Active Disclosure Account Manager
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:
DFIN ActiveDisclosure℠ is a financial reporting solution specifically designed for companies 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 Account Manager at DFIN is a member of the sales delivery team for the ActiveDisclosure product line. Generally, this role is responsible for managing and renewing current customer base and expanding our offering within those existing 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 use of ActiveDisclosure in other departments
· Manage the invoice and billing process.
· Work with 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 into 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, 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.
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 [email protected].
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 [email protected]. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
Apply To This Job
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:
DFIN ActiveDisclosure℠ is a financial reporting solution specifically designed for companies 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 Account Manager at DFIN is a member of the sales delivery team for the ActiveDisclosure product line. Generally, this role is responsible for managing and renewing current customer base and expanding our offering within those existing 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 use of ActiveDisclosure in other departments
· Manage the invoice and billing process.
· Work with 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 into 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, 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.
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 [email protected].
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 [email protected]. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
Apply To This Job