New

Active Disclosure Account Manager

Donnelley Financial, LLC
United States, New York, New York
255 Greenwich Street (Show on map)
Jun 24, 2025
Description: 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: 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. 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 fromnoreply@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).