Teams at DFIN

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.