Active Disclosure Account Manager

<p class="p1"><strong>Donnelley Financial Solutions (DFIN)</strong> is the leading provider of innovative, software and technology&ndash;enabled financial regulatory and compliance solutions. Supporting every stage of our clients&rsquo; business and investment lifecycle, DFIN provides regulatory filing and transactional deal solutions to public and private companies, mutual funds, and other regulated investment firms.</p>

NY, US

DFIN

<p>Donnelley Financial Solutions (DFIN) is the leading provider of innovative, software and technology-enabled financial regulatory and compliance solutions.</p> <p>We provide regulatory filing and deal solutions to public and private companies, mutual funds, and other regulated investment firms. We support every stage of our clients&rsquo; business and investment lifecycles.</p> <p>After 33 years as the financial division of RR Donnelley &amp; Sons, DFIN became a standalone public company on October 1, 2016.</p> https://www.dfinsolutions.com/

keywords: position summary,customer service,sales,business development,experience,proficiency,skills

Full Time

Overview: 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: <ul> <li>Build and maintain a strong understanding of the products and services associated with the ActiveDisclosure product line.</li> <li>Renew, retain, and expand licenses of current customers.</li> <li>Develop customer champions that can help introduce us at their organization to expand the use of ActiveDisclosure in other departments.</li> <li>Manage the invoice and billing process.</li> <li>Work with the current customer base to have them participate in case studies and group reference calls.</li> <li>Be the point person to help facilitate meetings with and without customers regarding service.</li> <li>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.</li> <li>Advise customers about additional DFIN and Partner offerings.</li> <li>Develop and maintain relationships with sales delivery team members including Regional Managing Directors and field Sales Executives.</li> <li>Manage and track sales opportunities and forecasts within Salesforce.com, providing reports to the Director of Sales as requested.</li> <li>Prepare and deliver sales quotes to the prospect.</li> <li>Coordinate with the Post-Sale and Services team to hand off new clients.</li> </ul>
Requirements: <ul> <li>3 &ndash; 7 years of quota carrying, technology-based sales experience.</li> <li>Proven track record of B2B solution selling with demonstrated ability to sell to all levels of management up to, and including, the C-suite.</li> <li>Experience in meeting and exceeding quotas or annual sales targets of at least $2M.</li> <li>Experience tracking a sales pipeline using sales automation software (Salesforce.com preferred).</li> <li>CPA highly desired but not required, experience selling to the CFO&rsquo;s office also encouraged.</li> <li>Proven ability to sell or renew enterprise software licensing and/or projects in the $50-500k range.</li> <li>Ability to prospect, develop and close software opportunities.</li> <li>Thorough understanding of the enterprise software needs of finance and compliance teams.</li> <li>General understanding of the financial and/or regulatory disclosure process.</li> <li>Strong verbal and written communication skills with a focus on negotiation, needs analysis, positioning, business justification, and closing techniques.</li> <li>Superior presentation skills.</li> </ul>