ActiveDisclosure Account Executive — Flexible Workplace

Donnelley Financial Solutions (DFIN); Houston, Northern (TX, KY); Hybrid; USD 90,000 - 180,000; Full time

Job summary

Donnelley Financial Solutions (DFIN) is seeking an Active Disclosure Account Executive in Houston, TX. You will manage a pipeline for the ActiveDisclosure product line, engage with field Sales Executives and Account Managers, and drive opportunities from qualification to close.

You will build relationships across levels, including CFO offices, and coordinate with the Implementation and Services teams to ensure customer success. This role emphasizes strategic solution selling and revenue growth.

Qualifications

• 5–7 years of quota carrying, technology-based sales experience.
• Proven track record of B2B solution selling to all levels up to the C-suite.
• Experience meeting/exceeding quotas or annual sales targets of at least $2M.
• Experience tracking a sales pipeline using sales automation software (Salesforce preferred).
• CPA highly desired but not required; experience selling to CFO’s office encouraged.

Responsibilities

• Build and maintain a deep understanding of the ActiveDisclosure product line.
• Develop relationships with sales delivery team members within your territory.
• Prospect and qualify sales leads, coordinating with the field sales team.
• Manage sales opportunities and forecasts in Salesforce, providing reports to leadership.
• Manage a complex sales cycle from needs assessment to solution fit.
• Identify buying roles and develop a suitable sales execution plan.
• Educate prospects on the value of ActiveDisclosure and address their needs.
• Coordinate with Implementation to assess technical needs and prepare plans.
• Prepare and deliver sales quotes and work with executives to close opportunities.
• Handoff new clients to Post-Sale and Services teams.

Skills

Quota carrying sales

B2B selling

Executive engagement

Sales forecasting

Education

CPA (desired)

Tools

Salesforce

Job description

Donnelley Financial Solutions (DFIN) is seeking an Active Disclosure Account Executive in Houston, TX. You will manage a pipeline for the ActiveDisclosure product line, engage with field Sales Executives and Account Managers, and drive opportunities from qualification to close.

You will build relationships across levels, including CFO offices, and coordinate with the Implementation and Services teams to ensure customer success. This role emphasizes strategic solution selling and revenue growth.