Venue solutions engineer

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.

In 2026, DFIN was named #1 on the 2026 Top 100 Global Most Loved Workplaces® by Best Practice Institute. We have also been recognized as one of America’s Most Loved Workplaces® for five consecutive years and a Built In Best Place to Work for six years, reflecting our continued commitment to supporting 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:

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.

Responsibilities:

• Partner with Account Executives to uncover customer challenges and position Venue solutions throughout complex sales cycles.
• Lead discovery sessions focused on client workflows, security requirements, compliance needs, and transaction objectives.
• Design solution recommendations that connect Venue capabilities to measurable customer outcomes.
• Deliver tailored product demonstrations, workshops, and executive presentations for technical and non-technical audiences.
• Translate product functionality into clear business value for legal, finance, corporate development, and executive stakeholders.
• Support RFPs, RFIs, security questionnaires, proofs of concept, and pilot activities as needed.
• Build trusted advisor relationships with prospective customers and key decision makers.
• Collaborate with Sales, Implementation, Customer Success, Product Management, and Engineering to ensure solution alignment.
• Share field insights on customer needs, market trends, and competitive positioning to help inform product strategy.
• Participate in sales enablement, customer events, webinars, and industry activities.

Qualifications:

Required Qualifications

• Bachelor's degree in Business, Finance, Accounting, Information Technology, Computer Science, or a related field, or equivalent relevant experience.
• 5+ years of experience in solutions engineering, sales engineering, solution consulting, technical pre-sales, or enterprise SaaS consulting.
• Experience delivering software demonstrations and presentations to executive-level audiences.
• Ability to explain technical concepts clearly to both technical and non-technical stakeholders.
• Demonstrated success partnering with sales teams during complex enterprise sales cycles.
• Strong communication, presentation, discovery, and relationship-building skills.
• Experience working with CRM platforms such as Salesforce.

Preferred Qualifications

• Experience with Virtual Data Room platforms such as Venue, Intralinks, Datasite, FirmRoom, DealRoom, Ansarada, or similar technologies.
• Knowledge of mergers and acquisitions, capital markets, IPO processes, corporate governance, SEC reporting, or financial services.
• Experience in financial technology, legal technology, compliance, or enterprise document management.
• Familiarity with cybersecurity, information governance, and enterprise security standards.
• MBA, CPA, CFA, or another relevant professional certification.

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