Key Account Manager

| Hybrid
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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. 

JOB DESCRIPTION

Maintain post-sale contact with customers in order to facilitate a positive and productive long-term relationship. Serve as the primary contact for the assigned customers. Enhance the company's position and reputation by properly servicing and corresponding with all assigned accounts in a dependable and timely manner. Manage customer inquiries regarding customer orders in process and future orders pending. Provide tactical support to sales and management, providing information regarding customer issues, needs and opportunities. Prepare RFPs and RFQs and put together sales collateral to use to secure new business and up-sell existing accounts. Enhance customer relationship by working closely with customer on the development of targeted solutions and new business opportunities.

RESPONSIBILITIES

Work is typically performed under general supervision, receiving some guidance from manager/supervisor about the work that needs to be completed. May receive guidance on how to complete some assignments. Able to exercise moderate level of discretion and latitude in completing tasks and prioritizing work. Work is typically completed by following established policies and procedures but may require interpretation to meet unique business needs. Work may be reviewed by senior level staff or by management.
• Responsible for the account management activities during and after the sale to enable the Sales representatives to focus on selling activities. Respond to customer requests and inquiries regarding current and future work. Resolve issues that may arise during production of customer products. Keep sales team informed of customer project status, progress, issues, enhancements and modifications as required.
• Maintain accurate, complete, up-to-date customer files, in addition to detailed account history. Prepare and submit sales reports and documentation regarding results, opportunities and challenges in the sales territory. Analyze reports and data to identify revenue and cost containment opportunities.
• Assist in the implementation and execution of products and services. Consult with customers to understand business issues and goals, and works with customer to develop improved solutions to business needs. Prepare summary reports for Sales Representative and Sales Management identifying customer needs and opportunity to secure new business.
• Develop and prepare sales product presentations for use on up-sell opportunity for the accounts managed and assist Sales with the development of sales collateral for new business opportunities.
• Assist sales in the preparation of RFPs and RFQs on the accounts managed.
• Maintain up to date knowledge of industry trends , new products, specifications, competitor strengths and weaknesses and communicates new information to Sales Representatives.
• May be involved in specific customer projects as assigned by sales management.
• Performs other related duties and participates in special projects as assigned.

QUALIFICATIONS

The qualifications below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Bachelor degree in discipline related to functional work or role with up to 3 years of relevant work experience OR demonstrated ability to meet the job requirements through a comparable number of years of applicable work experience.
• Able to translate previous work experience in to very good problem-solving skills and appropriately apply proven solutions.
• Consistently deliver prescribed outcomes in a timely and accurate manner with appropriate guidance.
• Apply existing processes and procedures to solve problems and may receive guidance for problems that are non-routine.
• Able to apply very good functional computer knowledge in utilizing Microsoft Windows, MAC or other technical tools to complete work assignments. May require knowledge of, or ability to quickly learn specialized software related to the position.
• Requires good communication skills, both verbal and written.
• Able to understand general business concepts and apply them when communicating with diverse groups of people when completing work assignments.
• Additional job requirements may be listed on the staffing requisition.

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]#TalentknowsTalent


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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • AngularFrameworks
    • Angular.JSFrameworks
    • ASP.NETFrameworks
    • KubernetesFrameworks
    • Node.jsFrameworks
    • TerraformFrameworks
    • DynamoDBDatabases
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • MySQLDatabases
    • NoSQLDatabases
    • PostgreSQLDatabases
    • SAP HANADatabases
    • SnowflakeDatabases
    • TeradataDatabases
    • Microsoft AzureServices
    • New RelicServices
    • 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

How would you describe the company’s work-life balance?

The company culture that I love the most about Donnelley is the flexibility and work-life balance. Working in this role with my peers, my leadership team, and within my own team — everyone understands that you have other things to take care of outside of your work.

Aravinda

VP, IT Infrastructure & Operations

How do you collaborate with other teams in the company?

The new employee is paired up with one or two team members to accomplish their first set of tasks and collaboration is encouraged every step of the way. We have other meetings on a cadence and will break into smaller groups when it feels right. For local employees who thrive on face-to-face collaboration, we try to meet in-person when possible.

Gary

Engineering Manager

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
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
Employee awards
Flexible work schedule
We value a work / life balance at DFIN.
Remote work program
We have partial and fully remote opportunities at DFIN.
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Highly diverse management team
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Diversity recruitment program
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Mental health benefits
Wellness days
Unlimited PTO structure to support Wellness.
Financial & Retirement
401(K)
401(K) matching
Company equity
Employee stock purchase plan
Performance bonus
Child Care & Parental Leave Benefits
Childcare benefits
Generous parental leave
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
Unlimited vacation policy
Generous PTO
Paid holidays
Paid sick days
Flexible time off
Floating holidays
Bereavement leave benefits
Hardship benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Onsite office parking
Employee parking available
Fitness stipend
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications
Personal development training
Apprenticeship programs

Additional Perks + Benefits

DFIN has implemented a Employee Stock Purchase Program.

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