Job Description

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.

Recognized by Newsweek as one of AMERICA'S MOST LOVED WORKPLACES® for three consecutive years and a Built In Best Places to Work for six years, we are committed to our employees’ total wellbeing. 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:

DFIN is seeking a proactive and strategic (Senior) Customer Success Manager to serve as a trusted advisor for our clients, leading them through the post-sales life cycle of adoption, optimization and growth across our portfolio of regulatory and compliance solutions.

You will partner with our Sales, Product, Services and Support teams to drive adoption and build relationships that add value and increase customer satisfaction.

You are comfortable rolling up your sleeves and enjoy working in a fast-paced environment where you can make an immediate impact. You have high aspirations, and you are excited to help us scale Customer Success at DFIN.

This position is an individual contributor role reporting to the Senior Director, Customer Success and is designated as Remote.

Responsibilities:

• Own the post-sale client relationship and serve as a trusted advisor for assigned accounts
• Collaborate with Sales, Services and Support to drive adoption, identify growth opportunities and ensure alignment on customer strategy
• Monitor customer health metrics and proactively address issues, risks or opportunities
• Lead & quarterly business reviews (QBRs), feedback loops, and manage escalation paths for high-value accounts
• Advocate for the voice of the customer internally, contributing to product feedback and process improvement
• Use technological solutions (CRM, CSPs like Salesforce, Gainsight, etc.) to identify contacts, document activities, and track any issues or insights you uncover
• Ability to travel for customer-facing meetings or internal events (~10-20%)

Qualifications:

• 5+ years of experience in Customer Success, Account Management or related client-facing role
• Proven ability to manage complex customer relationships and communicate with senior stakeholders
• Strong change management, project management and organizational skills
• Effective, clear, and concise verbal and written communication skills as well as strong presentation skills
• Ability to adapt and change with the needs of the organization and business
• Experience working in SaaS, FinTech, RegTech, or with Enterprise B2B software

Preferred Qualifications

• Proficient using CRM and CS platforms (e.g. Salesforce, Gainsight, or similar)
• Results-driven, self-motivated, and able to work independently
• US East Coast (e.g. New York or Boston) based
• Familiarity with SEC filings, financial reporting, or regulatory technology solutions
• Experience working with legal, finance or investor relations teams

It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status. 

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access  jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to Accommodations@dfinsolutions.com . 

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   noreply@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 t alentacquisition@dfinsolutions.com (this email is for general TA questions and is not used for updates on your application status). #BI-Remote

Job Tags

Similar Jobs