Toppan Merrill

Account Executive

• Proactively identify new business leads via client networking opportunities
• Identify, prospect, and develop client decision makers and influencers within target market
• Create and manage a strategic account and territory plan for your area of responsibility, outlining specific areas of focus, tasks and activities
• Participate and execute on new business sales campaigns
• Identify, negotiate and close cross selling opportunities with sales experts in other teams
• Present a value based selling approach with Toppan Merrill clients and be able to offer solution advice based around multiple use cases.
• Demonstrate a consultative selling style and work in partnership with Toppan Merrill clients to provide a solution suited to solve for their business challenges
• Conduct professional client presentations across multiple products and capabilities, specifically tailored to the audience
• Actively participate in marketing event planning with a view to maximize opportunities within your specific territory, and defining which marketing support you need
• Must have a strong teamwork ethic that is demonstrated by your actions and inclusive approach to selling
• Provide clear market feedback to the senior team at Toppan Merrill to ensure we remain in touch with market sentiment
• Receive and manage client feedback
• Ensure all paperwork, contracts and reporting requirements are met whilst ensuring you maximize revenue opportunities

Sales Executive

Implementation Specialist

• Perform data manipulation and table loading using Microsoft SQL Server RDBMS.
• Write SQL scripts to promote implementation data between different application instances and manipulate data in batch.
• Utilize Adobe Creative Suite to create, modify, install, and test graphic elements essential to the implementation.
• Capture position and styling data for system entry using Adobe Creative Suite.
• Perform prescribed testing on work.
• Collaborate with Development teams to perform quality control tasks, including setting up test cases, unit testing, and batch job processing related to customer implementation or specific software releases.
• Ensure successful delivery of tasks related to the implementation of client projects on the Orindi software platform.
• Communicate project updates and issues with team members; must have excellent verbal and written communication skills.
• Receive work direction from Resource Manager or Implementation Project Manager on project design specifications.
• Work with customers to ensure implementations meet their needs.
• Assist in onboarding new team members through written documentation and verbal coaching.
• Write, review, and update process and procedure documents used by the team.
• Maintain time logs for projects and update software accordingly.

Bookkeeper

• Creates and maintains vendor database, updating demo graphics, banking details to include international and domestic, and tax identification details for US.
• AP Problem solving; investigates payment discrepancies, inquiries from internal/external vendors, and maintains group mailboxes.
• AR Problem solving; investigates receipt discrepancies, inquiries from internal/external clients, and maintains group mailboxes.
• Runs and compiles the weekly AP aging reports.
• Runs the AR deferred revenue report and provides to the billing managers for review.
• Audits for employee expense reports based on the policy.
• Reviews account coding for our Sartell freight invoices and sends off for approvals.
• Downloads the freight invoices from the portals for UPS and FedEx.
• Assists employees, vendors, clients, or customers by answering questions related to accounts, procedures, and services.
• Month end pre-close reporting for Alliance and Oracle.
• Audit cases, compiles the details necessary for audit requests.

Accounting Assistant

Financial Planning and Analysis

• Prepare XBRL formatted financial documents for regulatory filings and stakeholder communications
• Provide unmatched expertise and market knowledge to clients while staying ahead of changing regulations
• Conduct training and support sessions for client teams who utilize proprietary software solution
• Provide guidance and technical consultation to clients on XBRL mapping and tagging of their financial disclosures using US GAAP, IFRS or ESMA taxonomies
• Produce and prepare XBRL-formatted financial statements for client companies
• Manage workflow, communication, and timelines on multiple, concurrent projects
• Collaborate with other professional service teams to ensure success of the client project
• Continuous learning and keeping up to date with regulatory changes affecting financial disclosure requirements
• Other interesting and ad hoc assignments as required

XBRL Financial Consultant

• Develop and execute territory and account strategies focused on landing and expanding enterprise clients
• Originate, structure, and close multi-year, multi-solution agreements across the regulatory content lifecycle
• Build and manage a qualified pipeline aligned to long-term revenue targets
• Lead complex deal cycles, including commercial structuring, negotiation, and executive alignment
• Diagnose client challenges across: Content creation and data management, Regulatory filing (including ICC requirements), Composition and document automation, Omnichannel delivery (eDelivery, print, mail), Reporting, analytics, and compliance oversight
• Position integrated solutions that connect upstream systems (content, data, conversion), midstream processes (composition, compliance, governance), downstream delivery & insights
• Articulate a clear business case and ROI, including cost savings, risk mitigation, and scalability
• Build trusted relationships with C-level and senior stakeholders
• Facilitate executive workshops and discovery sessions to uncover transformation opportunities
• Align internal and client-side stakeholders around shared outcomes and success metrics
• Partner with Solution Consulting, Product, Delivery, and Marketing to design and deliver compelling solutions
• Lead internal deal teams to ensure alignment, differentiation, and competitive positioning
• Provide voice-of-customer feedback to influence product roadmap and go-to-market strategy
• Maintain deep understanding of regulatory environments in financial services and industry trends in content management, automation, and digital communications
• Represent Toppan Merrill in industry events, client forums, and thought leadership engagements

Sales Executive

Implementation Specialist

Accounting Assistant

XBRL Financial Consultant

Sales Executive – Financial Services