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Workflow Lead - Presentations Team (Investment Banking)

RRDonnelley

New York, NY, United States permanent

Posted: February 5, 2026

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Quick Summary

The Workflow Lead is responsible for overseeing the presentations team, ensuring timely and effective delivery of high-quality presentations to clients.

Job Description

RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry’s most trusted portfolio of creative execution and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and 32,000 employees across 28 countries, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact.

The Workflow Lead is responsible for overseeing all aspects of the services provided on a specific shift in a particular location, including staff, workflow, quality assurance, customer feedback, etc. This individual will also provide client reports and serve as the primary point of contact for service activities. The Workflow Lead's duties include, but are not limited to the following:

Responsibilities:

• Oversight of the team schedule (local and regional) and relevant client communications surrounding changes to the standard working hours of the team (including vacation, call-in availability, holiday hours, etc.)
• Analyze and route incoming tasks to the appropriate resource for completion
• Serve as primary point of contact for incoming requests to the department across all applicable service lines
• Interface with client teams to gather detailed information in order to better understand the nature and requirements of their request
• Build detailed job tickets for each request using the workflow management tool
• Assist team with queries as needed
• Review quality of work requests
• Release jobs to requester using professional communication skills, and inform requestors of any important details that were discovered during job production
• Ensure timely return of all jobs; and reach out to requestors to renegotiate deadlines and communicate job challenges when necessary
• Provide feedback to management and/or team members on performance and quality
• Analyze requests to decide how request should be performed and to determine the appropriate resource to handle the request
• Direct requests to appropriate departments and coordinate with local and off-site office resources
• For respective shifts, ensure all work is performed according to prioritized schedules/deadlines - and that all deadlines are met or effectively renegotiated according to established SLAs
• Work with local managers to review service metrics and identify variances and areas of opportunities
• Ensure effective communication and relationships with end users across all service offerings
• Oversee quality control processes and ensure all requirements are adhered to, including conducting spot checks on all work from time-to-time during the project lifecycle
• Assist in analysis of client feedback and provide accurate reports/analysis to local managers
• Provide level two escalation point for issue troubleshooting
• Deliver support for specialty projects as required
• Identify and offer ideas on service/process enhancements to the local manager based on client feedback or service level metric performance
• Monitor and maintain policies and procedures to staff
• Train current and future Workflow Coordinators
• Compile and provide regular reports to the Account Director

• Associate's Degree in discipline related to functional work 3+ years experience in similar role and industry
• Prior team lead or supervisory experience preferred
• Ability to work independently with limited supervision
• Ability to produce accurate work product and strong attention to detail
• Flexibility to work overtime if required
• Excellent knowledge Microsoft Word, Excel, PowerPoint
• Excellent written and oral communication with ability to state messages in a clear manner and analytical skills
• Provide premiere service to clients with a "can do" attitude

The salary range for this role at the noted RRD location is $33.65-36.06/ hour. Starting pay decisions are determined based on multiple factors including but not limited to relevant education, qualifications, skills, experience, certifications, proficiency, performance, shift, location, and other business needs. Typically, roles follow step progressions to a target rate or set increments over time. Depending on the role, in addition to the hourly rate of pay, the total compensation package may also include overtime, shift differential, call-in, and/or stand-by pay. RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans

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