Toppan Merrill

• Elicit, develop, and review business requirements to clearly define business needs and solution scope • Document and refine requirements into detailed functional specifications without prescribing technical solutions • Facilitate technical review sessions to ensure requirements are clear, testable, and aligned with solution design • Support the end-to-end development of lifecycles, including coordination of builds, QA validation, and production deployment (including vendor solutions) • Partner with Project and Release Management to plan, sequence, and coordinate development activities • Define system scope and objectives based on user needs and a strong understanding of business processes, systems, and industry standards • Develop evaluation criteria for applications, products, and tools, and take ownership of requirements for complex initiatives • Conduct comparative analysis to evaluate solution options and recommend optimal IT approaches • Provide consulting and advisory support to business stakeholders, driving process improvements and aligning business and technology outcomes • Support design, build, and testing phases for large-scale projects and enhancements

Role Description Our growing product organization is looking for a Senior Product Manager who thrives at the intersection of platform strategy, cost efficiency, and client experience in regulated industries. We support enterprise clients in financial services and healthcare with complex, compliance-heavy composition and communication workflows. You will lead a structured evaluation of our composition landscape, make a clear build vs. buy vs. enhance recommendation, and own the execution of that strategy. This is a high-visibility role with executive sponsorship and real financial impact. You will report directly to the Director of Product Management. What You'll Own - Platform Assessment & Rationalization - Evaluate in-house composition and document generation platforms alongside our current vendor CCM solution. - Map capabilities, technical debt, integration complexity, and total cost of ownership across all systems. - Identify gaps, redundancies, and consolidation opportunities across client segments. - Build vs. Buy vs. Enhance Recommendation - Develop a financial model comparing continued vendor investment against internal platform development or enhancement. - Define a clear target-state architecture for CCM capability. - Build the business case and deliver a recommendation with executive alignment. - CCM Implementation & Roadmap - Translate the approved strategy into a phased, prioritized roadmap. - Own delivery milestones working cross-functionally with engineering, architecture, compliance, and client teams. - Define success metrics tied to cost efficiency, scalability, and client experience. - Domain-Led Product Strategy - Bring strong understanding of the retirement and financial services ecosystem including plan sponsors, recordkeepers, and regulatory requirements. - Ensure solutions support dynamic composition, personalization, and compliance-heavy content workflows. - Stay close to enterprise client needs throughout evaluation and implementation. - Cross-Functional & Stakeholder Leadership - Partner with enterprise clients to understand composition workflows, compliance requirements, and future state needs. - Work with engineering and architecture to validate feasibility and risk. - Influence senior stakeholders and drive alignment across product, engineering, and business teams. Qualifications - 8 to 10+ years in product management, product strategy, or platform leadership. - Proven experience evaluating or rationalizing vendor solutions, with demonstrated cost and efficiency outcomes. - Strong understanding of composition, document generation, CCM, or omnichannel delivery platforms. - Experience in retirement, defined contribution, insurance, or wealth management. - Track record working in highly regulated environments with compliance-heavy content workflows. - Ability to build financial models and present strategic recommendations to senior leadership. Preferred Experience - Hands-on experience with CCM or dynamic composition platforms. - Exposure to recordkeeping systems, plan administration, or participant communications. - Experience supporting large enterprise clients through platform transitions. - Familiarity with AI-driven automation in content generation or QA workflows. - Experience advising or influencing product teams without formal management authority. Key Traits - A systems thinker who can evaluate a platform landscape at a strategic level and still engage at the capability level. - Financially literate and comfortable owning a cost-efficiency mandate, not just a feature roadmap. - Strong analytical mindset with the ability to assess tradeoffs and make a clear recommendation even under ambiguity. - A confident communicator with executive presence who can drive alignment across teams with competing priorities. - Comfortable working in legacy environments where the path forward requires investigation, not just execution. What Success Looks Like You have built a clear view of our composition platform landscape, delivered a recommendation the organization can act on with confidence, and are leading execution with measurable impact on cost efficiency and client experience. Why You'll Love This Role - You will own a problem that has a real dollar figure attached to it, along with the authority to solve it. - You will work across two of the most regulated industries in the world, financial services and healthcare, where the stakes for getting communications right are real and the work has direct impact on end clients. - You will have the backing of a mission-driven organization that has served regulated markets for decades, with the infrastructure, client relationships, and institutional knowledge to support what you are building. Compensation & Benefits We understand that your skills deserve recognition. That is why we offer a competitive base pay scale ranging from $140,000 to $175,000 CAN, based on experience and expertise. Toppan Merrill also offers an annual company performance-based incentive in addition to base pay. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location. - Enhanced Medical, Dental, Vision and Life insurance for employees and dependents. - Employer Contribution to retirement plan. - Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays. - Paid parental leave. - Paid community involvement/volunteer days. - Wellness Resources and Employee Assistance Programming.

• Elicit, develop, and review business requirements to clearly define business needs and solution scope • Document and refine requirements into detailed functional specifications without prescribing technical solutions • Facilitate technical review sessions to ensure requirements are clear, testable, and aligned with solution design • Support the end-to-end development of lifecycles, including coordination of builds, QA validation, and production deployment (including vendor solutions) • Partner with Project and Release Management to plan, sequence, and coordinate development activities • Define system scope and objectives based on user needs and a strong understanding of business processes, systems, and industry standards • Develop evaluation criteria for applications, products, and tools, and take ownership of requirements for complex initiatives • Conduct comparative analysis to evaluate solution options and recommend optimal IT approaches • Provide consulting and advisory support to business stakeholders, driving process improvements and aligning business and technology outcomes • Support design, build, and testing phases for large-scale projects and enhancements

• Proactively identify new business leads via client networking opportunities • Identify, prospect, and develop client decision makers and influencers within target market • Create and manage a strategic account and territory plan for your area of responsibility, outlining specific areas of focus, tasks and activities • Participate and execute on new business sales campaigns • Identify, negotiate and close cross selling opportunities with sales experts in other teams • Present a value based selling approach with Toppan Merrill clients and be able to offer solution advice based around multiple use cases. • Demonstrate a consultative selling style and work in partnership with Toppan Merrill clients to provide a solution suited to solve for their business challenges • Conduct professional client presentations across multiple products and capabilities, specifically tailored to the audience • Actively participate in marketing event planning with a view to maximize opportunities within your specific territory, and defining which marketing support you need • Must have a strong teamwork ethic that is demonstrated by your actions and inclusive approach to selling • Provide clear market feedback to the senior team at Toppan Merrill to ensure we remain in touch with market sentiment • Receive and manage client feedback • Ensure all paperwork, contracts and reporting requirements are met whilst ensuring you maximize revenue opportunities

• Perform data manipulation and table loading using Microsoft SQL Server RDBMS. • Write SQL scripts to promote implementation data between different application instances and manipulate data in batch. • Utilize Adobe Creative Suite to create, modify, install, and test graphic elements essential to the implementation. • Capture position and styling data for system entry using Adobe Creative Suite. • Perform prescribed testing on work. • Collaborate with Development teams to perform quality control tasks, including setting up test cases, unit testing, and batch job processing related to customer implementation or specific software releases. • Ensure successful delivery of tasks related to the implementation of client projects on the Orindi software platform. • Communicate project updates and issues with team members; must have excellent verbal and written communication skills. • Receive work direction from Resource Manager or Implementation Project Manager on project design specifications. • Work with customers to ensure implementations meet their needs. • Assist in onboarding new team members through written documentation and verbal coaching. • Write, review, and update process and procedure documents used by the team. • Maintain time logs for projects and update software accordingly.

• Prepare XBRL formatted financial documents for regulatory filings and stakeholder communications • Provide unmatched expertise and market knowledge to clients while staying ahead of changing regulations • Conduct training and support sessions for client teams who utilize proprietary software solution • Provide guidance and technical consultation to clients on XBRL mapping and tagging of their financial disclosures using US GAAP, IFRS or ESMA taxonomies • Produce and prepare XBRL-formatted financial statements for client companies • Manage workflow, communication, and timelines on multiple, concurrent projects • Collaborate with other professional service teams to ensure success of the client project • Continuous learning and keeping up to date with regulatory changes affecting financial disclosure requirements • Other interesting and ad hoc assignments as required

• Design, develop, modify, and support ERP applications on the IBM i (AS/400 / iSeries / Power Systems) platform • Translate functional and non-functional business requirements into clear technical and system designs • Operate autonomously as a strong individual contributor while collaborating effectively within a team • Implement new features, resolve defects, and enhance performance of existing applications • Support end-to-end ERP business processes with a focus on reliability, data integrity, and compliance • Provide production support, issue investigation, root-cause analysis, and remediation • Participate in technical design discussions, sprint planning, estimation, and backlog refinement • Adhere to the Toppan Merrill Project Life Cycle, development methodologies, ITIL, ISO standards, and IT controls • Ensure best practices for coding, testing, system acceptance, change control, and security • Conduct code reviews, follow established patterns and standards, and contribute to long-term platform health • Leverage new technologies and practices to modernize legacy components and improve delivery efficiency • Communicate proactively regarding timelines, risks, and changes to ensure alignment and transparency • Collaborate in a global delivery environment, partnering with distributed teams as needed

Sales Enablement Specialist-Hybrid New York, NY 1325 Ave of Americas (USA) Work From Home, USA-MN St. Paul, MN (USA) Work From Home, USA-NY Work From Home, USA-NJ Full time R35418 Job Description: Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets. We believe in high-trust collaboration and value each person's unique skills, perspectives and experiences. Our success is driven by our world-class global teams and culture. About the Role: The Sales Enablement Specialist at Toppan Merrill is responsible for creating, administering, and optimizing adoption of Sales related Enablement & Learning programs across our enterprise sales organization. You'll partner closely with sales leadership to design and develop our internal sales onboarding program and lead ongoing enablement and education for our sales team. What You'll Do: - Facilitate Instructor led courses both virtual and live. - Continuously seek methods and means to help increase sales revenue, productivity, and effectiveness. - Stay current on, and present, Sales Enablement Best Practices adopted by other similar firms. - Maintain Sales learning curriculum. - Sales Onboarding responsibilities including program build, content creation, platform licensing, manage and maintain courses in our Learning Management System (LMS), drive adoption of content and process. - Interact with Marketing and Product for solution updates, releases, or new service lines. - Work with Marketing, Service and Product to ensure the proper training requirements are met and that our sellers have the education and assets available to support their go-to-market strategies. - Create programs and tools designed to grow capacity and drive revenue for sales. - Measure to ensure the success of programs relative to driving behavior and revenue results. - Maintain content repository for all sales materials. - Assist with subscription-based purchase orders, vendor relationships and contracts as needed. About You: - Experience with building and executing sales onboarding and training programs. - Experience managing adoption, content, and programs within a Learning Management System (LMS). - Experience with content development for sales training – including but not limited to Scorm compliant courses, MS Office products, and ILT’s. - Ability to drive and act as an internal change agent while working with cross-functional teams. - Strong project management and organizational skills, ability to multi-task. - Excellent written and oral communications skills. - Willing to travel up to 30% to conduct in-person training. Qualifications and Experience: - Bachelor’s Degree or equivalent work experience. - 5+ years of experience in the Sales or Sales Enablement domain. - 5+ years B2C sales and/or sales training & enablement experience in a rapidly paced, multi-national organization. Why You Should Work Here: - The ability to work in an environment that encourages creativity and fresh ideas. - The ability to be on the leading edge of SaaS driven technology solutions for regulatory disclosure requirements. - The opportunity to join a well-established and growing company that has just completed another successful year. We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $90-125k annually, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location. Toppan Merrill strives to provide our employees and loved ones with competitive benefits including: - Enhanced Medical, Dental, Vision and Life insurance for employees and dependents - Employer Contribution to 401K - Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays. - Paid parental leave - Paid community involvement/volunteer days - Wellness Resources and Employee Assistance Programming

Job Description: Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets. We believe in high-trust collaboration and value each person's unique skills, perspectives and experiences. Our success is driven by our world-class global teams and culture. Learn more at https://www.toppanmerrill.com/careers/. About Toppan Merrill About the Opportunity: The Principal Product Manager is a senior strategic leader within the Corporate Compliance Solutions and Financial Reporting product organization. This role shapes product strategy, operating practices, and team performance, delivering measurable in-market impact while helping scale our SaaS product business. Key Responsibilities: - Lead and develop multiple Product Owners or team leads through coaching, mentoring, hiring, and onboarding. - Set consistent performance expectations and development plans across product teams. - Oversee execution across multiple product areas, improving delivery predictability and operating practices. - Align roadmaps and coordinate initiatives across product, platform, and shared teams. - Drive outcomes across geographies and matrixed teams, resolving dependencies and conflicts through influence, data, and negotiation. - Communicate effectively and asynchronously with global stakeholders to secure alignment and reduce delivery bottlenecks. - Define and communicate the long-term vision and strategy for the SaaS platform. - Conduct market research, competitive analysis, and customer discovery to prioritize enhancements and new features. - Own and maintain the product roadmap, balancing business goals, technical feasibility, and market trends. - Translate strategy into prioritized milestones, features, and releases. - Partner with engineering to estimate effort, plan sprints, and deliver releases. - Write and prioritize user stories, define acceptance criteria, and guide development execution. - Collaborate closely with UX/UI to deliver intuitive, user-centered experiences, lead usability testing and iteration. - Engage cross-functional partners (executives, sales, marketing, customer support) to align priorities and requirements. - Communicate product plans, progress, and outcomes with transparency. - Lead successful product launches and monitor usage, feedback, and metrics to drive continuous optimization. About You: - Bachelor’s degree required or equivalent experience - MBA or advanced technical degree preferred - 10+ years of product leadership experience delivering mission-critical software in an Agile environment - Experience with XBRL and/or SEC compliance products preferred - Proven success in customer development, product definition, feature scoping, and tradeoff management - Experience with cloud technologies (IaaS, PaaS, SaaS; public, private, or multi-cloud) a strong plus - Excellent organizational, communication, and presentation skills - Ability to collaborate effectively with engineering, sales, and cross-functional teams - Adaptable, results-driven leader and hands-on contributor We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $170,000 -$205,000 annually, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location. Toppan Merrill strives to provide our employees and loved ones with competitive benefits including: - Enhanced Medical, Dental, Vision and Life insurance for employees and dependents - Employer Contribution to 401K - Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays. - Paid parental leave - Paid community involvement/volunteer days - Wellness Resources and Employee Assistance Programming Toppan Merrill is an equal opportunity/affirmative action employer. Qualified individuals, including qualified women, minorities, individuals with disabilities and veterans, are encouraged to apply.

• Prepare accurate and strategic pricing estimates for new projects and ongoing client work, aligned with client specifications, turnaround requirements, and profitability targets. • Prepare clear, detailed client estimates and pricing documentation; partner with Sales on quote requests, RFPs, and RFQs. • Create pro forma pricing models for large programs, new products, new clients, and strategic opportunities. • Review historical pricing and production data to establish expected price points and margin performance for repeat work. • Compare transaction line items against client pricing grids, estimates, and project notes to ensure all billable work is captured correctly. • Review and validate invoices to ensure pricing accuracy, logical sequencing of chargeable events, correct specifications, and compliance with client agreements. • Review print vendor invoices, analyze production costs, and calculate appropriate sell pricing. • Identify opportunities to optimize profitability through pricing strategies, margin improvement, and pricing discipline. • Maintain and manage client pricing grids, ensuring accuracy and implementation of approved price increases. • Conduct post-audit pricing reviews to validate that pricing strategies are delivering expected financial results. • Partner with Sales and Finance to resolve invoice questions, disputes, and adjustments as needed. • Serve as a pricing liaison between Sales, Operations, and Finance to balance revenue growth, production utilization, and profitability. • Monitor project life cycles to ensure timely closure and accurate revenue recognition and accruals. • Compile and analyze competitor pricing and market trends to support pricing decisions. • May involve preparing client reporting, including budget support, accruals, forecasting, and ad hoc analysis.