Venue Account Executive at Donnelley Financial Solutions | CA, US | Rezi

Venue Account Executive at Donnelley Financial Solutions

Venue Account Executive

Donnelley Financial Solutions · CA, US

2 weeks ago

Venue Account Executive

Donnelley Financial Solutions · CA, US

16 days ago
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About the Role

DFIN delivers innovative software and service solutions for financial reporting and capital markets transactions. We are a values-driven organization that empowers employees to build fulfilling careers and bring their authentic selves to work. Our success is linked to client, shareholder, and employee satisfaction.

Responsibilities

  • Conduct daily prospecting and networking activities to develop strong relationships within target accounts.
  • Own the entire sales process from qualification to close.
  • Develop and execute strategic territory plan to deliver maximum revenue potential.
  • Establish a strong and consistent cadence of in-person meetings, organize networking events and attend conferences to improve brand and client exposure to the Venue product.
  • Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers.
  • Develop a discipline in how you plan and prioritize your time and focus to provide the highest yield from a large set of accounts.
  • Collaborate with financial print reps (GCMs) to leverage existing relationships and ensure all appropriate Donnelley services are presented to target clients.
  • Work closely and collaborate with Product, Marketing, Service Delivery, Business Development and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer.
  • Update Salesforce daily to track activity, client and product insights, account coverage and sales pipeline.

Requirements

  • Bachelor's degree or equivalent experience required.
  • 3+ years of sales experience in B2B software/technology-enabled sales or 3-5 years of meaningful financial services industry experience.
  • Track record of navigating within large and mid-market organizations.
  • Ability to develop senior-level relationships quickly and effectively to build groundswell within a company.
  • Strong written, verbal and formal presentation skills required.
  • Ability to effectively present solutions and overcome client objections.
  • Proven negotiation and closing skills with an ability to adjust approach to fit different buyer motivators.
  • Success within fast transactional sales cycles of exceeding sales quotas.
  • Savvy with social selling techniques and channels such as LinkedIn.
  • Ability to use insights and data-driven decisions in the sales process.
  • Familiarity and knowledge of M&A, IPOs, Corporate Governance & Corporate Finance.

Skills

  • Social selling techniques and channels such as LinkedIn
  • Salesforce

Location

  • Remote

Work Type

  • Full-time

Experience Level

  • 3+ years of sales experience in B2B software/technology-enabled sales
  • 3-5 years of meaningful financial services industry experience

Education Level

  • Bachelor's degree or equivalent experience

Benefits

  • Competitive compensation
  • Flexible workplace
  • Comprehensive benefits
  • Opportunities for professional growth

About the Company

  • DFIN delivers innovative software and service solutions for financial reporting and capital markets transactions.
  • DFIN is a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.
  • DFIN's “Win as One” mentality ensures that our team’s success is directly linked to Client, Shareholder and Employee Satisfaction.
  • In 2026, DFIN was named #1 on the 2026 Top 100 Global Most Loved Workplaces® by Best Practice Institute.
  • DFIN has 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.

Equal Opportunity

  • 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 jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to talentacquisition@dfinsolutions.com.
  • 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 talentacquisition@dfinsolutions.com. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via talentacquisition@dfinsolutions.com.