Responsible for conducting outbound sales calls, managing customer interactions, and identifying sales opportunities while collaborating with marketing teams.
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 that rely on the Microsoft Office® productivity suite 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.
Responsibilities:
• Conduct outbound sales calls to potential customers and follow up on leads provided by marketing campaigns. • Develops sales opportunities by researching and identifying potential accounts, soliciting new account, building rapport, via outreach / outbound campaigns • Initiate and manage sales conversations with prospects and potential customers via phone, email, and other communication channels. • Assesses competitors by analyzing and summarizing competitor information and trends and identifying sales opportunities. • Develops accounts by checking customer's buying history, suggesting related and new items, and explaining technical features. • Identify customer needs and preferences through effective questioning and active listening. • Acquire good product knowledge to address questions during the introductory calls to overcome objections of prospective customers. • Qualify prospects based on established criteria and gather critical sales information. • Ability to understand sales processes and route qualified opportunities to the appropriate sales leads for further development and closure • Continuously log activities, update records, and enter sales intelligence into CRM, Outreach, Gong. • Collaborate with the ADAE team and marketing teams to continuously improve demand generation processes and best practices.
Qualifications:
• Comfortable making cold calls and talking to new people all day; ability to make 50 to 80 calls per day, with additional touchpoints by email • Knowledge of common office software. Experience with a CRM (Customer Relationship Management) system is necessary for day-to-day operations. • Persuasive and goal-oriented. • Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers • Self-motivated and driven to succeed in a competitive sales environment. • Highly team selling oriented- must be able to accept and contribute new ideas. • Tenacity to handle rejection and continue on with a positive attitude when reaching next potential client • Strong organizational skills and time management with ability to multitask, prioritize etc. • 2+ years of SEC and regulatory expertise/experience preferable. • Working knowledge of the IPO, compliance, and transaction market disclosure process preferable. • Possesses an energetic, outgoing, and friendly demeanor
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:
DFIN ActiveDisclosure℠ is a financial reporting solution specifically designed for companies that rely on the Microsoft Office® productivity suite 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.
Responsibilities:
• Conduct outbound sales calls to potential customers and follow up on leads provided by marketing campaigns. • Develops sales opportunities by researching and identifying potential accounts, soliciting new account, building rapport, via outreach / outbound campaigns • Initiate and manage sales conversations with prospects and potential customers via phone, email, and other communication channels. • Assesses competitors by analyzing and summarizing competitor information and trends and identifying sales opportunities. • Develops accounts by checking customer's buying history, suggesting related and new items, and explaining technical features. • Identify customer needs and preferences through effective questioning and active listening. • Acquire good product knowledge to address questions during the introductory calls to overcome objections of prospective customers. • Qualify prospects based on established criteria and gather critical sales information. • Ability to understand sales processes and route qualified opportunities to the appropriate sales leads for further development and closure • Continuously log activities, update records, and enter sales intelligence into CRM, Outreach, Gong. • Collaborate with the ADAE team and marketing teams to continuously improve demand generation processes and best practices.
Qualifications:
• Comfortable making cold calls and talking to new people all day; ability to make 50 to 80 calls per day, with additional touchpoints by email • Knowledge of common office software. Experience with a CRM (Customer Relationship Management) system is necessary for day-to-day operations. • Persuasive and goal-oriented. • Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers • Self-motivated and driven to succeed in a competitive sales environment. • Highly team selling oriented- must be able to accept and contribute new ideas. • Tenacity to handle rejection and continue on with a positive attitude when reaching next potential client • Strong organizational skills and time management with ability to multitask, prioritize etc. • 2+ years of SEC and regulatory expertise/experience preferable. • Working knowledge of the IPO, compliance, and transaction market disclosure process preferable. • Possesses an energetic, outgoing, and friendly demeanor
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
CRM
MS Office
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What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
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- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
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- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

