Donnelley Financial Solutions

Role Description The Venue Sales Associate will report directly to the Director of Sales. You will serve as a trusted adviser, obsess about closing the next deal and have the tenacity and hustle to make it happen. - Grow Venue’s customer base by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors. - Participate in the sales process from lead generation to qualification to close. - Execute a strategic plan within designated territory to generate revenue. - Establish a strong and consistent cadence of in-person meetings, organize networking events and attend conferences to improve brand and client exposure to the Venue product. - Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers. - Develop a plan and prioritize your time to focus on high impact activities to achieve key performance indicators. - Cross collaboration with Reps from other areas of DFIN to leverage existing relationships and ensure that all appropriate service offerings are presented to target clients. - Work closely with Product, Marketing, Service Delivery, Business Development and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer. - Update Salesforce daily to track activity, client and product insights, account coverage and sales pipeline. Qualifications - Bachelor's degree or equivalent experience required. - 6 to 24 months of general business experience. - Desire to build a professional career in sales. - Interest in and/or desire to learn about financial transactions. - Excellent communication skills: Ability to engage prospects with clear, concise, and persuasive communication. - Strong listening skills: Actively listen to understand customer needs and pain points. - Persistence and resilience: Ability to handle rejection and consistently follow up with prospects. - Sales acumen: Basic understanding of sales principles, including objection handling and closing techniques. - Technical proficiency: Familiarity with CRM software and other sales tools. - Time management skills: Effectively manage leads and prioritize high impact activities. Requirements - 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 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 talentacquisition@dfinsolutions.com. Benefits - Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth.

Role Description We are looking for a hands-on AI Automation Engineer to help drive AI-enabled transformation across the Client Experience organization. This role will design, build, and scale AI agents and automation solutions that improve customer interactions, increase efficiency, and solve complex business problems. The ideal candidate enjoys both technical AI development and end-to-end ownership — from identifying opportunities and building solutions to deployment, measurement, and continuous improvement. Responsibilities - Design, build, and deploy AI agents and automation workflows that support Client Experience use cases across Support, Services, and Customer Success. - Develop multi-step automation solutions that integrate with internal systems using APIs and other integration methods. - Partner with stakeholders to identify, prioritize, and execute high-impact AI and automation opportunities. - Translate business problems into scalable technical solutions that are maintainable and aligned with enterprise architecture. - Work closely with Product, Engineering, IT, Security, Support, and Services teams to align requirements, timelines, approvals, and delivery. - Support responsible AI deployment by documenting data flows, access controls, and solution architecture for governance, privacy, and compliance review. - Define and track success metrics such as automation rate, resolution improvement, efficiency gains, and customer outcome improvements. Qualifications - Required Qualifications - 2–5 years of experience in a technical role within the technology industry. - Hands-on experience building, coding, or implementing AI and automation solutions. - Experience working with APIs and integrating systems in a production environment. - Strong understanding of how AI can be applied to real-world business use cases. - Ability to deliver projects from concept through execution while working cross-functionally. - Strong communication skills with both technical and non-technical stakeholders. - Experience partnering with IT or Security teams on approvals, governance, or implementation processes. - Preferred Qualifications - Experience building AI agents, copilots, or workflow automation solutions. - Familiarity with customer support, customer success, or client experience workflows. - Experience with AI platforms, LLMs, or automation tools. - Background in technical project or program management. - Experience working in regulated or enterprise environments with security requirements. Benefits - Competitive compensation. - Flexible workplace. - Comprehensive benefits. - Opportunities for professional growth. What Success Looks Like Success in this role means AI agents and automation solutions are deployed, adopted, and delivering measurable improvements in efficiency, automation, and customer outcomes. The role will also help build strong partnerships across business and technical teams while maintaining a scalable pipeline of high-impact AI use cases.

Role Description 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. As a Principal Frontend Engineer, you will be part of a key engineering team responsible for the architectural vision, design, and implementation of our frontend systems. You will work closely with cross-functional teams to deliver a world-class user experience for our SaaS platform. This role requires deep engineering skills in modern front-end technologies, strong collaboration skills, and a strategic mindset to drive the evolution of our systems in alignment with business goals. - Complex web frontend SPA development and architecture. - Design and implement concise, modular, cohesive frontend and backend services in a distributed system context that are resilient, efficient, and reliable. - Ensure automated tests are highly effective in terms of software quality, refactor flexibility, and integration/delivery/build speed. - Design, refactor, implement, or work within micro-frontend SPA(s). - Optimize builds for speed and deterministic dependency management. - Concurrent and asynchronous software design/development. - Advanced asynchronous and resilient network communications design and implementation. - Software development on complex, but potentially irreducible algorithms or combinatorials. - Understand the basics of determinism, complexity classes, and resource constraints. - Find ways to reduce/decompose complex software components along appropriate boundaries. - When apparently irreducible problems are encountered, find ways to simplify through approximation theory and quantization. - Extensive usage of all aspects of observability systems from experienced instrumentation of code to well-designed queries, dashboards, and alerts. - Data driven optimization of latency, compute, memory, storage, and network traffic. - Maintain awareness of production system performance, errors, and code usage. - Communicate with clarity with diagrams, documentation, and presentations to other developers, dev teams, SREs, and management. - Optimize build, deployment, and IaC provisioning pipelines. Additional Responsibilities - Rigorous analysis of escaped defects to determine corrective actions with depth of insight. - Communicate clearly via software architecture, embedded docs, or o11y. - Design and develop defensively to maintain or increase security going beyond OWASP and zero trust patterns. - Rigorous and proficient review and clear feedback on pull requests by team members. - Keep up with relevant technologies, techniques, tools, and patterns. - Ensure the software is as simple as possible, but not simpler. - Build software with people including product managers, other developers, SREs, junior engineers, senior engineers, and offshore. - Constantly address technical debt. - Participate in the planning of technical engineering and product roadmaps. - Plan, lead, or manage projects when called upon to do so while remaining hands on. Qualifications - 6-15+ years of experience designing and building frontend software applications. - Experience with secure coding standards and participation in systems security practices. - Ability to explain complex topics to managers/directors, program/product managers. - Strong Typescript/JavaScript/ECMAScript. - REACT (preferred), Angular, or other SPA frontend development tech stack. - Experience with heavy, complex frontend software. - Redux/Redux-Saga. - Browser APIs. - JS immutable data structures. - In depth REST, gRPC, graphQL, or other API experience. - Frontend test frameworks. - Concurrency and/or asynchronous operations. - Algorithm and combinatorial design and optimization. - Performance and memory profiling/optimization including binary/byte level techniques. - Javascript V8 Engine knowledge/experience. - C# .NET or Java Spring boot backend service experience. - Node JS. - Micro-frontends. - WebSockets or other push technologies like Signal R or long polling. - Browser Canvas. - Advanced HTTP protocol/Networking. - RDMS/database design and development experience PostgreSQL, SQL Server. - Docker, AKS/Kubernetes. - Distributed systems backend or P2P systems experience. Education - BS in Computer Science or equivalent work experience.

Role Description We’re hiring a Zendesk AI specialist to design and deploy Zendesk Advanced AI Agents and Zendesk Copilot capabilities that deflect incoming support tickets and enable automated resolutions end-to-end. You’ll identify high-impact use cases, implement agentic workflows, and partner with internal stakeholders (including Security) to scale AI automation safely and measurably. - Own delivery of Zendesk Advanced AI Agents / Zendesk Copilot initiatives from use case → build → test → rollout - Identify ticket deflection and automated resolution opportunities (L0/L1 style request types) and build a repeatable backlog of AI agents over time. - Configure and optimize AI experiences across channels (e.g., portal/chat/messaging) with a focus on measurable reduction in inbound volume and faster resolution - Enable “agentic” workflows that can interact with external systems (via API calls) to complete steps beyond knowledge-only answers. - Partner with Security / IT on governance: data flow documentation, access controls, risk review, and secure deployment patterns - Collaborate with Support Ops on intake and prioritization using existing AI intake / workflow patterns and documentation - Track and report AI impact (deflection rate, automated resolutions, accuracy/quality signals) and continuously tune agent performance. Qualifications - 3–5 years experience with Zendesk administration, automation, or platform enablement (or equivalent service tech platform experience). - Hands-on experience with Zendesk Advanced AI Agents and/or Zendesk Copilot features and functionality. - Experience identifying and implementing AI use cases for ticket deflection and automated resolution. - Working knowledge of integrating Zendesk AI/automation with other systems using APIs (or strong understanding of the end-to-end integration process). - Strong stakeholder communication skills (Support, Product/Eng, IT, Security). Requirements - Experience with Zendesk AI rollout constraints/requirements (themes, channel limitations, deployment considerations). - Familiarity with governance and security review practices for AI-enabled workflows. - Experience improving Zendesk deployment/change management maturity (sandbox → stage → prod). Benefits - Competitive compensation - Flexible workplace - Comprehensive benefits - Opportunities for professional growth

Role Description 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 day. Our “Win as One” mentality ensures that our team’s success is directly linked to Client, Shareholder and Employee Satisfaction. Summary: - The Corporate Controller’s Group is responsible for corporate accounting, the consolidation of financial results, the preparation and issuance of the Form 10-Q, Form 10-K and other filings with the SEC and establishing the Company’s accounting policies. - The experienced senior associate is a key member of the Corporate Controller’s Group and will have responsibilities for certain corporate accounting, consolidation and SEC reporting activities. Responsibilities: - Responsible for certain key Corporate Accounting areas, which could include complex areas such as Goodwill, CECL Reserves, Share-based Compensation and Earnings Per Share and Statement of Cash Flows, among others. - Assist in the monthly close process and consolidation of financial results to ensure results are prepared in accordance with US GAAP and the Company’s policies. - Perform and review analytical procedures to understand period‑over‑period fluctuations, key drivers, and trends, and communicate results to management. - Assist with the external reporting process including the preparation of various sections of Form 10-K, Form 10-Q, and other SEC filings, including preparing supporting documentation, performing tie-outs, reviewing XBRL tagging and reviewing disclosure requirements. - Perform accounting research and prepare memoranda for both recurring accounting matters and non-routine transactions, as needed. - Partner cross-functionally with Corporate Finance departments (FP&A, Tax, Treasury, Collections, etc.), external auditors, Internal Audit, IT and other key members of the Corporate Controller’s group and the operational accounting team to ensure alignment and high‑quality deliverables and drive improvements. - Identify opportunities for improvement in assigned areas. - Participate in special projects and ad-hoc requests as needed, such as impairment analysis, system implementations, and review and refresh of accounting policies. Qualifications - Bachelor’s Degree in Accounting. - Minimum 5-6 years of total related work experience, including experience at a public accounting firm (Big 4 firm experience required). - Knowledge of US GAAP required; CPA strongly preferred. - Excellent problem solving, communication, analytical, time management and project management skills required. - Ability to multi-task and manage shifting priorities and deadlines, with attention to detail and an ability to work both independently and in a team environment. - Strong technical accounting and analytical skills. - Proficiency in MS Office products – intermediate to advanced proficiency in MS Excel. - Prior SEC reporting experience preferred but not required. - Ability and aptitude to learning new software and systems instrumental to accounting, consolidation and financial reporting (BPC, SAP, OneStream, etc.). Requirements - 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 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 talentacquisition@dfinsolutions.com. Benefits - Enjoy competitive compensation. - Flexible workplace. - Comprehensive benefits. - Opportunities for professional growth.

Role Description We are seeking a Zendesk Solutions Analyst with strong business analysis skills to represent the Professional Services (PS) organization and drive how Zendesk supports PS intake and delivery workflows. This role serves as the primary Zendesk subject-matter expert for Professional Services, partnering with platform owners, IT, and business stakeholders. Zendesk is the core focus of this role. Exposure to adjacent systems (Salesforce, Certinia) is a plus but not required and can be learned on the job. The ideal candidate brings hands-on Zendesk configuration experience and the ability to translate business needs into scalable, well-governed solutions that align with enterprise standards. Responsibilities - Zendesk Configuration & Optimization - Serve as the Zendesk lead for Professional Services use cases - Configure and enhance workflows, including forms, fields, triggers, automations, SLAs, and reporting - Design solutions that support PS intake, triage, and delivery processes - Partner with platform owners to test and deploy changes in alignment with governance standards - Contribute to integrations using Zendesk APIs and apps as needed - Business Analysis & Process Design - Act as the primary business analyst for Professional Services Zendesk use cases - Gather and document requirements; translate them into clear system designs - Develop a strong understanding of PS workflows (intake → triage → execution) - Identify opportunities to improve efficiency, data quality, and user experience - Governance, Change & Security - Follow established systems governance, version control, and release management practices - Support change management activities, including impact analysis, testing, documentation, and user readiness - Ensure Zendesk changes adhere to security best practices, role-based access controls, and compliance standards - Maintain clear documentation for configurations, workflows, and process guidelines - Collaboration & Enablement - Partner cross-functionally with IT and platform owners - Serve as a trusted advisor to Professional Services stakeholders - Help ensure Zendesk changes are aligned with broader enterprise architecture and roadmap Qualifications - Strong hands-on experience with Zendesk administration and configuration - Experience building workflows using triggers, automations, forms, and reporting - Proven ability to gather requirements and translate business needs into system solutions - Experience supporting intake-driven or case management workflows - Understanding of change management and system governance practices - Strong communication and documentation skills Requirements - Preferred Certifications - Zendesk Support Administrator certification and/or Zendesk Support Developer certification - Nice to Have (Professional Experience) - Experience integrating Zendesk with Salesforce and/or Certinia - Familiarity with Professional Services or PSA tools - Experience working within shared platform ownership models What Success Looks Like - Zendesk effectively supports Professional Services workflows and intake - PS requirements are clearly translated into scalable, maintainable solutions - Stakeholders trust both the system and the process - Changes are delivered in a controlled, well-governed way - Continuous improvements drive better user experience and data quality

Role Description The Account Executive will grow Venue customer base by prospecting and developing relationships within target accounts such as investment banks, private equity firms, law firms, accounting advisors, and corporations. In this role, you will develop and execute a strategic territory plan to deliver maximum revenue potential and own the entire sales process from qualification to close. - Conduct daily prospecting and networking activities to develop strong relationships within target accounts. - Own the entire sales process from qualification to close. - Develop and execute strategic territory plan to deliver maximum revenue potential. - Establish a strong and consistent cadence of in-person meetings, organize networking events, and attend conferences to improve brand and client exposure to the Venue product. - Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers. - Develop a discipline in how you plan and prioritize your time and focus to provide the highest yield from a large set of accounts. - Collaborate/team-sell with financial print reps (GCMs) to leverage existing relationships and ensure that all appropriate Donnelley services are presented to target clients. - Work closely and collaborate with Product, Marketing, Service Delivery, Business Development, and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer. - Update Salesforce daily to track activity, client and product insights, account coverage, and sales pipeline. Qualifications - Bachelor's degree or equivalent experience required. - 3+ years of sales experience in B2B software/technology-enabled sales or 3-5 years of meaningful financial services industry experience. - Track record of navigating within large and mid-market organizations. - Ability to develop senior-level relationships quickly and effectively to build groundswell within a company. - Strong written, verbal, and formal presentation (online and group product demos) skills required. - Ability to effectively present solutions and overcome client objections. - Proven negotiation and closing skills with an ability to adjust approach in order to fit different buyer motivators. - Success within fast transactional sales cycles of exceeding sales quotas. - Savvy with social selling techniques and channels such as LinkedIn. - Ability to use insights and data-driven decisions in the sales process. - Familiarity and knowledge of M&A, IPOs, Corporate Governance & Corporate Finance. Requirements - 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 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 talentacquisition@dfinsolutions.com. Benefits - Enjoy competitive compensation. - Flexible workplace. - Comprehensive benefits. - Opportunities for professional growth.

Role Description We are seeking a Sales Operations Business Partner to support our sales organization. This role serves as a strategic advisor to sales leadership, driving operational efficiency, enabling data-driven decisions, and ensuring accurate forecasting and planning. The ideal candidate has a strong analytical background, excellent communication skills, and experience working in fast-paced SaaS environments. Responsibilities: - Sales Forecasting & Pipeline - Drive forecast accuracy across sales teams - Evaluate pipeline health, conversion trends, and deal risks - Highlight gaps and provide actionable recommendations - Revenue Planning - Build models for quotas, territories, and revenue forecasts - Run scenario analysis to guide strategic decisions - Identify growth and efficiency opportunities - Reporting & Analytics - Create dashboards to track KPIs and performance trends - Turn complex data into clear, actionable insights - Enable leadership with data-backed recommendations - Process & GTM Optimization - Streamline sales processes and implement scalable improvements - Partner cross-functionally to align go-to-market strategy - Drive operational efficiency across teams - Executive Communication - Deliver forecasts, business reviews, and strategic insights - Influence leadership through clear, concise storytelling - Support alignment on priorities and performance Qualifications - Experience: 5+ years in Sales Operations, Revenue Operations, or related analytical roles within SaaS. - Technical Skills: - Proficiency in CRM systems (Salesforce preferred). - Strong skills in data visualization tools (Tableau, Power BI) and planning platforms (Anaplan or similar). - Core Competencies: - Advanced analytical and financial modeling capabilities. - Excellent communication and presentation skills. - Ability to manage multiple priorities in a fast-paced environment. - Education: Bachelor’s degree in Business, Finance, Economics, or related field. Company Description 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 day. Our “Win as One” mentality ensures that our team’s success is directly linked to Client, Shareholder and Employee Satisfaction. - Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years - Built In Best Places to Work for six years - Committed to our employees’ total well-being - Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth

Role Description The Senior Executive Assistant provides proactive, high-quality administrative and operational support to senior leaders. This role is responsible for managing complex calendars, coordinating leadership meetings and events, and executing key administrative processes that enable efficient business operations. The position requires strong organizational skills, sound judgment, and the ability to manage multiple priorities in a fast-paced environment while maintaining confidentiality and professionalism. At this level, the Senior Executive Assistant operates with moderate independence, applying experience and established processes to deliver consistent, high-quality support. Responsibilities - Manage and prioritize executive calendars, ensuring alignment with business needs - Coordinate meetings across stakeholders, proactively resolving scheduling conflicts - Prepare agendas, meeting materials, and follow-ups - Serve as a key point of contact for administrative and scheduling inquiries - Plan and execute leadership meetings, offsites, and employee events - Coordinate logistics including travel, venues, catering, and communications - Support hiring processes through interview scheduling and candidate coordination - Handle financial administrative tasks (POs, expenses, accruals, vendor coordination) - Maintain communication channels, distribution lists, and organized systems - Provide cross-functional and ad hoc administrative support with a service-oriented mindset Qualifications - Demonstrated experience supporting senior leaders in an administrative or executive assistant capacity - Strong organizational skills with the ability to manage multiple priorities simultaneously - Excellent communication and interpersonal skills with a customer-service orientation - High level of discretion and ability to handle confidential information - Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and collaboration tools - Experience coordinating executive-level meetings, offsites, or corporate events (preferred) - Familiarity with procurement, expense reporting, and/or basic financial processes (preferred) - Experience supporting HR or cross-functional leadership teams (preferred) Benefits - Competitive compensation - Flexible workplace - Comprehensive benefits - Opportunities for professional growth

Role Description At DFIN, employees are encouraged to grow their skills and advance their careers while contributing their expertise. The Datacenter Service Owner plays a key role in maintaining and supporting the company’s datacenter, ensuring all infrastructure (servers, networking, power, and cooling systems) operates efficiently and reliably. This role involves hands-on technical support, troubleshooting issues, and maintaining an optimal environment for systems, while also identifying opportunities for improvement and driving enhancements across the datacenter. The position requires strong problem-solving, communication, and teamwork skills, as well as the ability to work under pressure and take ownership of issues from start to resolution. Responsibilities - Monitor and maintain the health of datacenter systems (servers, power, cooling, environment) - Troubleshoot and resolve server, network, and infrastructure issues - Install, configure, upgrade, and decommission datacenter hardware - Manage and track all datacenter assets and inventory - Perform maintenance, diagnostics, and hardware replacements - Collaborate with IT teams, engineers, and vendors to support operations - Ensure compliance through audits, documentation, and change management processes - Support improvements, planning, and emergency/after-hours datacenter needs Qualifications - 3+ years of datacenter or IT infrastructure experience - Bachelor’s degree in IT, Computer Science, or related field - Strong knowledge of servers, datacenter environments, and networking equipment - Experience installing, maintaining, and troubleshooting hardware - Strong problem-solving, technical support, and documentation skills - Good communication and teamwork abilities - Ability to stay current with evolving technologies - Ability to perform physical tasks: - Lift up to ~50 lbs occasionally - Stand frequently - Bend/reach as needed Preferred - Certifications (CompTIA, CCNA/CCNP, etc.) - Experience with Dell hardware - Understanding of LAN/WAN and networking protocols Company Description 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 day. Our “Win as One” mentality ensures that our team’s success is directly linked to Client, Shareholder and Employee Satisfaction. Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years, we are committed to our 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.