Donnelley Financial Solutions (DFIN) · 1 month ago
Senior Manager - Account Management
United States
Full-time
Remote
Senior Level
5+ years expDonnelley Financial Solutions is a values-driven organization that delivers innovative software and service solutions for essential financial reporting and capital markets transactions. The Senior Manager, Account Management oversees a team of Account Managers, driving performance and fostering client relationships while ensuring alignment with executive initiatives.
Cyber SecurityFinanceSoftware
Responsibilities
Develop a high performing team of Account Managers focused on retaining current business within the Capital Markets space
Establish key sales performance metrics to drive accountability across the team
Provide day-to-day support and coaching to Account Managers, including heavy participation in client-facing calls, meetings, and strategy sessions
Drive performance management across the team, including routine feedback, development plans, and performance reviews
Facilitate enablement sessions to improve sales skills, product knowledge, solution selling and sales process across team
Support AMs with strategic account planning and ensure alignment with initiatives set by VP and senior leadership
Represent the AM team in executive-level discussions and planning forums
Serve as the escalation point for complex client or operational issues, ensuring timely resolution and client satisfaction
Participate in strategic client engagements to reinforce relationship health and identify growth opportunities
Guide AMs in navigating pricing, proposals, objection handling and negotiation
Establish an operating cadence with direct reports including weekly 1:1s, pipeline reviews, portfolio risk assessment, coaching opportunities etc
Monitor team workload and flag capacity issues; partner with VP to optimize resource allocation
Collaborate with internal stakeholders (Sales, Project Management, Service, Billing) to ensure seamless service delivery
Partner with sales to ensure total account coverage that leads to achieving revenue targets
Champion process improvement initiatives and contribute to best practice sharing across the team
Qualification
Required
5+ years of experience in account management or client services, with at least 5 years of management/leadership experience preferred
Proven leadership experience managing high-performing teams in a fast-paced, deadline-driven environment
Strong understanding of client lifecycle, client retention strategies, and sales enablement
Adept at change management
Experience following and training on an established sales process
Strong track record of high performance, including individual and team KPIs
Exceptional communication, interpersonal, and coaching skills
Proficiency in CRM systems (Salesforce preferred) and project management tools
Ability to think strategically while executing tactically
Preferred
Background in financial services industry preferred
Benefits
Competitive compensation
Flexible workplace
Comprehensive benefits
Opportunities for professional growth
Company
Donnelley Financial Solutions (DFIN)
DFIN is the leading global provider of compliance and regulatory software and services, fueling end-to-end investment company regulatory compliance needs, complex capital markets transactions, and essential financial reporting at every stage of the corporate lifecycle.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Chris Benes
Senior Vice President, Global Site Reliability Engineering and Cloud Operations
Recent News
2025-10-31
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