Serve as primary client contact to gather requirements, translate needs into SQL/ETL transformation logic, manage projects, coordinate cross-functional teams, ensure data quality and regulatory deadlines, and improve recurring workflows while maintaining strong client relationships.
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 as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. 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:
This role combines client-facing engagement, data transformation (SQL/ETL logic), project management, and cross‑functional coordination across internal teams to meet client needs and regulatory requirements.
Responsibilities:
Client Engagement: • Serve as primary contact for assigned client(s). • Gather client requirements and workflow needs. • Monitor processes across different teams and platforms. • Update clients on job status, issues, and resolution. • Present product offerings to clients as appropriate.
Data Transformation & Quality Control: • Translate client requirements into workflow instructions, mapping rules, and transformation logic. • Create, review, validate, test, and troubleshoot data files using SQL/ETL logic.
Project Management/Delivery: • Coordinate with internal teams to uncover issues, determine root cause, and execute resolution. • Manage and coordinate new client projects. • Maintain a positive client experience throughout each delivery cycle. • Develop or enhance documentation of functional requirements. • Identify and contribute to improvements for recurring data workflows.• Ensure adherence to client and regulatory deadlines.
Other: • Perform other duties as assigned.
Qualifications:
• 3+ years of experience in customer-facing roles such as strategic account management, professional services, project management, or post‑sales support, with a proven track record of client advocacy in complex B2B environments.• Experience in writing SQL queries and ETL logic. • Strong analytical, problem‑solving, organizational, and communication skills. • Ability to manage multiple clients, priorities, and deadlines independently. • Proven ability to navigate complexity and change in processes and systems while remaining focused on client experience.• B.S./B.A. preferred; equivalent experience in lieu of degree will be accepted.
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 w ith 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 [email protected] .
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 [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. 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:
This role combines client-facing engagement, data transformation (SQL/ETL logic), project management, and cross‑functional coordination across internal teams to meet client needs and regulatory requirements.
Responsibilities:
Client Engagement: • Serve as primary contact for assigned client(s). • Gather client requirements and workflow needs. • Monitor processes across different teams and platforms. • Update clients on job status, issues, and resolution. • Present product offerings to clients as appropriate.
Data Transformation & Quality Control: • Translate client requirements into workflow instructions, mapping rules, and transformation logic. • Create, review, validate, test, and troubleshoot data files using SQL/ETL logic.
Project Management/Delivery: • Coordinate with internal teams to uncover issues, determine root cause, and execute resolution. • Manage and coordinate new client projects. • Maintain a positive client experience throughout each delivery cycle. • Develop or enhance documentation of functional requirements. • Identify and contribute to improvements for recurring data workflows.• Ensure adherence to client and regulatory deadlines.
Other: • Perform other duties as assigned.
Qualifications:
• 3+ years of experience in customer-facing roles such as strategic account management, professional services, project management, or post‑sales support, with a proven track record of client advocacy in complex B2B environments.• Experience in writing SQL queries and ETL logic. • Strong analytical, problem‑solving, organizational, and communication skills. • Ability to manage multiple clients, priorities, and deadlines independently. • Proven ability to navigate complexity and change in processes and systems while remaining focused on client experience.• B.S./B.A. preferred; equivalent experience in lieu of degree will be accepted.
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 w ith 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 [email protected] .
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 [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
Top Skills
ETL
SQL
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