Active Disclosure Account Manager
Company: Donnelley Financial Solutions (DFIN)
Location: San Francisco
Posted on: September 24, 2024
Job Description:
Title: Active Disclosure Account ManagerJob ID: 4234Location:
San Francisco, CA, USJob Family: SalesDonnelley Financial Solutions
(DFIN) is a leader in risk and compliance solutions, providing
insightful technology, industry expertise, and data insights to
clients across the globe. We're here to help you make smarter
decisions with insightful technology, industry expertise, and data
insights at every stage of your business and investment lifecycles.
As markets fluctuate, regulations evolve and technology advances,
we're there. And through it all, we deliver confidence with the
right solutions in moments that matter.SUMMARYDFIN
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'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 AccommodationRequests@dfinsolutions.com.Nearest
Major Market: San FranciscoNearest Secondary Market: Oakland
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Keywords: Donnelley Financial Solutions (DFIN), San Francisco , Active Disclosure Account Manager, Executive , San Francisco, California
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