Sales Representative

| Chicago

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. 


The Global Investment Companies (GIC) business unit of DFIN provides software and services to investment and asset managers, alternative investment managers annuity and insurance investment providers, financial advisors, and broker dealers for the creation, production and distribution of regulatory content and data compliance documents to investors and regulators across the globe.

Financial and Regulatory Reporting

• ArcPro – Content Management application that supports the creation, collaboration, and production of fund prospectuses and other ancillary documentation
• ArcReporting - Financial Reporting application that supports the creation, maintenance, and distribution of financial reports for global third party administrators and asset managers
• ArcRegulatory – Global Regulatory Reporting platform that supports the data management, data ingestion, calculation, production and dissemination of reports.

• ArcDigital – Configurable digital content delivery application for regulatory and digital assets with storefront capabilities. 

Role Purpose

The GIC business unit has an aggressive growth strategy that will involve direct selling and expansion of DFIN’s presence, market share, revenue and profit throughout accounts in the Midwest. This role will play a critical role in the successful execution of this strategy.

Key Responsibilities

The GIC Sales Representative will be responsible for profitable net new revenue generation to an agreed budget / target basis, through the direct selling of software and services to the asset management industry. Specifically, the role will require advanced skills in all aspects of the sales process (approach, identify, pursuit and account management).

• Develop and maintain strong client relationships with numerous influential fund industry executives and decision makers
• Develop and execute the sales strategy for your accounts
• Maintain co-operation and collaboration with other DFIN divisions and departments, GIC colleagues and representatives throughout the US.

• The role requires travel in support of Midwest sales efforts.
• Engage with GIC Operations to ensure regular bi-directional feedback on performance
• Participate in competitive analysis
• Aid product development and positioning market
• Progress reporting to management and sales team
• Representing DFIN within fund industry groups and forums (where relevant) 

Skills, Knowledge and Experience

• Adept at navigating the ‘new normal’ of virtual selling where face to face meetings may not necessarily be possible
• Industrious and relentless with high levels of self-motivation with a can do, will do attitude towards all work tasks and the ability to self-administrate
• Track record of achieving and exceeding net new sales revenue targets in B2B environments
• Experience in selling and developing relationships with senior fund industry executives and decision makers

• Knowledge of fund industry regulations pertaining Prospectus and Shareholder / Financial Reporting
• Able to grasp technology concepts relating to fund industry software solutions (e-solutions)
• Proficient in demonstrating software applications and services to small and large client groups
• Desire to be part of a high growth, fast paced business, where the team is responsible for new business
• Experience working with geographically dispersed, professional sales and operations teams
• Exceptional communication skills (written, oral and presentation) 
• Excellent self-administration skills, word, excel, powerpoint, Salesforce

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 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
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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’s the vibe like in the office?

I am working among an extremely smart group of people, of which I have created great friendships with. During lunch break we play board games and have interesting technical and financial discussions. It’s exciting to wake up and go to work knowing that I’ll be collaborating with some of the best colleagues I’ve had in my career.


Software Engineer

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.


Principal Product Designer

What makes someone successful on your team?

A successful member of our team at DFIN is comfortable to work with or learn any part of the tech stack. They effectively communicate during meetings to help plan out our next projects as a team, and they ask other members of the team for support if they happen to get stuck while coding.


Associate Software Engineer

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.

Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Documented equal pay policy
Highly diverse management team
Unconscious bias training
Diversity manifesto
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).
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
Happy Hours
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
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