Active Disclosure Account Manager (Fintech)

TL;DR

Active Disclosure Account Manager (Fintech): Managing and renewing a current customer base for financial reporting software with an accent on license expansion and C-suite relationship management. Focus on driving revenue growth within existing accounts, optimizing SEC disclosure workflows, and coordinating cross-functional delivery teams.

Location: Remote (US)

Company

hirify.global (DFIN) is a values-driven organization providing innovative software and service solutions for financial reporting and capital markets transactions.

What you will do

• Manage, renew, and expand licenses for the ActiveDisclosure product line within the existing customer base.
• Identify and develop customer champions to expand product usage across different departments.
• Oversee the invoice and billing processes and manage sales opportunities and forecasts in Salesforce.com.
• Proactively prospect within organizations to educate clients on ActiveDisclosure's value and business use cases.
• Collaborate with Regional Managing Directors, field Sales Executives, and Post-Sale teams to ensure smooth client hand-offs.
• Prepare and deliver sales quotes and facilitate client service meetings.

Requirements

• 3–7 years of quota-carrying, technology-based sales experience.
• Proven track record of B2B solution selling to C-suite management.
• Experience meeting or exceeding annual sales targets of $2M+.
• Proficiency in sales automation software, preferably Salesforce.com.
• Ability to close enterprise software deals in the $50k–$500k range.
• Must be based in the US

Nice to have

• CPA certification.
• Experience selling directly to the CFO’s office.

Culture & Benefits

• Recognized as one of America's Most Loved Workplaces for five consecutive years.
• Flexible workplace with a focus on total employee well-being.
• Competitive compensation and comprehensive benefits package.
• Commitment to professional growth and a "Win as One" team mentality.