Jobs at DFIN

Partners with sales teams to position Venue Virtual Data Room solutions during complex enterprise sales cycles. Leads discovery sessions, designs recommendations, delivers demonstrations and executive presentations, supports RFPs, security questionnaires, proofs of concept, and pilots, and translates technical capabilities into business value. Builds relationships with legal, finance, corporate development, and executive stakeholders while collaborating with implementation, customer success, product, and engineering teams.

The Venue Account Executive will grow the customer base by prospecting investment banks, private equity firms, law firms, accounting advisors, and corporations. Responsibilities include territory planning, relationship development, networking, presentations, negotiations, closing sales, quota attainment, Salesforce pipeline tracking, and collaboration with internal sales and service teams. The role owns the full B2B sales cycle and promotes Venue software and services to senior decision-makers.

The Venue Account Executive will prospect target financial and corporate accounts, build senior-level relationships, manage territory strategy, and own the B2B sales cycle from qualification through close. Responsibilities include networking, conferences, product presentations, negotiation, quota achievement, team selling with financial print representatives, cross-functional collaboration, and daily Salesforce pipeline management. The role requires knowledge of financial services, M&A, IPOs, corporate governance, and corporate finance.

Grows the Venue customer base through prospecting, relationship development, territory planning, networking, and full-cycle B2B sales. Builds senior-level client relationships, conducts presentations and negotiations, exceeds quotas, collaborates with internal sales and business teams, and maintains accurate Salesforce activity and pipeline records. Targets investment banks, private equity firms, law firms, accounting advisors, and corporations, with emphasis on financial services and corporate finance use cases.

Develop and maintain scalable SaaS solutions for financial reporting and capital markets customers. Responsibilities include full-stack development, system design, testing, monitoring, performance optimization, security, technical debt reduction, and collaboration with product managers, developers, and SRE teams. The role requires building reliable, secure, maintainable data-driven applications and contributing across the software development lifecycle.

The Venue Account Executive will prospect investment banks, private equity firms, law firms, accounting advisors, and corporations; manage the full B2B sales cycle; execute territory plans; build senior-level relationships; conduct meetings and networking; collaborate with internal sales and service teams; and maintain Salesforce pipeline records. The role requires selling software and service solutions while meeting revenue and quota objectives.

Lead ArcCharting software implementations from discovery through final sign-off. Gather client requirements, document chart specifications and business rules, coordinate development and testing, manage project tickets and deadlines, resolve issues, and communicate status with clients and internal teams. The role requires working with Adobe Illustrator, XML-based configuration files, SaaS implementations, and Microsoft Office while ensuring accurate, compliant deliverables.

Prepares quarterly and year-end income tax provisions, federal, state, and local tax returns, estimated payments, and apportionment data. Supports tax research, notices, tax planning, forecasting, transfer pricing, controls documentation, and process improvements. Coordinates with finance and corporate teams, monitors tax law changes, and maintains tax software and ledger expertise. The role requires strong knowledge of ASC 740, tax accounting research, return preparation, Excel, and corporate tax processes.

Leads enterprise workflow transformation by designing future-state operating models, workflow architectures, capability frameworks, governance structures, and multi-year roadmaps. Assesses current-state maturity, identifies gaps and modernization opportunities, develops business cases and executive recommendations, and coordinates cross-functional solutioning across operations, technology, product, data, and client experience. Evaluates automation and AI-enabled capabilities, mentors transformation architects, and establishes repeatable transformation methods and standards.

Own and optimize the sales enablement technology ecosystem, including workflows, automation, data governance, reporting, and tool adoption. Build dashboards, scorecards, executive presentations, and business reviews that measure productivity and pipeline impact. Lead cross-functional technology and process improvement initiatives, coordinate vendors and system administrators, and manage implementation timelines, risks, and stakeholder communications across Sales, Revenue Operations, Marketing, IT, and Enablement.

Lead and grow an inside sales team promoting a SaaS financial reporting platform. Responsibilities include recruiting and coaching representatives, developing sales and pipeline strategies, driving new business and account expansion, forecasting performance, supporting complex customer conversations, and presenting market insights to leadership. The role requires strong B2B enterprise software sales experience, sales methodology expertise, analytical forecasting skills, and the ability to build scalable revenue processes.

Supports a portfolio of clients through proactive communication, issue resolution, onboarding, adoption campaigns, renewals, training coordination, and self-service enablement. Maintains CRM records, monitors client engagement and utilization, identifies retention or growth risks, and collaborates with internal teams to deliver consistent service. The role follows established playbooks while supporting high-volume client portfolios and peak-season financial reporting and proxy services.

Supports a portfolio of clients through proactive communication, issue resolution, onboarding, adoption campaigns, renewal preparation, training coordination, and self-service enablement. Monitors client engagement and utilization to identify retention risks and growth opportunities, maintains accurate CRM records, and collaborates with internal teams to deliver consistent service. The role supports high-volume client portfolios and seasonal financial reporting and proxy deadlines.

Leads workflow strategy, process design, governance, documentation, standardization, and continuous improvement across Client Service & Delivery. Establishes process ownership, decision rights, KPIs, governance routines, and adoption plans; analyzes operational data to identify root causes and improvement opportunities. Facilitates workshops, develops training and executive materials, partners with analytics and technology teams, coaches stakeholders, and drives measurable operational outcomes across domestic and offshore teams.

The Venue Account Executive grows the customer base by prospecting investment banks, private equity firms, law firms, accounting advisors, and corporations. Responsibilities include territory planning, relationship development with senior decision-makers, managing the full sales cycle, conducting presentations and demos, negotiating and closing deals, attending networking events and conferences, collaborating with internal sales and service teams, and maintaining Salesforce pipeline records.

Provides technical product support to global capital markets clients using proprietary document management, composition, and print workflow systems. Responsibilities include gathering requirements, configuring accounts and templates, troubleshooting data and formatting issues, resolving or escalating technical problems, training clients, preparing documentation, supporting upgrades and UAT testing, and providing product feedback. Requires third-shift availability, weekend and holiday work, strong communication and organization, and 5–6 years of relevant administrative or operational support experience.

Manage the ActiveDisclosure sales pipeline from prospecting and qualification through needs assessment, solution positioning, quoting, negotiation, and close. Build relationships with internal sales teams and client stakeholders, including C-suite buyers. Track opportunities and forecasts in Salesforce.com, coordinate technical implementation planning, and hand new clients to post-sale services. Sell enterprise software and services to finance and compliance teams, meeting or exceeding substantial annual quotas.

Design, build, and operate cloud-native, enterprise-grade SaaS services on Azure. Lead architecture and design, develop APIs and UIs, apply AI-enabled engineering tools, ensure observability, support production incidents, and drive reliability, performance, and CI/CD improvements across teams.

This role involves identifying, developing, and managing strategic partnerships to drive sales revenue, working collaboratively with various stakeholders, and executing go-to-market strategies.

Sell virtual data room services to German advisory and corporate clients (investment banks, corporates, PE, law firms). Build pipeline, manage opportunities, conduct meetings and demos, use Salesforce and LinkedIn Sales Navigator, travel across Germany, handle pricing/contract discussions, and maintain accurate forecasts and account records.