conducts Wellness/Optimization checks with clients
• Review/approve billing, weekly, end of month and ad hoc throughout week
• Basic understanding of SEC and EDGAR requirements as it relates to client filing types and associated documents
• Basic knowledge of XBRL dependencies within specific Arc Suite platforms
• Basic ability to troubleshoot and problem solve issues and complex application setups.
• Basic technical acumen and product knowledge.
• Basic production knowledge.

Qualifications:

1-3 years of ArcReporting experience in technical account management or related fields.
Proven experience and mastery with ArcReporting is required.
A minimum of 2 years of experience in a client facing role.
B.S./B.A. preferred; equivalent experience in lieu of degree accepted.

Preferred Skills:

• Excellent verbal, written, and interpersonal communication skills.
• Self-motivated with strong propensity for action, results and continuous improvement.
• The ability to work successfully in a high-energy, fast paced, rapidly changing environment is necessary.
• Exceptional organizational skills with the ability to multi-task and manage multiple. processes, programs, and procedures simultaneously while working under pressure to meet deadlines.
• Proven track record of solving technical problems.

Senior Director, Proxy Strategy (US)

Summary:

In this role, the Senior Director of Proxy Strategy will execute the DFIN proxy compliance sales strategy to drive revenue in this defined area of responsibility to meet the assigned proxy compliance solution sales quotas. This position will develop and implement activities to ensure that we are effectively selling the DFIN proxy solution through the Field and ActiveDisclosure organization and will be responsible for collaborating with Field Sales, ActiveDisclosure Sales, Marketing, Product, and Inside Sales to drive revenue. The leader will provide sales support for area sales leadership with product education, measurement, and performance.

Reporting to the Head of GCM Sales for North America, this Sr. Director is critical to year over year top line growth for the compliance business by driving engagement with new and existing clients, and expansion of the serviceable market. You will be responsible for keeping ahead of the market and continuously helping to position our offerings on the cutting edge of market needs.

Responsibilities:

Sales Organization Development: Develop and apprise the sales organization of proxy sales process, lead regular trainings, inform sales leadership of proxy market insights
Compliance Sales Strategy: Establish, execute, and lead the Compliance Sales development across sales teams.
Leadership: Lead the ActiveDisclosure Sales Engineer team, executing the overall sales engineering strategy, ensuring alignment with DFIN’s sales goals.
Industry Insights: Provide industry and competitive insights to sales leadership, driving data and information needed for decision-making regarding new opportunities and use cases.
Sales Coaching: Deliver coaching in sales skills, solution/value selling, and technological and competitive trends.
Opportunity Management: Build a cadence of strong opportunity management, pipeline reviews, and account mapping across the broader sales organization.
Client Initiatives: Lead initiatives to target, evaluate, recruit, and identify how compliance product solutions benefit new and existing clients.
Marketing Liaison: Act as the liaison to Marketing, ensuring the implementation and execution of marketing and opportunity identification programs.
Sales Messaging: Assist in the creation and deployment of sales messaging, product sales education, and coordinate training efforts related to solution sales.
Representation: Represent the company at regulatory bodies, industry conferences, events, and panels; participate in industry groups and follow global compliance and governance changes.
Market Reporting: Report market information regarding competitors, pricing awareness, sales inhibitors, and successes; champion and interface between sales management and other functional groups.
Coaching and Feedback: Provide ongoing coaching and feedback to sales associates and sales leaders.
Performance Measurement: Measure results by performance against targets for areas of responsibility.

Qualifications:

7-10+ years Sales leadership experience working across multiple business units/ products.
Knowledge of SEC Related Regulatory Reporting in Capital Markets, in particular Proxy, Annual Shareholder Reporting, and ESG Disclosures preferred
Ability to work effectively under changing conditions
Working knowledge of the IPO, compliance, and transaction market disclosure process
Ability to conceptualize, negotiate and sell ideas internally and externally is essential.
Ability to generate and implement concepts, ideas, and plans while functioning in a flexible, constantly changing environment is necessary
Must be a strong team player
Strong verbal and written communication skills.
Superior presentation skills

Venue Account Executive (Los Angeles, CA, US)

Summary:

Responsibilities:

Growing revenue from Venue by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations.
Own the entire sales process from qualification to close.
Develop and execute strategic territory plan to deliver maximum revenue potential.
Establish a strong and consistent cadence of in-person meetings, organize networking events and attend conferences to improve brand and client exposure to the Venue product.
Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers.
Develop a discipline in how you plan and prioritize your time and focus to provide the highest yield from a large set of accounts.
Collaborating/team-selling with financial print reps (GCMs) to leverage existing relationships and ensure that all appropriate Donnelley services are presented to target clients.
Work closely and collaborate with Product, Marketing, Service Delivery, Business Development and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer.
Update Salesforce daily to track activity, client and product insights, account coverage and sales pipeline.

Qualifications:

Bachelor's degree or equivalent experience required3+ years of sales experience in B2B software/technology-enabled sales or 3-5 years of meaningful financial services industry experience.
Track record of navigating within large and mid-market organizations.
Ability to develop senior-level relationships quickly and effectively to build groundswell within a company.
Strong written, verbal and formal presentation (online and group product demos) skills required.
Ability to effectively present solutions and overcome client objections.
Proven negotiation and closing skills with an ability to adjust approach in order to fit different buyer motivators.
Success within fast transactional sales cycles of exceeding sales quotas.
Savvy with social selling techniques and channels such as LinkedIn.
Ability to use insights and data-driven decisions in the sales process.
Familiarity and knowledge of M&A, IPOs, Corporate Governance & Corporate Finance.

Senior Software Engineer - Full Stack (Remote) (US)

Summary:

We are looking for technical team members at all levels who want to push themselves to deliver best in market SaaS solutions. We offer a challenging environment where you will have to grow, adapt and use your skills consistently. Our customers rely on us in the moments that matter. Engineering delivers on that promise.

You can read the bullets below. But they almost always look the same, right? Here is the deal – being a senior engineer here at DFIN means helping us deliver SaaS software solutions for our customers who primarily work with the SEC or other global regulating bodies. Our products are in demand because we solve regulatory problems for our customers. As a senior engineer, you’ll own projects end to end, write code that others will look towards as a standard, understand how we operate our systems, and make sure our technology grows and doesn’t become a big pile of tech debt.

This isn’t your simple, run-of-the-mill, boring system. This is a system with an interesting mix of design challenges such as eventual consistency, messaging, concurrency, network resiliency, data replication, load/demand prediction, observability engineering, build and deployment pipeline optimization, etc.

Responsibilities:

Design and implement concise, modular, cohesive, frontend and backend services in a distributed system context that are resilient, efficient, and reliable.
Ensure automated tests are highly effective in terms of software quality, refactor flexibility, and integration/delivery speed.
Concurrent and asynchronous software design/development.
Advanced asynchronous and resilient network communications design and implementation.
Extensive usage of all aspects of observability systems from experienced instrumentation of code to well-designed queries, dashboards, and alerts.
Data driven optimization of latency, compute, memory, storage, and network traffic.
Maintain awareness of production system performance, errors, and code usage.
Communicate with clarity with diagrams, documentation, and presentations to other developers, dev teams, SREs, and management.
Optimize build, deployment, and IaC provisioning pipelines.
Rigorous analysis of escaped defects to determine corrective actions with depth of insight.
Design and develop defensively to maintain or increase security going beyond OWASP and zero trust patterns by truly understanding the area of the system being worked on.
Rigorous and proficient review and clear feedback on pull requests by team members.
Keep up with relevant technologies, techniques, tools, and patterns.
Build software with people. Product managers, other developers, SREs, junior engineers, senior engineers, and offshore. Construct software that matters!
Constantly address technical debt. Shine a light on it, even when it hurts.
Plan, lead, or manage projects when called upon to do so while remaining hands on.

Qualifications:

Commitment to your software development, the products you work on, and the firm.
5-10+ years of experience working in full stack distributed systems.
BS in Computer Science or equivalent work experience.
Experience meeting secure coding standards and willing to participate in financial systems security practices.
Ability to explain complex topics to managers/directors, program/product managers
Non-negotiables
- Strong in C#
- Must be willing to work with C#, Node JS, Typescript
- Maybe/sometimes - REACT (preferred), Angular, or other SPA frontend development tech stack

Qualifications (cont.):

Roughly 50% or more of the following in rough order of importance
- Distributed systems design patterns and experience
- Concurrency and/or asynchronous operations.
- Messaging systems and patterns using tech like Azure Service Bus, Rabbit MQ, etc.
- Azure (Preferred), AWS, and/or GCP
- In depth REST API experience
- Build pipelines and ideally IaC such as Terraform
- Typescript/JavaScript
- RDBMS such as SQL Databases such as SQL Server or PostgreSQL
- WebSockets or other push technologies
- Algorithm design/optimization and combinatorial problem solving.
- Profiling for compute and memory optimization.

Education:

BS in Computer Science or equivalent work experience.

Inside Sales Representative - Remote (US)

Summary:

Works closely with customers and their regional sales team to grow and promote the sale of products including, but not limited to, generating new business opportunities and qualifying leads. Develops long-term customer relationships, implements strategic plans, and manages assigned customer accounts.

Responsibilities:

Conduct outbound sales calls to potential customers and follow up on leads provided by marketing campaigns.
Develops sales opportunities by researching and identifying potential accounts, soliciting new account, building rapport, via outreach / outbound campaigns
Initiate and manage sales conversations with prospects and potential customers via phone, email, and other communication channels.
Assesses competitors by analyzing and summarizing competitor information and trends and identifying sales opportunities.
Develops accounts by checking customer’s buying history, suggesting related and new items, and explaining technical features.
Identify customer needs and preferences through effective questioning and active listening.
Acquire good product knowledge to address questions during the introductory calls to overcome objections of prospective customers.
Qualify prospects based on established criteria and gather critical sales information.
Ability to understand sales processes and route qualified opportunities to the appropriate sales leads for further development and closure
Continuously log activities, update records, and enter sales intelligence into CRM, Outreach, Gong.
Collaborate with the ADAE team and marketing teams to continuously improve demand generation processes and best practices.

Qualifications:

Comfortable making cold calls and talking to new people all day; ability to make 50 to 80 calls per day, with additional touchpoints by email
Knowledge of common office software. Experience with a CRM (Customer Relationship Management) system is necessary for day-to-day operations.
Persuasive and goal-oriented.
Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers
Self-motivated and driven to succeed in a competitive sales environment.
Highly team selling oriented- must be able to accept and contribute new ideas.
Tenacity to handle rejection and continue on with a positive attitude when reaching next potential client
Strong organizational skills and time management with the ability to multitask, prioritize etc.
2+ years of SEC and regulatory expertise/experience preferable.
Working knowledge of the IPO, compliance, and transaction market disclosure process is preferable.
Possesses an energetic, outgoing, and friendly demeanor.

Software Engineer - Remote (US)

Summary:

You can read the bullets below. But they almost always look the same, right? Here is the deal – being a software engineer here at DFIN means helping us deliver SaaS software solutions for our customers that primarily work with the SEC or other global regulating bodies. Our products are in demand because we solve regulatory problems for our customers. As a software engineer, you’ll contribute to projects end to end, write code that follows standards, understand how we operate our systems and help make sure our technology grows and doesn’t become a big pile of tech debt.

Responsibilities:

Be a contributor to our development practice: design, full-stack development and testing.
Write concise, clear, well-tested and well-documented code with quality that adheres to industry best practices.
Optimize code for quality, performance, scalability, efficiency and security; through testing, code scanning, refactoring and monitoring.
Analyze, design and build solutions that solve the problems we have, not the problems that we think we may have one day. You are responsible for keeping the team in the present.
Build software with people. Product managers, other developers, SRE, junior engineers, senior engineers, offshore. Construct software that matters.
Understands that systems are to be operated and monitoring and metrics are important.
Engineer for simplicity, reliability, manageability, scalability, extensibility, reusability and performance.
Makes sure to constantly address technical debt. Shine a light on it, even when it hurts.

Qualifications:

Be committed to your development, the products you work on and the firm.
Experience designing services based and/or tiered web and mobile applications.
At least 3 years of experience designing and building scalable data-driven software applications.
Experience developing secure code meeting security standards and willing to participate in financial systems security practices.
Experience in .Net Framework, ASP.Net, VB.Net, C#, API’s RESTful web services, JavaScript, React.js (pick your flavor), SQL Server, Visual Studio. Generally adaptable across the stack.
Experience in Azure / AKS is preferred
BS in Computer Science or equivalent work experience.