Senior Service Delivery Lead (Remote)

Dfinsolutions; United States; Remote; USD 85,000 - 120,000; Full time

Job summary

Donnelley Financial Solutions (DFIN) seeks a Service Delivery Senior Associate to lead and coordinate client document production, SEC filings, and print materials. You will manage projects, ensure SLA compliance, and build strong client relationships.

Responsibilities include guiding workflows, collaborating with sales, and mentoring Associates while leveraging EDGAR/XBRL knowledge and DFIN tools to deliver accurate, timely results.

Qualifications

• 5+ years of experience in customer advocacy or related roles such as post-sales support, project management, or account management.

Responsibilities

• Serve as the primary liaison for customers associated with designated accounts.
• Coordinate projects for new and existing clients, ensuring a positive client experience and effective engagement with DFIN.
• Oversee accounts through all production phases to ensure deliverables meet client specs and standards.
• Collaborate with customers to translate requirements into workflow instructions and oversee execution across multiple projects.
• Gather data to create accurate SEC EDGAR filings, prospectuses, annual reports, and other financial documents.
• Communicate with customers, legal counsel, or project owners to provide updates and coordinate changes.
• Ensure awareness of client expectations, SLAs, and compliance obligations.
• Lead designated account management tasks and mentor team members as needed.
• Support senior leadership in preplanning and root-cause analysis with other departments.

Skills

Customer advocacy

Client relationship management

Project management

Communication skills

Team collaboration

Tools

Word

Excel

PowerPoint

Power BI

Power Apps

Salesforce

Profile

ESP

Job description

Donnelley Financial Solutions (DFIN) seeks a Service Delivery Senior Associate to lead and coordinate client document production, SEC filings, and print materials. You will manage projects, ensure SLA compliance, and build strong client relationships.

Responsibilities include guiding workflows, collaborating with sales, and mentoring Associates while leveraging EDGAR/XBRL knowledge and DFIN tools to deliver accurate, timely results.