Strategic revenue-generating role managing and expanding relationships with law firms, advisory firms, and private equity sponsors to originate referral-based and co-sell opportunities across DFIN's capital markets and compliance product portfolio. Drive pipeline, execute partner-led GTM initiatives, and coordinate cross-functional teams to close complex multi-product deals.

Partner with sales leadership to improve forecast accuracy, analyze pipeline health, build quota and territory models, create KPI dashboards, optimize GTM processes, and present data-driven recommendations to executives to drive revenue and operational efficiency in a SaaS environment.

The ActiveDisclosure Solutions Engineer demonstrates the ActiveDisclosure platform to clients, aligning their needs with the solution, and providing consultative guidance by leveraging financial expertise.