Donnelley 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.
Summary:
ActiveDisclosure is a cloud-based solution to draft, collaborate, and finalize Securities and Exchange Commission (SEC) disclosures and other filing requirements. In order to succeed in this team, this individual must have the passion for client service, energy to work in a creative startup atmosphere and thrive in a fast paced environment.
The ideal candidate will have the highest levels of excellence in client consultative skills and consistently employ a voice for client advocacy. This individual will have proven experience as an independent contributor who will contribute to our team of all-stars. Maturity, confidence and consultative expertise will lead to a successful partnership with our clients. Dedication, flexibility, eagerness, energy and technical ability, as he/she rolls up their sleeves, will ensure our clients experience service excellence with Donnelley Financial Solutions in all interactions. This individual will be an innovative, out of the box thinker who will lead change in our organization.
Responsibilities:
Work is typically performed under no supervision, with only guidance about overall goals and objectives. Usually receive minimal to no guidance about how to complete work objectives. Must be able to define work based on evaluation of short term and long term goals of the department. Able to independently evaluate processes, identify areas of improvement, and incorporate in to overall work objectives.

• Consult and Influence - Work side-by-side with the customer to define a set of goals and objectives and create a roadmap for future success. Engage clients in successful actions which enable their organization to manage themselves differently by utilizing ActiveDisclosure.
• Plan and Facilitate- Develop unique onboarding and training plans based on client inquiry. Facilitate the training and onboarding of clients and leverage internal resources to create the best solution for customer success, especially in a SaaS environment.
• Troubleshoot - problem solve client and software issues to resolution and leverage internal resources as necessary for complete resolution. Serve as main point of contact and facilitator in opportunity identification, ensuring that clients receive prompt attention and resolution.
• Communicate - actively listen to others to understand opportunities and situations. Keep leaders and team members informed of progress and obstacles related to customer accounts, seeking feedback as necessary and responding appropriately to improve work performance and optimize customer success.
• Analyze - understand and proactively use available data streams to forecast client patterns, identify trends, and create opportunities for improvement.
• Partner - Partner with Sales/Service teams in defining business needs, detailed requirements and project scope and ensure timely closure on the initial requirements phase of projects. Build strong client relationships and partnerships that result in continuity, success, and ultimately, revenue retention and growth.
• Learn - Develop and expand knowledge of industry requirements, software, XBRL and SEC financial regulations. Initiate, maintain, and evolve an in-depth knowledge of ActiveDisclosure in order to provide fully developed consultation and advice to external and internal clients .
• Autonomy - Exercise high-levels of discretion and latitude in completing responsibilities and projects with minimal daily supervision.

Basic Qualifications:
The qualifications below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's degree or 3 years experience in a related field required
• Master in Business Administration, Accounting, Finance, CPA, PMP or other professional certifications desired

Technical Skills:

• Expertise in Salesforce.com, or ability to advance to an expert level.
• Demonstrate technology learning skills in a SaaS environment.
• Successful track record in learning and mastering various software and web-based applications (e-mail, web sharing, social media and other web based forms of communication)
• Ability to master web applications, especially web sharing applications
• Coordinate production of printed documents and components between clients and our internal print resources, as needed.
• Performs other related duties and participates in special projects as assigned.
• External reporting knowledge and SEC regulatory expertise, including XBRL, in all Capital
• Market offerings that enable our clients to achieve their goals while experiencing a world-class service experience.

Preferred Skills:

• Demonstrate ability to creatively solve complex problems by analyzing variables and applying appropriate solutions.
• Expertise in Word and Excel, or ability to advance to an expert level, and sufficient knowledge of the full MS Office suite.
• Strong consultative and Project Management experience.
• Ability to communicate with multiple levels of senior management.
• Ability to work under tight deadlines and manage conflicting priorities.
• Actively listen to others to understand opportunities and situations.
• Candidate must be open to flexible working hours.
• Must be able to clearly articulate business needs to both internal and external clients.
• Excellent verbal, written and presentation skills.
• Partners well within the internal network to ensure client needs are met.

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 [email protected] . #BI-Remote
Nearest Major Market: Philadelphia
Job Segment: Implementation Manager, Cloud, Project Manager, Technology