AD Account Executive

Join a dynamic team at the pulse of global markets where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every Win as One mentality ensures that our teams success is directly linked to Client Shareholder and Employee Satisfaction.

In 2026 DFIN was named #1 on the 2026 Top 100 Global Most Loved Workplaces by Best Practice Institute. We have also been recognized as one of Americas Most Loved Workplaces for five consecutive years and a Built In Best Place to Work for six years reflecting our continued commitment to supporting employees total well-being. Enjoy competitive compensation a flexible workplace comprehensive benefits and opportunities for professional growth. Bring your passion and talents to DFIN because being YOU thrives here.

Summary:

DFIN ActiveDisclosure is a financial reporting solution specifically designed for companies that rely on the Microsoft Office productivity suite 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 Salesperson at DFIN is a member of the sales delivery team for the ActiveDisclosure product line. Generally this role is responsible for managing a pipeline of sales opportunities working directly with field Sales Executives and Account Managers with prospect engagement selling directly and utilizing teams to deliver client wins

Responsibilities:

• Build and maintain a strong understanding of the product and services associated with the ActiveDisclosure product line.
• Develop and maintain relationships with sales delivery team members including Regional Managing Directors field Sales Executives and Account Managers within your territory.
• Prospect and qualify sales leads coordinating as required with the DFIN field sales team.
• Manage and track sales opportunities and forecasts within providing reports to the Director of Sales as requested.
• Manage a complex sales cycle starting with the needs assessment process for each prospect identifying pain points and determining the fit for our solutions.
• Identify various buying roles within each prospect account and develop a suitable sales execution plan.
• Educate prospects on the value of an ActiveDisclosure solution and how it addresses their needs.
• As needed engage the Implementation team at the appropriate stage of the sales cycle to assess technical needs and prepare an implementation plan.
• Prepare and deliver sales quotes to the prospect.
• Work with Sales Executives to successfully close opportunities.
• Coordinate with the Post-Sale and Services team to hand off new clients.

Qualifications:

• 5 - 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. Proven ability to sell or renew enterprise software licensing and/or projects in the $50-500k range
• Experience tracking a sales pipeline using sales automation software ( preferred).
• CPA highly desired but not required experience selling to the CFOs office also encouraged.
• Proven ability to sell enterprise software licensing and/or projects in the $50-500k range with yearly results of $2M or greater.
• 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.
• A broad understanding of the financial close process and the SEC filing process is desired.
• An in-depth understanding of the technology used by public companies for external reporting.

Donnelley Financial Solutions is committed to ensuring equal employment opportunity and does not discriminate in any employment decision because of race religion color national origin sex gender identity or expression age disability perceived disability sexual orientation or on the basis of any other status protected by applicable national laws.

At DFIN protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if youve already been in contact. All automated messages will come If you ever have doubts about the legitimacy of any communication from us please do not hesitate to reach out for verification via (this email is for general TA questions and is not used for updates on your application status).

Required Experience:

IC

Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 50 - 500