Disclosure Account Executive

Position: Active Disclosure 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 day. Our “Win as One” mentality ensures that our team’s success is directly linked to Client, Shareholder and Employee  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 America’s 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:

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 life cycles. 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.

DFIN Active Disclosure is a financial reporting solution specifically designed for companies that rely on the Microsoft Office productivity suite to draft, collaborate and finalize SEC disclosures. Active Disclosure helps streamline content creation, review and distribution improving efficiency, governance and the overall quality of all financial reports. The Active Disclosure Salesperson at DFIN is a member of the sales delivery team for the Active Disclosure 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 Active Disclosure 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 Active Disclosure 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.Experience tracking a sales…