- Build and maintain a strong understanding of the products and services associated with the ActiveDisclosure product line.
- Renew, retain and expand licenses of current customers
- Develop customer champions that can help introduce us at their organization to expand use of ActiveDisclosure in other departments
- Manage the invoice and billing process.
- Work with current customer base to have them participate in case studies and group reference calls
- Be the point person to help facilitate meetings with and without customers regarding service
- Proactively prospect into organization to develop additional use cases and educate them on the value of ActiveDisclosure and how it addresses a business need
- Advise customers about additional DFIN and Partner offerings
- Develop and maintain relationships with sales delivery team members including Regional Managing Directors, field Sales Executives
- Manage and track sales opportunities and forecasts within , providing reports to the Director of Sales as requested.
- Prepare and deliver sales quotes to the prospect.
- Coordinate with the Post-Sale and Services team to hand off new clients
- 3 – 7 years of quota carrying, technology-based sales experience.
- Proven track record of B2B solution selling with demonstrated ability to sell to all levels of management up to, and including, the C-suite.
- Experience in meeting and exceeding quotas or annual sales targets of at least $2M.
- Experience tracking a sales pipeline using sales automation software preferred).
- CPA highly desired but not required, experience selling to the CFO's office also encouraged.
- Proven ability to sell or renew enterprise software licensing and/or projects in the $50-500k range
- Ability to prospect, develop and close software opportunities.
- Thorough understanding of the enterprise software needs of finance and compliance teams.
- General understanding of the financial and/or regulatory disclosure process.
- Strong verbal and written communication skills with a focus on negotiation, needs analysis, positioning, business justification, and closing techniques.
- Superior presentation skills.
-
Account Manager
13 hours ago
Mimecast Remote, United States Full timeWhy Join Us? · The Senior Commercial Account Manager role is integral to our dynamic Customer Development team at Mimecast, where we seek an exceptional individual with robust sales acumen. We are in search of a self-motivated and collaborative team player, demonstrating a proven ...
-
Manager of Accounting
1 week ago
Basis Technologies Remote, United States Full timeABOUT THE TEAM · The Accounting team is a spirited group of passionate and driven team members targeted on timely, accurate, and relevant financial results. Whether they are working on month end close or an audit they strive to provide Raving Fan service through all their interac ...
-
Account Manager
3 weeks ago
HCTec Remote, United States Full timePOSITION SUMMARY: · The Account Manager is responsible for developing and maintaining an assigned territory as well as building relationships with clients in that territory. · ESSENTIAL FUNCTIONS: To perform this job, an individual must perform each essential function satisfacto ...
-
Account Manager
2 weeks ago
Lytics Remote, United States Full timeAt Lytics, we encourage creativity, value innovation, expect accountability and cherish results. We look for individuals with a "get stuff done" attitude and we will help you unlock your growth potential. · Are you ready to elevate your career as an Account Manager with Lytics? ...
-
Account Manager
13 hours ago
eMoney Advisor Remote, United StatesJob Responsibilities · Drive subscription renewals and sales activities to achieve established production targets and goals forthe assigned accounts within the territory. · Be strategic by pursuing sales opportunities via existing channels andmarkets · Successfully execute sales ...
-
Account Manager
3 days ago
Parade Remote, United States Full time· Parade is the leader in providing capacity management tools to freight brokers and 3PLs. Our technology platform revolutionizes the digital landscape for our customers with the vision of becoming the Bloomberg Terminal for Trucking, an $800B industry. Our platform has already ...
-
Account Manager
1 week ago
Hitachi Careers Remote -, United StatesDescription · General Information: · We are seeking a seasoned sales professional to serve our Hitachi Energy business as an Account Manager and contribute to our Sales team focused on Data Center Colocation facilities customers. This position will be based in the West Coast are ...
-
Accounting Manager
3 weeks ago
Unchained Remote, United States Full timeCOMPANY OVERVIEW: · Unchained offers a suite of bitcoin financial services built on top of a unique collaborative custody model. These include: buying and selling bitcoin directly to and from cold storage, bitcoin retirement accounts, bitcoin-backed loans, concierge services to e ...
-
Account Manager
3 weeks ago
H1 Remote, United States Full timeAt H1, we believe access to the best healthcare information is a basic human right. Our mission is to provide a platform that can optimally inform every doctor interaction globally. This promotes health equity and builds needed trust in healthcare systems. To accomplish this our ...
-
Accounting Manager
3 weeks ago
Helios Service Partners Remote, United States Full timeThe Accounting Manager is a newly created position and will be responsible for enhancing the month-end close process to support Helios Operating Companies. This role will report directly to the VP of Finance. · WHAT HELIOS NEEDS FROM YOU: · Perform the monthly and quarterly acc ...
-
Account Manager
1 week ago
Truveris Remote, United States Full timeTruveris is a leading digital health company focused on delivering truth and clarity in pharmacy. Truveris' proprietary technology, coupled with deep pharmacy expertise, helps to build a more efficient market that maximizes choice, accessibility and prescription drug affordabilit ...
-
Accounting Manager
3 weeks ago
Underdog Fantasy Remote, United States Full timeHi, we're Underdog · We're the fastest-growing sports gaming company ever. · We build innovative games and products for American sports fans. · Founded in 2020, our team built four of today's most widely played fantasy games and recently launched our Underdog Sportsbook. We are t ...
-
Accounting Manager
4 days ago
Vista Remote, United States Full timeOur Team: · We are seeking a highly motivated and driven Accounting Manager to join the controllership team The ideal candidate will be a thorough professional with advanced experience in accounting, financial reporting, statutory compliances filings and with proven leadership ex ...
-
Accounting Manager
2 weeks ago
Vista Remote, United States Full timeOur Team: · We are seeking a highly motivated and driven Accounting Manager to join the controllership team The ideal candidate will be a thorough professional with advanced experience in accounting, financial reporting, statutory compliances filings and with proven leadership ex ...
-
Accounting Manager
2 weeks ago
Eargo Remote, United States Full timeWe're Eargo and we're on a mission to disrupt, innovate, and reimage the hearing industry. If you believe fun at work is non-negotiable and want to experience the joy of being a part of helping someone hear life to the fullest again— expect tears of joy— then this is the place fo ...
-
Account Manager
2 weeks ago
Milepost Consulting Remote, United StatesPosition Type: Full Time · Location: United States (remote) · Salary: $88,000 - $101,000 annually · POSITION DESCRIPTION · As an Account Manager at Milepost, you will serve as the strategic lead and trusted advisor on client accounts. A key part of your role will be to identify a ...
-
Account Manager
2 weeks ago
Celigo Remote, United States Full time· Integration meets innovation · Celigo is a modern integration and automation platform (iPaaS) on a mission to simplify how companies integrate, automate, and optimize processes. Purpose-built for mission-critical processes, Celigo offers unique tools such as runtime AI and pre ...
-
Account Manager
2 weeks ago
brightwheel Remote, United States Full timeOur Mission and Opportunity · Early education is one of the greatest determinants of childhood outcomes, is a must for working families, and has a lasting social and economic impact. Brightwheel's vision is to enable high quality early education for every child — by giving teache ...
-
Account Manager
2 weeks ago
Newfront Insurance Remote, United States Full timeInsurance is a trillion dollar market that is fundamental to society, yet it has not modernized — until now. · Newfront is building the modern insurance experience. · We've reimagined the experience for clients, prospects, and employees, altering the way people create, understa ...
-
Account Manager
3 weeks ago
Yelp Remote, United States OTHERSummary · *Please note that while this role will operate remotely, it is required that the candidate resides in the United States (EXCLUDING THE BAY AREA).* · Do you love local businesses, and want to help them grow? The Yelp Customer Success team is seeking a dedicated and driv ...
Account Manager - Remote, United States - DFIN
Description
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:
DFIN ActiveDisclosureSM is a financial reporting solution specifically designed for companies to draft, collaborate and finalize SEC disclosures. ActiveDisclosure helps streamline content creation, review and distribution improving efficiency, governance and the overall quality of all financial reports. The ActiveDisclosure Account Manager at DFIN is a member of the sales delivery team for the ActiveDisclosure product line. Generally, this role is responsible for managing and renewing current customer base and expanding our offering within those existing customers.
Responsibilities:
Qualifications:
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 as a result of your disability. You can request a reasonable accommodation by sending an email to