Morningstar’s Business Development & Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: Advisor, Asset Management, Retirement, Redistributor, and Commodities & Energy.
Software Sales Engineers on the Mid-Market Accounts sales team help generate revenue for Morningstar by facilitating successful trials and demos of our more complex software solutions, in tandem with our Business Development Executives and Client Account Executives. This role is responsible for Morningstar Office and Morningstar Direct. This person will master both the Office and Direct platforms, and be able to align those solutions’ capabilities with client needs in a proactive way. This position requires intermittent travel and is based in our Chicago office.
Run successful trials of Morningstar Direct and Morningstar Office with Mid-Market Accounts sales representatives by aligning client needs to product capabilities
Conduct custom demos of Morningstar Direct and Morningstar Office with Mid-Market Accounts sales representatives
Progress and advance these opportunities to closure
Key performance indicators will include, but not be limited to, number of demos and trial conversion rates
Follow established sales operations processes and guidelines to enable accurate and timely assessments of product sales performance
Collaborate with Product and Marketing on product roadmap, segment analysis, competitive positioning, and client feedback
Mentor and coach other sales and customer success team members on key messaging and value proposition for Morningstar Office and Morningstar Direct
A bachelor’s degree
A minimum of two years of financial technology experience, with a confirmed record of client service success
Experience working directly with Morningstar Office and/or Morningstar Direct highly preferred
Knowledge of competitive landscape a plus
Excellent listening, communication, and relationship-building skills
A creative approach to problem-solving
Alignment with Morningstar’s core values and mission to empower investor success