Donnelley Financial Solutions (DFIN) · 1 day ago
Service Delivery Associate - Remote
United States
Full-time
Remote
Senior Level
5+ years expDonnelley Financial Solutions (DFIN) is a company focused on delivering innovative software and service solutions for financial reporting and capital markets transactions. The Service Delivery Associate role involves working directly with clients to coordinate the production of client documents and ensure compliance with service agreement objectives while fostering strong customer relationships.
Cyber SecurityFinanceSoftware
Responsibilities
Act as the main point of contact for customers on assigned accounts
Oversee and coordinate projects for both new and current clients, ensuring positive client experience and facilitating effective engagement with DFIN
Coordinate preplanning and preliminary work for upcoming activities by collaborating with internal teams and Supervisors to identify and implement opportunities
Oversee job progress during all production phases, collaborating with manufacturing operations to guarantee that final products align with customer requirements and company standards
Correspond with customers to provide updates and information regarding issue resolution
Share updates with clients regarding timelines, ongoing project status, and related reports
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
Complete all delegated responsibilities in a timely and thorough manner
Engage relevant departments to verify and identify the underlying causes of emerging issues
Discuss workload strategies and any related concerns with management
Deliver precise and comprehensive instructions to Operations Teams
Delegate responsibilities to contracted vendor partners
Pursue ongoing education and training in emerging DFIN Services platforms and technologies as they are introduced to enhance service offerings
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
Head of Global Site Reliability Engineering
Recent News
2025-10-31
Company data provided by crunchbase