A leading provider of risk and compliance solutions, DFIN - Donnelley Financial Solutions offers data insights, industry expertise, and insightful technology to
Active Disclosure Account Manager
Location
Worldwide
Posted
11 days ago
Salary
0
Seniority
Lead
Job Description
Active Disclosure Account Manager
DFIN - Donnelley Financial Solutions
Title: Active Disclosure Account Manager Location: US Department: Sales Job 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. Summary: DFIN ActiveDisclosure℠ 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: · 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 Salesforce.com, 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 Qualifications: · 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 (Salesforce.com 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. 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. 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.
Related Guides
Related Job Pages
More Account Manager Jobs
Programmatic Account Manager
YahooYahoo! is a global media and technology company on a mission to connect people to their passions through trusted products, content, and tech. Having previously offered remote, free
Title: Programmatic Account Manager Location: US - Remote Job Description: Full time job requisition id JR0027181 Yahoo serves as a trusted guide for hundreds of millions of people globally, helping them achieve their goals online through our portfolio of iconic products. For advertisers, Yahoo Advertising offers omnichannel solutions and powerful data to engage with our brands and deliver results. A Little About Us: The Supply Partnerships team is responsible for ensuring a competitive and differentiated supply position for Yahoo’s demand side platform (DSP). The team manages Yahoo’s partnerships with premium publishers and supply platforms (SSPs and Exchanges) globally and develops, manages and enables supply solutions. Beyond these day-to-day responsibilities, the team must keep abreast of the marketplace in terms of emerging ad formats (e.g. Advanced TV, digital out of home, Audio) and partners to ensure that supply access is never a blocker for our advertisers. Role Overview: We are seeking a skilled and motivated Programmatic Account Manager to join our dynamic team. The Publisher Account Manager will play a critical role in managing and growing Yahoo DSP's publisher and SSP partnerships. This role requires a deep understanding of programmatic advertising and a strong aptitude for working with data to drive strategic decisions. The successful candidate will be responsible for optimizing publisher inventory performance, collaborating with sales, troubleshooting campaigns and leveraging data-driven strategies to optimize performance and achieve business objectives. What You’ll Do - Work collaboratively with other internal teams, including but not limited to Sales, Merchandising, Ad Operations, Finance & Billing. - Leverage company dashboards and apply AI-assisted data analysis to optimize SSP and publisher performance, uncover systemic issues, and measure results across multiple accounts. - Identify and implement AI-driven efficiencies in day-to-day publisher management, replacing repetitive reporting tasks with automated or AI-augmented workflows. - Support internal Sales inquiries related to supply enablement and activation. - Partner with stakeholders to identify, evangelize and implement emerging programmatic supply opportunities - Own the training plan for onboarding new publishers to Yahoo Backstage and assist with publisher inquiries pertaining to setup and optimization. - Assist with testing new creative formats and connections as well as documenting best practices and activation guides. - Analyze campaign performance data, identify trends, and make data-driven optimizations to meet or exceed key performance indicators (KPIs) - Stay up-to-date with industry trends, programmatic technologies, and best practices. What You’ll Bring: - Bachelor’s Degree from a four-year university (preferred but not required) - 3-5 years experience in a large media, technology, agency, consulting, or financial services company. - Effective time management skills – ability to prioritize and meet deadlines - Knowledge of various DSPs/SSP's and other programmatic advertising platforms preferred. - Excellent troubleshooting, analytical, and problem-solving abilities, including experience evaluating and validating AI-generated data outputs for accuracy. - Proficiency in Excel and Google Docs, with a commitment to using AI-augmentation (e.g., Gemini) to build insights and strategy recommendations from large data sets. - A growth mindset and openness to experimentation with new AI tools and automated processes. - Any additional experience in digital marketing, publisher development or client-facing experience is a plus The material job duties and responsibilities of this role include those listed above as well as adhering to Yahoo policies; exercising sound judgment; working effectively, safely and inclusively with others; exhibiting trustworthiness and meeting expectations; and safeguarding business operations and brand integrity. At Yahoo, we offer flexible hybrid work options that our employees love! While most roles don’t require regular office attendance, you may occasionally be asked to attend in-person events or team sessions. You’ll always get notice to make arrangements. Your recruiter will let you know if a specific job requires regular attendance at a Yahoo office or facility. If you have any questions about how this applies to the role, just ask the recruiter! Yahoo is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to, and will not be discriminated against based on age, race, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other protected category. Yahoo will consider for employment qualified applicants with criminal histories in a manner consistent with applicable law. Yahoo is dedicated to providing an accessible environment for all candidates during the application process and for employees during their employment. We believe that a diverse and inclusive workplace strengthens Yahoo and deepens our relationships. When you support everyone to be their best selves, they spark discovery, innovation and creativity. Among other efforts, our 11 employee resource groups (ERGs) enhance a culture of belonging with programs, events and fellowship that help educate, support and create a workplace where all feel welcome. The compensation for this position ranges from $91,500.00 - $190,625.00/yr and will vary depending on factors such as your location, skills and experience.The compensation package may also include incentive compensation opportunities in the form of discretionary annual bonus or commissions. Our comprehensive benefits include healthcare, a great 401k, backup childcare, education stipends and much (much) more.
Institutional Relationship Manager – VIP
OKXDiscover the future of investing, built on top of the world’s most trusted crypto trading app, and web3 platform.
• Proactively identify and develop high-value institutional clients with significant asset scale and trading potential, including professional investment firms, asset management companies, quantitative trading teams, and family offices. • Build a consistent client pipeline through industry events, peer referrals, and in-person visits, and drive partnerships to closure efficiently. • Develop a thorough understanding of each client's trading strategy, capital structure, and product needs, and deliver tailored service solutions accordingly. • Maintain regular and in-depth engagement with clients, foster long-term trust-based relationships, and continuously drive growth in assets under management, trading activity, and platform stickiness. • Take full ownership of key performance metrics for your client portfolio, including AUM, trading volume, and revenue contribution. • Consistently meet monthly and quarterly targets for asset onboarding and business activation, and optimize client value output over time. • Develop deep expertise across the platform's full product suite — including spot, derivatives, structured products, and institution-exclusive services — and provide tailored product recommendations based on each client's investment strategy and business objectives, helping clients optimize returns or achieve risk management goals. • Gather and synthesize institutional client pain points and customization requests. Coordinate with internal teams across product, risk, compliance, and operations to deliver bespoke solutions for key clients. • Stay current on institutional crypto market trends and competitor service strategies.
Senior Account Manager
Liberty Diversified InternationalAs a portfolio management firm, Liberty Diversified International is made up of several companies that compete in multiple markets, including building products, paper and packaging
Title: Senior Account Manager - Northeast US Location: Golden Valley, MN, United States Business Unit: Liberty Plastics Remote Type: Remote Job Description: As a Senior Account Manager - Northeast US with Liberty Plastics, you will be dedicated to growing market share of our Custom’s Division of business with nearly a 40-year-old corrugated plastics product offering and boasting a solid reputation that evolves and grows through our ongoing innovation. You will manage a defined territory of distribution and direct-to-consumer clients while driving new sales and market opportunities. Your primary focus will be a split performance expectation of 70% “hunting” new opportunities and customers, while 30% will be “maintaining” an existing client book of business. Liberty Plastics is a leader in the manufacturing of Wave-Core™ corrugated plastic and products for a variety of industries and customers. This full-time position reports directly to the National Sales Manager at our Liberty Plastics division located in New Hope, Minnesota. DUTIES AND RESPONSIBILITIES - Define and execute strategic sales plans and actions to achieve annual sales and profit metrics for the assigned territory that align with the Custom’s Division of Liberty Plastics for new and existing accounts - Manage a network of distribution partners and direct-to-consumer customers with frequent meetings, follow-ups, strategic pricing and supply programs and frequent product updates. - Drive market growth through distribution development plans and strategies for the Custom’s division of Liberty Plastics - Prepare and deliver bi-weekly performance reports and action plans to maintain and fill the opportunity pipeline and drive sales growth - Serve as a product knowledge resource for customers, independent sales representatives and the internal engineering and marketing teams - Forecast and plan monthly and annual account goals, including, but not limited to, financial and operational performance goals, planned purchasing agreements and market sales potential - Manage and maintain a budget of sales activities and initiatives such as tradeshows, travel expenses and cost of acquisition relevant to sales activities in the defined area - Identify key new placement opportunities in distribution and other key market channels - Define new business objectives that align with Liberty Plastics annual growth objectives that foster a “Hunting” vs. “Maintaining” sales approach - Manage territory pricing programs with existing and new distribution partners and direct-to-consumer products - Identify market and sales opportunities that align with Liberty Plastics’ core product offering and services - Team with product development and engineering to create a “pull-through” strategy for new opportunities leading to a timely close - Provide relevant market updates to management such as trends or anticipated changes that may change current or fiscal budgeting - Other duties, as assigned REQUIRED EDUCATION, EXPERIENCE AND SKILLS - Bachelor's degree or equivalent experience of 5+ years relevant experience in direct business or consumer sales - A proven “hunter” mentality and a history of identifying new opportunities and driving them to a successful close or conclusion - Excellent communication skills and the ability to interface effectively with senior management, sales, plant, and corporate team members - Exceptional judgment and creative problem-solving skills, including negotiation and conflict resolution skills - Experience in sales pipeline management and project management - Ability to prioritize tasks based on strategy in an ever-changing - Ability to work independently and organize workload into items such as sales plans, budgets, and relevant accountability methods - Meticulous and organized - Creative thinking and problem-solving skills - Ability to travel up to 60% of the time or more as needs require to visit key customers, prospects, and attend relevant trade shows and events - Requires in-depth knowledge and experience; uses best practices and knowledge to improve products or services - Solves complex problems; takes a new perspective using existing solutions - Frequently requires logical and analytical reasoning skills, seasoned judgment, creativity, and ingenuity - Independent decisions typically have financial, operational, legal, or image impact - Receives minimal guidance; works independently to achieve goals, providing expert recommendations to management - Acts as a resource for colleagues with less experience PREFERRED EDUCATION, EXPERIENCE AND SKILLS - Relevant experience in the plastics industry or an adjacent market - Continuous improvement mindset and demonstrated skills in facilitating process and cultural changes - Comfortable navigating through ambiguity and managing multiple priorities - Able to think strategically to drive growth and create big picture plans - Works well as a team player, who can positively and productively impact both strategic and tactical initiatives, and as an individual contributor - Results-oriented to ensure deliverables are submitted in an accurate, complete, and timely fashion - Desire for continuous learning and naturally inquisitive - Ability to work in the details and keep big picture prospective - Knack for systems and ability to design linear processes COMPENSATION & BENEFITS The starting base salary range for this position is $90,000 - $105,000 per year plus eligibility in annual bonus program. The compensation posted is the anticipated pay for the position at the time of the posting. We may pay above or below posted amount based on several factors, including, but not limited to education and/or certifications, skills, experience, or work location. Some positions may qualify for additional compensation in the form of bonuses or deferred compensation options. At LDI, we are pleased to provide employees with a comprehensive benefits package including health/dental/vision insurance options; paid time off; 10 paid holidays; 401(k) plus company matching and annual discretionary profit sharing; flexible spending and health savings account options; life and disability insurance; tuition assistance; wellness and mental health resources, and financial advising services. Eligibility in benefit programs is based on hours worked per week. PHYSICAL REQUIREMENTS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Regular sitting, standing, and walking throughout the day to accomplish tasks - Manual and finger dexterity used regularly with some repetitive finger motions - Ability to work in front of a computer screen for long periods of time - Specific vision abilities include close and distance vision; able to identify colors, small letters, and numbers; hand/eye coordination, depth perception and able to adjust focus - Hearing and speaking - Other conditions may include frequent reaching, stretching, pushing, pulling, pinching, grasping, and gripping. ABOUT OUR COMPANY Comprised of multiple companies with headquarters in New Hope, Minnesota, Liberty Diversified International (LDI) is a privately held company employing more than 1,900 individuals across our manufacturing facilities, production facilities and core business operations in Minnesota, Iowa, Nebraska, Illinois, Mississippi, Texas, Arizona, Virginia, California, and Mexico. With deep roots in the corrugated box manufacturing industry, we operate in the core markets of paper, packaging, workplace products, corrugated plastics and building products. Since 1918, our values – Caring, Innovation, Trust and Excellence – have guided our day-to-day activities. We believe that when our employees are aligned with these values, we create superior service and solutions for our customers. The LDI family of companies includes Liberty Packaging, Liberty Paper, Liberty Plastics (Custom Solutions and Quarrix Building Products) and Safco.
• Partner with customers to secure their entire digital experience • Connect customers with a solution for every stage of threat prevention • Drive and orchestrate large complex sales cycles • Identify business challenges and create solutions • Understand the competitive landscape and customer needs • Create clear goals and complete accurate forecasting • Cultivate relationships with channel partners • Travel as necessary within your territory and to company-wide meetings.



