Client Account Executive at Morningstar

| Chicago
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The Group:  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 and Asset Management.

 

The Role: Morningstar's Advisor Solutions unit is creating a new client-facing sales team that will be focused on enhancing our clients’ overall experience and driving value that leads to upsells, expansion into other areas of an account, and customer satisfaction. We are looking for a high energy, enthusiastic sales-minded individual to join this new sales-focused Client Account Executive team based in Chicago. We are looking for someone who is motivated, goal-oriented, results-driven, and inspired to manage a portfolio of assigned customers, develop new business from existing clients and actively seek expansion opportunities to grow overall client revenue. This is a quota-carrying role where you will make a visible impact within our organization. This is a true career opportunity with tremendous professional and financial upside. Success in this role will require performance management to drive both client and company results, industry expertise and acumen, and the ability to thrive in a high growth and fast paced company environment. This position is based in our Chicago office.

 

Responsibilities

  • Act as the primary point of contact and business partner for a dedicated portfolio of Morningstar’s advisor and institutional clients via in-person meetings, phone and/or email.
  • Identify growth opportunities regionally to expand existing user base within portfolio of accounts.
  • Achieve sales and retention goals measured quarterly while providing excellent service to clients.
  • Conduct client demonstration sessions designed to highlight how Morningstar’s software and data solutions addresses the needs of the account and individual end users with a consultative approach.
  • Work collaboratively with a designated Business Development Executive(s) and Customer Success Manager(s) to strategize on account retention and growth opportunities.
  • Go above and beyond to ensure customer satisfaction with quarterly business reviews and continual product education.
  • Efficiently and thoroughly manage your pipeline and oversee the end to end sales cycle.

 

Qualifications

  • Have 3+ years of consistent achievement of sales goals in a large geographic territory.
  • Are a highly motivated self-starter with strong organizational skills.
  • Possess the drive and willingness to exceed expectations with a strong work ethic.
  • Pursue a consultative selling approach and strong interpersonal, relationship management skills.
  • Engage in strategic and creative thinking that enables you to understand industry and customer trends and apply those insights to deliver business results.
  • Have an entrepreneurial spirit and creativity that sparks your capacity for building and growing business.
  • Demonstrate the ability to work well with members on your team through collaboration and sharing of learned insights.
  • Must have strong written and verbal communication skills.
  • Should be familiar with and interested in financial markets or services, particularly investing.

 

Requirements

  • A bachelor’s degree is required.
  • Minimum of 3 years of sales or account management experience.
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Technology we use

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Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Morningstar Benefits Overview

Morningstar is proud to offer a comprehensive benefits package to eligible, full-time employees in the United States who work a minimum of 30 hours per week. Our benefits are designed to invest in your -- and your family's well-being, including investments in your health and financial future.

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity manifesto
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Employee Assistance Program
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
The safety of our employees is very important to us. We have been operating remotely due to COVID-19.
Family Medical Leave
Adoption Assistance
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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