Role Description
DFIN is seeking a customer-focused Venue Solutions Engineer to partner with our sales organization and support growth of the Venue Virtual Data Room (VDR) platform. You will serve as a technical and business subject matter expert throughout the sales cycle, helping prospective clients understand how Venue can securely support complex financial transactions, due diligence initiatives, restructuring events, IPOs, M&A activity, and ongoing corporate governance requirements. This role combines consultative selling, solution design, product expertise, and executive-level communication. The ideal candidate brings strong business acumen, compelling presentation skills, and experience supporting enterprise software or SaaS solutions in regulated or security-conscious environments.
Responsibilities
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Partner with Account Executives to uncover customer challenges and position Venue solutions throughout complex sales cycles.
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Lead discovery sessions focused on client workflows, security requirements, compliance needs, and transaction objectives.
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Design solution recommendations that connect Venue capabilities to measurable customer outcomes.
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Deliver tailored product demonstrations, workshops, and executive presentations for technical and non-technical audiences.
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Translate product functionality into clear business value for legal, finance, corporate development, and executive stakeholders.
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Support RFPs, RFIs, security questionnaires, proofs of concept, and pilot activities as needed.
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Build trusted advisor relationships with prospective customers and key decision makers.
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Collaborate with Sales, Implementation, Customer Success, Product Management, and Engineering to ensure solution alignment.
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Share field insights on customer needs, market trends, and competitive positioning to help inform product strategy.
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Participate in sales enablement, customer events, webinars, and industry activities.
Qualifications
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Bachelor's degree in Business, Finance, Accounting, Information Technology, Computer Science, or a related field, or equivalent relevant experience.
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5+ years of experience in solutions engineering, sales engineering, solution consulting, technical pre-sales, or enterprise SaaS consulting.
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Experience delivering software demonstrations and presentations to executive-level audiences.
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Ability to explain technical concepts clearly to both technical and non-technical stakeholders.
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Demonstrated success partnering with sales teams during complex enterprise sales cycles.
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Strong communication, presentation, discovery, and relationship-building skills.
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Experience working with CRM platforms such as Salesforce.
Requirements
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Experience with Virtual Data Room platforms such as Venue, Intralinks, Datasite, FirmRoom, DealRoom, Ansarada, or similar technologies.
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Knowledge of mergers and acquisitions, capital markets, IPO processes, corporate governance, SEC reporting, or financial services.
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Experience in financial technology, legal technology, compliance, or enterprise document management.
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Familiarity with cybersecurity, information governance, and enterprise security standards.
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MBA, CPA, CFA, or another relevant professional certification.
Benefits
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Competitive compensation.
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Flexible workplace.
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Comprehensive benefits.
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Opportunities for professional growth.