About this role
<p style="margin-bottom:11.0px;text-align:justify"><span style="font-size:12.0pt;font-family:verdana, geneva, sans-serif">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 <em>“Win as One”</em> mentality ensures that our team’s success is directly linked to Client, Shareholder and Employee Satisfaction.</span></p> <p style="margin-bottom:11.0px;text-align:justify"> </p> <p style="margin-bottom:11.0px;text-align:justify"><span style="font-size:12.0pt;font-family:verdana, geneva, sans-serif">Recognized as one of <em>AMERICA'S MOST LOVED WORKPLACES®</em> for five consecutive years and a <em>Built In Best Places to Work</em> for six years, we are committed to our 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. </span></p><div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Summary:</b></H2> </div><div><p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">We are seeking a Zendesk Solutions Analyst with strong business analysis skills to represent the Professional Services (PS) organization and drive how Zendesk supports PS intake and delivery workflows.</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">This role serves as the primary Zendesk subject-matter expert for Professional Services, partnering with platform owners, IT, and business stakeholders. Zendesk is the core focus of this role. Exposure to adjacent systems (Salesforce, Certinia) is a plus but not required and can be learned on the job.</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">The ideal candidate brings hands-on Zendesk configuration experience and the ability to translate business needs into scalable, well-governed solutions that align with enterprise standards.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Responsibilities:</b></H2> </div><div><p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">Zendesk Configuration & Optimization</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Serve as the Zendesk lead for Professional Services use cases</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Configure and enhance workflows, including forms, fields, triggers, automations, SLAs, and reporting</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Design solutions that support PS intake, triage, and delivery processes</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Partner with platform owners to test and deploy changes in alignment with governance standards</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Contribute to integrations using Zendesk APIs and apps as needed</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">Business Analysis & Process Design</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Act as the primary business analyst for Professional Services Zendesk use cases</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Gather and document requirements; translate them into clear system designs</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Develop a strong understanding of PS workflows (intake → triage → execution)</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Identify opportunities to improve efficiency, data quality, and user experience</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">Governance, Change & Security</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Follow established systems governance, version control, and release management practices</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Support change management activities, including impact analysis, testing, documentation, and user readiness</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Ensure Zendesk changes adhere to security best practices, role-based access controls, and compliance standards</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Maintain clear documentation for configurations, workflows, and process guidelines</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">Collaboration & Enablement</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Partner cross-functionally with IT and platform owners</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Serve as a trusted advisor to Professional Services stakeholders</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Help ensure Zendesk changes are aligned with broader enterprise architecture and roadmap</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Qualifications:</b></H2> </div><div><p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">Required</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Strong hands-on experience with Zendesk administration and configuration</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Experience building workflows using triggers, automations, forms, and reporting</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Proven ability to gather requirements and translate business needs into system solutions</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Experience supporting intake-driven or case management workflows</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Understanding of change management and system governance practices</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Strong communication and documentation skills</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">Preferred Certifications</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Zendesk Support Administrator certification and/or Zendesk Support Developer certification</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">Nice to Have (Professional Experience)</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Experience integrating Zendesk with Salesforce and/or Certinia</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Familiarity with Professional Services or PSA tools</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Experience working within shared platform ownership models</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">What Success Looks Like</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Zendesk effectively supports Professional Services workflows and intake</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· PS requirements are clearly translated into scalable, maintainable solutions</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Stakeholders trust both the system and the process</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Changes are delivered in a controlled, well-governed way</span></p> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">· Continuous improvements drive better user experience and data quality</span></p></div></div></div><p style="text-align:justify"><span style="font-size:12.0pt;font-family:verdana, geneva, sans-serif">It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status. </span></p> <p style="text-align:justify"> </p> <p style="text-align:justify"><span style="font-size:12.0pt"><span style="font-family:verdana, geneva, sans-serif">If you are a qualified individual w</span><span style="font-family:verdana, geneva, sans-serif">ith a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access <a href="http://jobs.dfinsolutions.com"><span style="color:#800080">jobs.dfinsolutions.com</span></a><span style="color:#800080"> </span>as a result of your disability. You can request a reasonable accommodation by sending an email to <span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt"><span style="color:#800080"><u>[email protected]</u></span></span>. </span></span></p> <p style="text-align:justify"> </p> <p style="text-align:justify"><span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt">At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from<em> <span style="font-family:verdana, geneva, sans-serif;font-size:12.0pt"><span style="color:#800080"><u>[email protected]</u></span></span></em>. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via <span style="color:#800080"><u>[email protected]</u></span> (this email is for general TA questions and is not used for updates on your application status). #BI-Remote</span></p>