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Leads governance and orchestration for a workflow transformation portfolio, coordinating initiatives, pilots, roadmaps, vendor engagements, dependencies, resources, risks, and operational readiness. Develops portfolio dashboards, executive scorecards, status reports, and value-realization reporting. Facilitates prioritization, sequencing, investment, and trade-off decisions across cross-functional teams, while establishing governance standards, intake processes, reporting routines, and transformation operating rhythms.

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.

The Venue Account Executive will expand the customer base by prospecting investment banks, private equity firms, law firms, accounting advisors, and corporations. Responsibilities include territory planning, relationship development, networking, conferences, end-to-end sales from qualification through close, negotiation, quota attainment, cross-functional collaboration, and daily Salesforce pipeline management. The role requires presenting software solutions, overcoming objections, engaging senior decision-makers, and applying financial services and M&A knowledge to drive revenue.

Monitor and manage live production work using system tools and dashboards; make real-time capacity decisions, triage escalations, analyze performance data, propose corrective actions, document processes, create client production plans, and train or mentor operations staff.

Lead SRE efforts for DFIN SaaS: ensure availability, performance, scalability, and automation. Implement monitoring, CI/CD, IaC, container orchestration, AI-enhanced observability, incident response, RCA, and runbook automation while collaborating across engineering 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.

Lead Zendesk configuration and optimization for Support Operations: design workflows, triggers, automations, SLAs, and reporting. Serve as primary Zendesk SME and business analyst, gather requirements, document system designs, support governance/change management, ensure security and role-based access, and collaborate cross-functionally to deploy integrations, testing, and adopt Zendesk AI capabilities.