Sales & Customer Success Trainer

Morningstar   •  

Chicago, IL

Industry: Accounting, Finance & Insurance


8 - 10 years

Posted 171 days ago

This job is no longer available.

Our ideal candidatehas a demonstrated track record of impactful training facilitation, project prioritization and professional communication.  

Key Responsibilities:

  • Develop a full spectrum of training curriculum appropriate for each audience (DTA, CSM) including content to successfully onboard new learners and content to refine and prepare seasoned learners for ongoing career development.        
  • Master and facilitate existing training programs including on-boarding as well as on-going skill development, product and industry specific programs.
  • Partner with senior leaders to identify overall training needs
  • Effectively structure and execute onboarding programs for all employees in DTA and Customer Success teams.
  • Work with Sales and Customer Success leadership to evaluate team performance to ensure consistencies across offices.
  • Report on training program effectiveness and adjust programs as needed.
  • Be resourceful to learn and master the complexities of the industry that Morningstar serves
  • Implement learning techniques to refine programs that are both compelling and effective.
  • Create and maintain various reports and systems as requested.
  • Participate in various People & Sales initiatives and projects as requested.

Experience, Skills & Qualifications:

  • Bachelor’s degreerequired
  • 7+ years of progressively responsible employee training and development experience including hands-on instruction, training program development, and coaching.
  • Proven experience in a training role with the ability to manage the full training cycle.
  • A desire to work directly with those in sales and Customer Success, both individually and in team environments.
  • Experience using a Learning Management System (LMS)
  • Experience using Salesforce or other sales enablement tools preferred.
  • Ability to effectively present material to groups of all levels in person and via phone/virtual classroom.
  • Excellent interpersonal and communication skills. Must be able to work effectively with all levels in the organization.
  • Strong project management skills with demonstrated ability to manage multiple projects or priorities at once.
  • Strong skills in MS Office and the ability to learn additional programs as needed.