Support team with client-facing and administrative duties, engage with clients at events, and identify relationships with investment bankers. Achieve KPIs through sales activities and manage CRM information.
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:
Supports a designated team generally with both client-facing and administrative duties. Engages with clients at social events such as sporting events, meals, and concerts. Identifies and establishes relationships with investment bankers through prospecting and marketing leads. Meets or exceeds set Key Performance Indicators (KPI's).
Responsibilities:
Qualifications:
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 w ith 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 [email protected] .
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 you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
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:
Supports a designated team generally with both client-facing and administrative duties. Engages with clients at social events such as sporting events, meals, and concerts. Identifies and establishes relationships with investment bankers through prospecting and marketing leads. Meets or exceeds set Key Performance Indicators (KPI's).
Responsibilities:
- Support your designated team generally with both client facing and administrative duties.
- Identify and establish relationships with investment bankers through prospecting and marketing leads for new accounts and expansion of contacts within existing accounts.
- Meet or exceed set Key Performance Indicators (KPI's), for example on number of calls and meetings and other sales based activities.
- Identifies the need for, and collects, information to better understand client issues and problems.
- Uses LinkedIn Sales Navigator to locate new Advisory professionals and builds on these contacts to create business relationships.
- Deliver the DFIN value proposition in the field, phone meetings and WebEx. Employs value based conversations to arrive at a highly differentiated solution.
- Engages customers in "unscripted" dialogue that focuses on addressing the customer's problems.
- Articulates the value DFIN solutions can solve, leveraging the strength of the DFIN brand, scale, and market position to place DFIN at a competitive advantage.
- Build and maintain strong sales pipeline and forecast, through discovery calls and meetings.
- Manage all information in our Salesforce.com CRM system related to the account(s).
Qualifications:
- Bachelor's degree or equivalent experience required.
- 6 to 24 months of general business experience.
- Professional and personal presentation skills.
- Demonstrate personal confidence and resilience.
- Passion and desire to build a career in sales.
- Good levels of responsiveness and customer awareness.
- Good personal organization and discipline. Good follow-through.
- Quick learner and demonstrate a willingness to learn from others.
- Can articulate ideas and arguments clearly and concisely. Able to communicate clearly.
- Comfortable working in a team environment. Maintain a positive attitude.
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 w ith 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 [email protected] .
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 you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
Top Skills
Linkedin Sales Navigator
Salesforce
Similar Jobs at DFIN
Fintech • Software
The Venue Account Executive will drive growth by building relationships with target accounts, managing the full sales cycle, and optimizing revenue potential through strategic planning and collaboration with teams.
Top Skills:
B2B SoftwareFinancial ServicesSalesforce
Fintech • Software
The Deal Desk & Contracts Analyst will facilitate contract processes, ensuring compliance and accuracy while supporting Sales, Legal, and Finance teams.
Top Skills:
ClmCRMExcel
Fintech • Software
Design, build, and maintain resilient full-stack services for distributed financial SaaS systems. Lead end-to-end projects, optimize performance, ensure security and observability, mentor teams, and reduce technical debt.
Top Skills:
AngularAWSAzureAzure Service BusBuild/Deployment PipelinesC#GCPIacJavaScriptNode.jsObservabilityPostgresRabbitMQReactRest ApiSQL ServerTerraformTypescriptWebsockets
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center

