About The Team

The enterprise strategic account marketingbuildsa custom (1:1) marketing strategyfortop clients that aligns with enterprise product-related account goals. We think holistically about each book of business in terms of the known and prospective executives, buyers, and users that need to be influenced to grow wallet share.

About Your Role

Here are the things that your role entails:

• Each marketing manager on this team will partner with a strategic account executive (SAE) and their account team members to ensure thatwereaccelerating business together with rigor, across enterprise products. The expectation is that you will become a critical player in the account coverage team for assigned clients.

• The primary function of this role, as the marketing expert amongst a team of business development and success leads, will be to work directly with the coverage team of each selected client to build a deep understanding of each client, formulate an effective approach to influence and source revenue, and then sell it to the coverage team speaking in their terms to gain buy-in.

• To find success in this role, each team member will work with field marketing,demandgeneration,andcustomermarketing,to developanddeploy thoughtfulcampaignsthateffectivelymeetexecutives,buyers, anduserswheretheyarein their journey with Morningstar.

• This role will also involve collecting and translating market needs and socializing those regularly with enterprise product marketing colleagues.

Key Responsibilities

EffectivelyManage a Portfolio of Clients

You will manage several books ofbusiness,primarily coveringclients that have signed a marketing agreement with us that enables our team to deploy marketing totheir end advisors, by:

• Developing an omni-channel set of marketing activations to promote how Morningstar can help them from a workflow perspective to solve their needs.

• Building an account coverage sheet outlining the enterprise account team along with their responsibilities.

• Create a marketing plan for each client, following our standardized template.

• Making the call on when things merit less or more attention aligned to deal size, and / or potential barriers.

• Having the ability to sell through marketing ideas to sales, to progress something ahead thoughtfully, while reaching consensus.

• Building a relationship with sellers by building trust, coming prepared, and studying each client before coming to the table.

Build Bespoke Marketing for Each Book of Business

Our product marketers will be our centralized source of truth for message maps, roadmaps, and foundational content. Recognizing this,youllcraft individualized strategies by:

• Building a messaging strategy that helps our top clients think holistically about our business, and where value can be added to their business.

• Formulate customized content leaning on each messaging strategy and being mindful of the audience being targeted and how our deliverables need to be different for executives, buyers, and users.

• Understanding the best time to use various marketing formats, and how to get things done effectively to keep driving towards account business goals.

Tracking Progress Against Business Goals

Some of our tracking processes, especially around influencing deals, are manual, andthatsok.Youlltrack progression of the opportunities won by:

• Collaborating with demand generation, business development teams, as well as sellers and sales operations toshowcaseprogress against goals.

• We have an influenced and a sourced goal, and we need todemonstratethatwerelaser focused on these targets 6 both for our business partners, and for the enterprise product marketing team at large (aswereall rowing in the same direction).

• This includes making informed decisions based on data to adjust programming as needed to maximize our return on investment.

Additional Criteria

• The ideal candidate should have 5-8 years of experience in B2B marketing, with a focus on financial services, fintech, or enterprise solutions.

• The position requires strong relationship-building, stakeholder management skills, excellent project management, organizational, and communication abilities.

• Candidates should be comfortable working cross-functionally and influencing without direct authority and possess an analytical mindset to connect marketing activity to commercial outcomes.

• The role emphasizes a collaborative, fast-paced environment and supports a culture of accountability and transparency across the enterprise product marketing team.

Hybrid Work Environment: This position is based in our Chicago office and requires a 4-day-per-week onsite presence as part of our hybrid work model.

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health

  • 100% 401k match up to 6% of salary

  • Stock Ownership Potential

  • Company provided life insurance - 1x salary + commission

• Physical Health

  • Comprehensive health benefits(medical/dental/vision)including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plansand coverages

  • Additional medical Wellness Incentives - up to $300-$600 annual

  • Company-provided long- and short-termdisabilityinsurance

• Emotional Health

  • Trust-Based Time Off

  • 6-week Paid Sabbatical Program

  • 6-Week Paid Family Caregiving Leave

  • Competitive 8-24 Week Paid Parental Leave

  • Adoption Assistance

  • Leadership Coaching & FormalMentorshipOpportunities

  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

  • Tuition Reimbursement

• Social Health

  • Charitable Matching Gifts program

  • Dollars for Doers volunteer program

  • Paid volunteering days

  • 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

Inclusive of annual base salary and target incentive

Morningstars hybrid work environment gives you the opportunity to collaborate in-person each week as weve found that were at our best when were purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, youll have tools and resources to engage meaningfully with your global colleagues.