Be an Early Applicant
We deliver end-to-end risk and compliance solutions through our software and domain expertise.
The Role
Serve as primary post-sale contact for assigned accounts, resolve production and order issues, identify and pursue upsell opportunities, prepare RFPs/RFQs and sales collateral, maintain accurate account records, analyze data for revenue opportunities, and support sales through customer consultations and project implementation.
Summary Generated by Built In
Summary:
Maintains post-sale contact with customers in order to facilitate a positive and productive long-term relationship. Serves as the primary contact for the assigned customers. Enhances the company's position and reputation by properly servicing and corresponding with all assigned accounts in a dependable and timely manner. Engages in up-sell opportunities on current and future customer projects. Identifies and sells to existing accounts to expand service offerings. Manages customer inquiries regarding customer orders in process and future orders pending. Provides tactical support to sales and management, providing information regarding customer issues, needs and opportunities. Prepares RFPs and RFQs and put together sales collateral to use to secure new business and up-sell existing accounts. Enhances customer relationship by working closely with customer on the development of targeted solutions and new business opportunities.
Responsibilities:
Qualifications:
Maintains post-sale contact with customers in order to facilitate a positive and productive long-term relationship. Serves as the primary contact for the assigned customers. Enhances the company's position and reputation by properly servicing and corresponding with all assigned accounts in a dependable and timely manner. Engages in up-sell opportunities on current and future customer projects. Identifies and sells to existing accounts to expand service offerings. Manages customer inquiries regarding customer orders in process and future orders pending. Provides tactical support to sales and management, providing information regarding customer issues, needs and opportunities. Prepares RFPs and RFQs and put together sales collateral to use to secure new business and up-sell existing accounts. Enhances customer relationship by working closely with customer on the development of targeted solutions and new business opportunities.
Responsibilities:
- Responsible for the account management activities during and after the sale to enable the Sales representatives to focus on selling activities. Respond to customer requests and inquiries regarding current and future work. Resolve issues that may arise during production of customer products. Keep sales team informed of customer project status, progress, issues, enhancements and modifications as required.
- Assist in the implementation and execution of products and services sold. Consult with customers to understand business issues and goals, and works with customer to develop improved solutions to business needs.
- Independently engage customers to solicit up-sell opportunity and partner with Sales as a subject matter expert on sales calls to assist in securing new business opportunity and expand product offerings to customers.
- Develop and prepare sales product presentations for use on up-sell opportunity for the accounts managed and assist Sales with the development of sales collateral for new business opportunities.
- Prepare RFPs and RFQs on the accounts managed in effort to secure new business.
- Maintain accurate, complete, up-to-date customer files, in addition to detailed account history. Prepare sales reports and documentation regarding results, opportunities and challenges in the sales territory. Analyze reports and data to identify revenue and cost containment opportunities and new business opportunities.
- Maintain up to date knowledge of industry trends , new products, specifications, competitor strengths and weaknesses and communicates new information to Sales Representatives.
- May be involved in specific customer projects.
- Performs other related duties and participates in special projects as assigned.
Qualifications:
- Bachelor's degree in a discipline related to functional work or role with 5-7 years of relevant work experience OR demonstrated ability to meet the job requirements through a comparable number of years of applicable work experience.
- Able to apply broad work experience and knowledge when analyzing complex problems.
- Must be able to consistently identify critical elements, variables and alternatives to develop solutions.
- Must be able to organize/prioritize existing resources and incorporate new information, as needed, to implement the most effective solutions.
- Able to communicate clearly and courteously with those who need to know of decisions/actions/problems.
- Able to apply excellent business acumen and collaborative skills when resolving problems.
- Able to apply excellent functional computer knowledge in utilizing Microsoft Windows, MAC, or other technical tools in completing assignments.
- Able to apply expertise in all the tools or applications used to complete work assignments.
- Able to mentor junior-level team members in the use of tools and/or systems in the position.
- Requires excellent communication skills with ability to state messages in a clear manner by using language that is easy for others to understand.
- Able to explain programs, policies, and procedures in language that is understood by others.
- Must be able to modify communication style both formal and informal to match the appropriate level of the audience targeted.
- Requires a strong understanding of the impact of a message on the organization or customer.
- Able to write with the clarity and precision necessary for the work being performed.
Skills Required
- Bachelor's degree in a related discipline or equivalent 5-7 years of relevant work experience.
- 5-7 years of relevant account management, sales, or customer-facing experience.
- Ability to analyze complex problems and identify critical elements, variables, and alternatives to develop solutions.
- Ability to organize and prioritize resources and incorporate new information to implement effective solutions.
- Excellent verbal communication skills; able to explain programs, policies, and procedures clearly and adapt style to audience.
- Strong business acumen and collaborative skills for resolving customer and organizational problems.
- Proficient functional computer knowledge using Microsoft Windows, Mac, and other technical tools; expertise in required applications.
- Strong written communication skills with clarity and precision.
- Ability to mentor junior-level team members in tools and systems.
What the Team is Saying
Stephen
Global Head of Engineering
James Menke
Manager - Site Reliability Engineering
Dan Leib
President and CEO
Chris Tanger
Senior Software Architect
Dan Leib
President and CEO
Dan Leib
President and CEO
DFIN Compensation & Benefits Highlights
-
Leave & Time Off Breadth — Flexible Paid Time Off (unlimited PTO) for many U.S. salaried employees, plus paid holidays and sick leave, is explicitly adopted. A remote‑first model further supports taking time when needed in eligible roles.
-
Equity Value & Accessibility — An Employee Stock Purchase Plan allows eligible employees to buy company stock at a 10% discount, noted in the U.S. with expansion to the U.K. and Canada. This provides accessible ownership alongside cash compensation.
-
Parental & Family Support — Company materials cite 12 weeks paid leave for birth mothers and six weeks paid parental leave for all parents, with adoption assistance and IVF coverage also described. These provisions signal meaningful support for growing families.
DFIN Insights
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
DFIN is a leading global risk and compliance solutions company. We provide domain expertise, software and data analytics for every stage of our clients’ business and investment lifecycles. Markets fluctuate, regulations evolve, technology advances, and through it all, DFIN delivers confidence with the right solutions in moments that matter.
Why Work With Us
DFIN is shaping global markets and is an environment where you can bring your whole self to work and do your best work every day. We are a values-based culture in which you can build a rewarding career.
Gallery
DFIN Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We operate in a fully flexible work environment. Our employees can continue to work remotely, our offices remain open and available for collaboration.
Typical time on-site:
Flexible
Chicago, IL
Located in the heart of downtown Chicago’s financial district, we are steps from all Metra stations, good eats and entertainment.
