Donnelley Financial Solutions (DFIN) ยท 1 week ago
Service Delivery Senior Associate - Remote
United States
Full-time
Remote
Senior Level
5+ years expDonnelley Financial Solutions is a values-driven organization that empowers employees to build fulfilling careers. The Service Delivery Senior Associate role involves working directly with clients to coordinate the production of financial documents and ensure compliance with service agreements while fostering strong customer relationships.
Cyber SecurityFinanceSoftware
Responsibilities
Serve as the primary liaison for customers associated with designated accounts
Manage and coordinate projects for both new and existing clients, ensuring positive client experience and facilitating effective engagement with DFIN
Independently oversee accounts and client projects, diligently tracking project progress through all production phases to ensure deliverables align with both client specifications and organizational standards
Collaborate with customers to collect job requirements, translate them into comprehensive workflow instructions, and oversee workflow execution across multiple customer projects
Tasked with researching and gathering all necessary data to create accurate SEC EDGAR filings, prospectuses, annual reports, and other financial compliance documents
Communicate with customers, their legal counsel, or project owners throughout projects to provide updates, request information, and coordinate job changes
Ensure continued awareness of distinct client expectations, compliance obligations, and Service Level Agreements (SLAs)
Handle designated account management tasks, assist with general workloads, and adapt to changes; additionally, take on extra duties and contribute to special projects as assigned
Collaborate with First and Second Shift Leadership to identify and develop preplanning opportunities
Consult key departments to confirm and find the root causes of new issues
Discuss workload strategies and any related concerns with management
Deliver precise and comprehensive instructions to Operations Teams
Delegate responsibilities to contracted vendor partners
Complete all delegated responsibilities in a timely and thorough manner
Mentor and train Service Delivery Associates
Review the work of Account Associates to confirm all information is complete and accurate prior to starting composition, placing print orders, or submitting online EDGAR filings
Pursue ongoing education and training in emerging DFIN Services platforms and technologies as they are introduced to enhance service offerings
Assume leadership duties as needed in response to situational demands
Qualification
Required
5+ years of experience in customer advocacy, post-sales support, or related roles such as professional services, consulting, project management, or account management
High level of proficiency in EDGAR, XBRL, document knowledge, print and transactional paths including knowledge around the DFIN ecosystem (SaaS platform ArcPro, ArcReporting) along with other client offerings
Consistently meet deadlines and make fast, data-driven decisions to boost team performance
Highly adaptable to changing internal and external conditions
Must be able to work independently and be a team player
Requires strong organizational skills and the ability to manage multiple projects. Handles stress effectively
Excellent written and verbal communication, especially with clients
Demonstrated ability to collaborate effectively and drive solutions while consistently delivering results across all levels of management and internal stakeholders. A goal-oriented team leader with a strong track record of excelling in collaborative environments
Skilled in preparing materials and delivering presentations to diverse audiences
Proficient in Microsoft Suite (Word, Excel, PowerPoint, PowerBI, PowerApps), Salesforce, and DFIN proprietary software (Profile, ESP)
Skilled at improving workflows and driving process efficiency
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