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We deliver end-to-end risk and compliance solutions through our software and domain expertise.
The Role
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.
Summary Generated by Built In
Summary:
DFIN is seeking a motivated and commercially focused Account Executive to sell virtual data room services to clients and prospects across the German advisory and corporate community, including investment banks, corporates, private equity firms and law firms.
This role supports DFIN's growth as a virtual data room provider by identifying opportunities, building trusted relationships and positioning DFIN's solutions for mergers and acquisitions, divestitures, capital raises, corporate restructurings and other strategic transactions.
The successful candidate may work as part of a sales team or independently across assigned accounts, with a focus on developing pipeline, managing opportunities and ensuring DFIN is considered a preferred provider of data room services. The role may include attendance at client meetings, networking events and other business development activities as required.
Responsibilities:
Qualifications:
Essential skills and experience
Desirable skills and experience
DFIN is seeking a motivated and commercially focused Account Executive to sell virtual data room services to clients and prospects across the German advisory and corporate community, including investment banks, corporates, private equity firms and law firms.
This role supports DFIN's growth as a virtual data room provider by identifying opportunities, building trusted relationships and positioning DFIN's solutions for mergers and acquisitions, divestitures, capital raises, corporate restructurings and other strategic transactions.
The successful candidate may work as part of a sales team or independently across assigned accounts, with a focus on developing pipeline, managing opportunities and ensuring DFIN is considered a preferred provider of data room services. The role may include attendance at client meetings, networking events and other business development activities as required.
Responsibilities:
- Prospect for new accounts and expand contacts within existing accounts, including within investment banking, corporate, private equity and legal markets.
- Meet or exceed agreed sales performance indicators, such as calls, meetings, qualified opportunities and other sales activities, using reasonable and objective targets.
- Identify client needs, gather relevant information and develop a clear understanding of client objectives, issues and commercial priorities.
- Ability to travel regularly throughout Germany to meet clients and prospects in person, build business relationships and support sales opportunities as business needs require.
- Review account history from relevant DFIN departments and appropriate published sources to build a comprehensive account view.
- Use appropriate sales tools, including LinkedIn Sales Navigator and Salesforce, to identify prospects, maintain account information and support business development activity.
- Develop sales strategies and account plans designed to increase market share, including research into potential deal activity and market trends.
- Communicate DFIN's value proposition through field meetings, telephone calls and online meetings, using value-based conversations to present relevant solutions.
- Engage with customers in professional, client-focused dialogue to understand and respond to their requirements.
- Explain how DFIN solutions can support client needs, drawing on DFIN's brand, scale, technology and market position.
- Build and maintain a strong sales pipeline and forecast through discovery calls, meetings and account planning.
- Manage the sales process for new opportunities, including pricing discussions, approvals, contract terms and internal governance requirements.
- Complete opportunity and account reviews with the manager using DFIN's Customer Engagement Model tools, submit required reports on time and maintain accurate forecasts.
- Ensure all account and opportunity information is accurately recorded and maintained in Salesforce.com.
Qualifications:
Essential skills and experience
- Relevant degree or equivalent practical experience.
- Demonstrable experience in B2B sales, business development, account management or a closely related commercial role. Experience in a quota-bearing environment is desirable where it is relevant to the role.
- Fluent German language skills (written and spoken), with the ability to conduct sales meetings, presentations, negotiations and business correspondence with German-speaking clients at a professional level.
- Ability to prospect, research target accounts and identify relevant contacts and opportunities.
- Ability to run customer meetings, product demonstrations and client presentations, with support and training where appropriate.
- Ability to listen to client needs, respond to questions and objections, and explain the value of a solution in a clear and professional way.
- Strong communication and relationship-building skills, including through phone, online and in-person channels.
- Good organisational skills, including the ability to prioritise activity, manage follow-up actions and maintain accurate records.
- Ability to work effectively in a fast-paced commercial environment with multiple clients and deadlines.
- Professional approach, positive attitude and willingness to collaborate with colleagues across functions.
Desirable skills and experience
- Experience using Salesforce.com or a similar CRM system.
- Experience working cross-functionally with internal teams to support customer success.
- Knowledge of mergers and acquisitions, capital markets or the broader financial services industry.
- Understanding of SaaS environments, business applications, industry trends and related initiatives.
- Evidence of curiosity, a willingness to learn and a collaborative approach to work.
Skills Required
- Relevant degree or equivalent practical experience
- Demonstrable experience in B2B sales, business development, or account management (quota-bearing experience desirable)
- Fluent German language skills (written and spoken)
- Ability to prospect, research target accounts and identify relevant contacts and opportunities
- Ability to run customer meetings, product demonstrations and client presentations
- Ability to listen to client needs, respond to questions and objections, and explain solution value
- Strong communication and relationship-building skills across phone, online and in-person channels
- Good organisational skills, ability to prioritise activity, manage follow-up actions and maintain accurate records
- Ability to work effectively in a fast-paced commercial environment with multiple clients and deadlines
- Professional approach, positive attitude and willingness to collaborate across functions
- Experience using Salesforce.com or a similar CRM system
- Experience working cross-functionally with internal teams to support customer success
- Knowledge of mergers and acquisitions, capital markets or broader financial services industry
- Understanding of SaaS environments, business applications and industry trends
- Evidence of curiosity, willingness to learn and collaborative approach
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
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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.
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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.
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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.
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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.
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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.
