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AI Summary

The associate will support a team with administrative and client-facing duties, including engaging clients at social events. They are responsible for prospecting, building relationships with investment bankers, and meeting sales KPIs.

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.

In 2026, DFIN was named #1 on the 2026 Top 100 Global Most Loved Workplaces® by Best Practice Institute. We have 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.  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:

Supports a designated team generally with both client-facing and administrative duties. Engages with clients at social events such as sporting events, meals, and concerts. Identifies and establishes relationships with investment bankers through prospecting and marketing leads. Meets or exceeds set Key Performance Indicators (KPI’s).

Responsibilities:

  • Support your designated team generally with both client facing and administrative duties.
  • Identify and establish relationships with investment bankers through prospecting and marketing leads for new accounts and expansion of contacts within existing accounts.
  • Meet or exceed set Key Performance Indicators (KPI’s), for example on number of calls and meetings and other sales based activities.
  • Identifies the need for, and collects, information to better understand client issues and problems.
  • Uses LinkedIn Sales Navigator to locate new Advisory professionals and builds on these contacts to create business relationships.
  • Deliver the DFIN value proposition in the field, phone meetings and WebEx. Employs value based conversations to arrive at a highly differentiated solution.
  • Engages customers in “unscripted” dialogue that focuses on addressing the customer’s problems.
  • Articulates the value DFIN solutions can solve, leveraging the strength of the DFIN brand, scale, and market position to place DFIN at a competitive advantage.
  • Build and maintain strong sales pipeline and forecast, through discovery calls and meetings.
  • Manage all information in our Salesforce.com CRM system related to the account(s).

Qualifications:

  • Bachelor's degree or equivalent experience required.
  • 6 to 24 months of general business experience. 
  • Professional and personal presentation skills.
  • Demonstrate personal confidence and resilience.
  • Passion and desire to build a career in sales. 
  • Good levels of responsiveness and customer awareness.
  • Good personal organization and discipline.  Good follow-through.
  • Quick learner and demonstrate a willingness to learn from others.
  • Can articulate ideas and arguments clearly and concisely.  Able to communicate clearly.
  • Comfortable working in a team environment.  Maintain a positive attitude.

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 (this email is for general TA questions and is not used for updates on your application status). #BI-Remote

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