Account Integration Specialist - Remote at DFIN

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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 lifecycles. 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.
Summary:
Coordinate and manage custom on-boarding and implementation for shareholder reports or other client regulatory reports. (initial meeting through final disposition of a customer's project).
Responsibilities:
  • Project manage customer on-boarding and implementations for shareholder reports throughout the lifecycle (initial meeting through final signoff of a client's project).
  • Gather required data from customers and evaluate objectives and goals to create the project plan and develop the statement of work. Submit Statement of Work to legal for approval.
  • Analyze and review the customer requirements and make a determination on the scope of the overall project. Pull together the appropriate resources/departments required to successfully implement a customer campaign.
  • Estimate time frames, and resources (programming, composition, photo, creative, prepress, etc) required to successfully complete a project.
  • Design & implement workflows after evaluating complexity, deliverables, and costs/job profitability. Maintain the master schedule for all project activities and conduct periodic status checks to assess progress against the schedule. Make changes to plans when requirements change/shift.
  • Communicate customer project status to appropriate stakeholders and disseminate information on problems or potential delays. Manage customer expectations and ensure the completed work meets customer SLA's and comply with the company standards.
  • May hold color review meetings with the customer to review and make changes to jobs.
  • May be involved in establishing test cases and final sign-off on projects for go live to the customer.
  • Performs other related duties and participates in special projects as assigned.
  • Result Orientation

Basic Qualifications:
  • Minimum 2-5 years of relevant work experience
  • Bachelors Degree

Preferred Skills:
  • Preferred previous implementation work or product onboarding
  • Financial regulatory compliance knowledge a plus
  • Strong communicator, and working with teams

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's 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 [email protected] . #BI-Remote
Nearest Major Market: Philadelphia
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • PythonLanguages
    • SqlLanguages
    • AzureLanguages
    • jQueryLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Node.jsFrameworks
    • Microsoft SQL ServerDatabases
    • SAP HANADatabases
    • TeradataDatabases
    • IllustratorDesign
    • PhotoshopDesign
    • Aha!Management
    • ConfluenceManagement
    • JIRAManagement
    • Microsoft ProjectManagement
    • DocuSignCRM
    • LinkedIn SalesNavigatorCRM
    • Microsoft DynamicsCRM
    • SalesforceCRM
    • MarketoLead Gen
    • Oracle EloquaLead Gen

Location

Located in the heart of downtown Chicago’s financial district, we are steps from all Metra stations, good eats and entertainment.

An Insider's view of DFIN

What projects are you most excited about?

In transforming and improving FinTech products, excitement comes from the challenge of knowing that the problems are complex, yet the solutions must be easy to use. When we start a new project, I can't wait to sink my teeth into understanding the problem space, talking to users, designing the solution, and seeing it through to release.

Dan

Principal Product Designer

What makes someone successful on your team?

Active and honest listening – Contrary to the stereotypical, extroverted sales rep, some of my most effective and insightful client interactions are when I do the least amount of talking, and the most active listening. Client insight is exponentially easier to excavate when you stop “pitching” – and start listening.

Carey

Senior Sales Representative

What is your vision for the company?

Our business plan reflects the change in products DFIN is selling today versus what we sell in five years. DFIN today is a company that offers a lot of professional services that we added software to, but the goal is to become a SaaS company that has services to support it.

Stephen

SVP, Global Head of Engineering

What are DFIN Perks + Benefits

DFIN Benefits Overview

The world continues to change in ways we never expected, but there is one constant: your safety and well-being is a top priority, and DFIN has you covered with our benefits.

Culture
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Unconscious bias training
Diversity manifesto
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
We value a work / life balance at DFIN.
Remote Work Program
We have partial and fully remote opportunities at DFIN.
Family Medical Leave
Family Medical Leave granted under the Family and Medical Leave Act (FMLA).
Adoption Assistance
Return-to-work program post parental leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Happy Hours
Parking
Employee parking available
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

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