Careers

Job Description

• The focus of this sales position is building a pipeline of new opportunities.
• Develop short-term and long-term sales strategy.
• Prospect potential clients through calls, emails and social channels.
• Initiate and drive customer meetings.
• Be comfortable engaging with the C suite, law firms and investment banks.
• Support marketing efforts with attending conferences, exhibits and other in person events.
• Manage proposals, contract negotiations and partner with management team to finalize contracts.
• Monitor projects in conjunction with production regarding specifications, costs, and timeframes as projects progress.
• Take ownership of problem resolution if customer issues cannot be solved through normal channels.
• Conduct regular status meetings with the customers.
• Manage all calls, meetings, emails and opportunities through Salesforce.com
• Achieve sales targets.

Skills and Experience required for this role

• 3 to 5 years’ experience selling and servicing public companies.
• Education: Bachelor’s degree required
• Hard work, enthusiasm and a curiosity for learning.
• Ability to multi-task activities with shifting priorities.
• Thrive in a demanding, fast-paced environment.
• Excellent written and verbal communication skills.
• Highly proficient in computer and technology skills.
• A team player
• Understanding of capital markets, IPO, M&A, Investment Management.

Location: Remote
Department: Client Services Typeset Group
Reports To: Director IPO and Business Combination Proxy Mergers
Employment Type: Full-Time

Position Summary
We are seeking a detail-oriented and client-focused Customer Service Representative with 3 – 5 years of experience in the financial printing industry. The ideal candidate will have a proven track record of managing complex client communications, coordinating time-sensitive financial documents, and ensuring flawless execution under tight deadlines.

Key Responsibilities

• Serve as the primary point of contact for clients, ensuring exceptional service throughout the document submission lifecycle.
• Coordinate the production and delivery of financial documents including SEC filings (DRS, S-1, F-1, S-4, F-4, DEF 14A, SC TO-T etc.), registration statements, proxy statements, annual reports and tender offers.
• Collaborate with internal production teams (Typeset, EDGAR & iXBRL) and print specialists to meet client specifications and regulatory deadlines.
• Manage multiple projects simultaneously, maintaining process protocols accurately with attention to detail under pressure.
• Provide guidance to clients on formatting, compliance and best practices in financial disclosure.
• Troubleshoot issues proactively resolving client concerns to ensure peak service level performance, satisfaction and client retention.
• Maintain accurate records of client interactions, project timelines, and service metrics.

Qualifications

• 3 – 5 years of customer service or project management experience in the financial printing industry.

• Expert in SEC filing processes and financial disclosure requirements.
• Strong understanding of typesetting, document formatting and print requirements.
• Excellent communication and interpersonal skills.
• Ability to thrive in a fast-paced, deadline-driven environment.• Proficiency in Microsoft Office Suite; experience with document management systems is a plus.
• Bachelor’s degree in Business, Communications, or a related field preferred.

Preferred Experience

• Direct experience working in industry.
• Exposure to EDGAR and iXBRL filing processes.
• Knowledge of investment banking, legal, or corporate governance environments.

Why Join Us?

• Be part of a dynamic team that supports some of the world’s leading financial institutions.
• Work in a collaborative environment that values precision, professionalism, and client success.
• Opportunities for growth and advancement in a specialized industry