Donnelley Financial Solutions (DFIN) · 3 weeks ago
Technical Account Manager - Remote
United States
Full-time
Remote
Entry Level
1+ years expDonnelley Financial Solutions (DFIN) is a values-driven organization that empowers employees to build fulfilling careers. The Technical Account Manager acts as the technical service liaison between customers and production platforms, providing advisory services to meet client project needs and regulatory requirements.
Cyber SecurityFinanceSoftware
Responsibilities
Handles day-to-day account management, client interactions and handling routine technical support issues with a growing level of technical proficiency
Serve as the main technical services liaison for assigned accounts, addressing their needs and concerns with expertise and urgency
Establish strong, long-term relationships with clients, understanding their business requirements and aligning our solutions to meet their needs
First point of service escalation for clients, SDAs and internal partners
Host regular touch points with assigned clients to set priorities, work through challenges, discuss best practices, coordinate testing, holiday coverage, etc
Participates in QBRs
Conducts Wellness/Optimization checks with clients
Review/approve billing, weekly, end of month and ad hoc throughout week
Working knowledge of SEC regulations and electronic filing requirements (e.g., N-PORT, N-CEN, N-MFP) and experience supporting compliance workflows
Basic knowledge of XBRL dependencies within specific Arc Suite platforms
Basic ability to troubleshoot and problem solve issues and complex application setups
Basic technical acumen and product knowledge
Basic production knowledge
Qualification
Required
Generally newer to the role, with 1-3 years of Arc Suite experience in technical account management or related fields
Proven experience and mastery of one or more of the Arc Suite applications; ArcPro, ArcReporting and/or ArcFiling is required
Working knowledge of SEC regulations and electronic filing requirements (e.g., N-PORT, N-CEN, N-MFP) and experience supporting compliance workflows
Basic knowledge of XBRL dependencies within specific Arc Suite platforms
Basic ability to troubleshoot and problem solve issues and complex application setups
Basic technical acumen and product knowledge
Basic production knowledge
Preferred
Excellent verbal, written, and interpersonal communication skills
Self-motivated with strong propensity for action, results and continuous improvement
The ability to work successfully in a high-energy, fast paced, rapidly changing environment is necessary
Exceptional organizational skills with the ability to multi-task and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines
Proven track record of solving technical problems
B.S./B.A. preferred; equivalent experience in lieu of degree accepted
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
H1B Sponsorship
Donnelley Financial Solutions (DFIN) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (3)
2023 (3)
2022 (6)
2021 (5)
2020 (7)
Funding
Current Stage
Late StageLeadership Team
Chris Benes
Senior Vice President, Global Site Reliability Engineering and Cloud Operations
Recent News
2025-10-31
Company data provided by crunchbase