ESG Sales Enablement Program Manager
About the Role
We are looking for a talented Sales Enablement Program Manager who will focus on developing and delivering enablement for our client facing colleagues in our Sustainalytics business unit and general ESG enablement for our sales organization. Sustainable investing is a key Morningstar strategic initiative and this role is critical to ensure we maintain a competitive advantage by building a program that enables and elevates the ESG skill set of our global sales, client advisory and customer success teams.
As an innovator in the financial services industry, Morningstar has a 35+ year history developing best in class products that help investors reach their financials goals. We define investors as individuals as well as the financial advisors and institutions that serve investors. We are committed to helping this entire investment community by providing the data, research, software and services that best meet their needs.
In 2020, Morningstar and Sustainalytics came together as one firm. We now have an extensive sustainable investing roadmap that includes integrating our data, software and research solutions. We need an experienced and passionate Sales Enablement owner who will elevate the client facing skills of our sales, client advisory and customer success teams and prepare them to sell our expanded ESG product suite.
Increasing our ESG solution pipeline and expanding client relationships are among the areas where this role will have direct impact. To achieve our goals client facing associates need training on our products; this includes educating on our value proposition, the target client personas, the use cases and client discovery that will uncover opportunities to position our ESG solutions.
Reporting to the Head of Sales Enablement & Talent Development, the ESG Sales Enablement Program Manager will partner with stakeholders across the organization to design, develop and execute impactful ESG focused programs. This role will grow individual capabilities and build organizational knowledge specifically around our ESG capabilities that are delivered and supported through our global sales, customer success and client advisory teams. This role will elevate our client facing team's ability to expand and enhance the way they engage with clients.
Our ideal candidate is passionate about enabling client facing teams and is also well informed on sustainable investing and understands Morningstar's company objectives to suggest and implement an industry leading ESG enablement program. Candidates who will excel in this role hold excellent organizational skills and an ability to interact with and motivate team members across a diverse and complex organization. This position is based out of our Chicago or London office.
Job Responsibilities• Develop a full spectrum of training curriculum appropriate for our global Sustainalytics Client Relations team; this includes taking inventory of existing curriculum, identifying gaps and developing missing content.• Be a key stakeholder in the delivery of training programs including onboarding, new go-to-market solutions, significant methodology changes and enhancements to existing solutions as it relates to our global Sustainalytics client relations team.• Partner with senior leaders to identify overall ESG training needs across Morningstar's client facing teams, specifically related to client relationships and sales goals. Establish evaluation metrics.• Collaborate with Sellers, Client Advisors and Customer Success Managers on account plans, providing expertise where ESG solutions may match client needs. Offer coaching where appropriate.• Report on training program effectiveness and adjust programs as needed.• Be resourceful to learn and master the complexities of the industry that Morningstar serves.
Qualifications• Bachelor's degree required• 7+ years in financial services. Experience in the following would be supportive of this role: sustainable investing, sales, sales enablement, training, development and coaching.• Proven experience in a training role with the ability to manage the full training cycle.• A desire to work directly with individuals and in team environments.• Strong client focus and ability to quickly and effectively build and sustain relationships to establish trust.• Experience using a Learning Management System (LMS) preferred.• Experience using Salesforce or other sales enablement tools preferred.• Effective presentation skills to groups of all levels via virtual classroom and in person.• Excellent interpersonal and communication skills across all levels in the organization.• Strong project management skills with demonstrated ability to manage multiple projects/priorities.• Strong skills in MS Office and the ability to learn additional programs as needed.
Morningstar employees are required to be fully vaccinated or submit to regular testing to work in any office. Morningstar's vaccine policy may be modified to comply with evolving legal requirements and other changing circumstances.
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