Strategic Venue Account Executive — Grow Key Accounts

Donnelley Financial Solutions (DFIN)

California

On-site

USD 70,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Flexible workplace
Comprehensive benefits
Professional growth opportunities

Job summary

DFIN seeks an Account Executive to grow the Venue customer base by prospecting and developing relationships within target accounts. You will own the entire sales process from qualification to close and drive strategic territory plans to maximize revenue potential.

Join a values-driven team with a focus on client success, collaboration across Product, Marketing and Delivery, and a track record of industry recognition. Strong negotiation, presentation, and LinkedIn selling skills are essential.

Qualifications

  • Bachelor's degree or equivalent experience required.
  • 3+ years of sales experience in B2B software/technology-enabled sales or 3-5 years of meaningful financial services industry experience.
  • Track record of navigating within large and mid-market organizations.
  • Ability to develop senior-level relationships quickly and effectively to build groundswell within a company.
  • Strong written, verbal and formal presentation skills.
  • Ability to present solutions and overcome client objections.
  • Proven negotiation and closing skills with an ability to adjust approach to fit buyer motivators.
  • Experience with social selling (LinkedIn) and data-driven decisions.

Responsibilities

  • Prospect and develop relationships within target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations.
  • Own the entire sales process from qualification to close.
  • Develop and execute strategic territory plans to maximize revenue potential.
  • Establish a cadence of in-person meetings, networking events, and conferences to raise brand and client exposure.
  • Foster relationships with senior executives and decision-makers.
  • Plan and prioritize time to maximize yield from a large set of accounts.
  • Collaborate with sales and cross-functional teams to ensure client happiness and represent the voice of the customer.
  • Update Salesforce daily to track activity and pipeline.

Skills

B2B software sales
Financial services exposure
Relationship building
Sales process management
Negotiation & closing
Social selling (LinkedIn)
Data-driven decisions
M&A knowledge

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Job description

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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:

The Account Executive will grow Venue customer base by prospecting and developing relationships within target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations. In this role, you will develop and execute a strategic territory plan to deliver maximum revenue potential and own the entire sales process from qualification to close.

Responsibilities:
  • Conduct daily prospecting and networking activitiesto develop strong relationshipswithin target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations.
  • Own the entire sales process from qualification to close.
  • Develop and execute strategic territory plan to deliver maximum revenue potential.
  • Establish a strong and consistent cadence of in-person meetings, organize networking events and attend conferences to improve brand and client exposure to the Venue product.
  • Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers.
  • Develop a discipline in how you plan and prioritize your time and focus to provide the highest yield from a large set of accounts.
  • Collaborating/team-selling with financial print reps (GCMs) to leverage existing relationships and ensure that all appropriate Donnelley services are presented to target clients.
  • Work closely and collaborate with Product, Marketing, Service Delivery, Business Development and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer.
  • Update Salesforce daily to track activity, client and product insights, account coverage and sales pipeline.
Qualifications:
  • Bachelor's degree or equivalent experience required
  • 3+ years of sales experience in B2B software/technology-enabled sales or 3-5 years of meaningful financial services industry experience.
  • Track record of navigating within large and mid-market organizations.
  • Ability to develop senior-level relationships quickly and effectively to build groundswell within a company.
  • Strong written, verbal and formal presentation (online and group product demos) skills required.
  • Ability to effectively present solutions and overcome client objections.
  • Proven negotiation and closing skills with an ability to adjust approach in order to fit different buyer motivators.
  • Success within fast transactional sales cycles of exceeding sales quotas.
  • Savvy with social selling techniques and channels such as LinkedIn.
  • Ability to use insights and data-driven decisions in the sales process.
  • Familiarity and knowledge of M&A, IPOs, Corporate Governance & Corporate Finance.

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).

DFIN is committed to an inclusive, equitable, and accessible workplace and we welcome and encourage applications from people with disabilities. Accommodations are available for candidates taking part in all aspects of the selection process, upon request, by e-mailing: talentacquisition@dfinsolutions.com . So that we can quickly respond to your request, be sure the words "Accommodation Request" are included as the subject line of your e-mail. In your e-mail, include your full name, telephone number, e-mail contact information, the position for which you are interested in applying, and the type of accommodation you are requesting.

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