Regional Account Manager, Mid-Market Accounts

| Chicago
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
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 Mid-Market Accounts team is looking for a high energy, enthusiastic sales-minded person to join our sales-focused Regional Account Manager team. Regional Account Managers are responsible for enhancing our Advisor Workstation clients' overall experience and driving value that leads to upsells, expansion into other areas of an account, and customer satisfaction. We are looking for someone who is motivated, goal-oriented, results-focused, and inspired to develop a portfolio of assigned customers, foster 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 an evident 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.
Job Responsibilities• Act as the primary point of contact and business partner for a dedicated portfolio of Morningstar's Advisor Workstation clients via web 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 of Advisor Workstation designed to highlight how Morningstar's software and data solutions addresses the needs of the account and end users with a consultative approach.• Work collaboratively across the Mid-Market Accounts team to strategize on account retention and growth opportunities.• Go above and beyond to ensure customer satisfaction.• Efficiently and thoroughly develop your pipeline and manage the end to end sales cycle.
Qualifications• Have least 2 years of sales/account management experience with proven success in achieving goals.• 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 teamwork and sharing of learned insights.• Must have strong written and verbal communication and interpersonal skills.• Should be familiar with and interested in financial markets or services, particularly investing.
Requirements
A bachelor's degree is required.
001_MstarInc Morningstar Inc. Legal Entity
Read Full Job Description
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • MariaDBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

An Insider's view of Morningstar

What does your typical day look like?

Every day is a little different. Our team is focused on POC (Proof of Concepts). My work involves problem-solving, development and software design. I work on the Data collections team, currently most of this involves, on a high level, automating the process currently used to collect data from raw sources through Machine Learning.

Upasna

Software Engineer, Data Collections - AI R&D

How does the company support your career growth?

We believe in promoting from within, based on previous impact to the team. Whenever possible, we will stretch our employees to take on expanded roles that aligns with the career progression they are interested in.

Jeff

Head of Technology and Product

What are Morningstar Perks + Benefits

Morningstar Benefits Overview

At Morningstar, your contributions have meaning and can drive change. Across our 27 offices worldwide, we’ve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do. It’s all in the name of empowering investors. 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
Morningstar encourages our colleagues to become involved in their communities, by providing paid time off for volunteer activities.
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
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
Morningstar encourages unconscious bias training for all employees, especially managers and hiring personal. We believe that by raising awareness of bias we can decrease its effects.
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)
Morningstar offers two Flexible Spending Accounts (FSA)— one for healthcare expenses and one for dependent care expenses. You may enroll in both $ determine the contribution amount.
Disability Insurance
Dental Benefits
Our dental plan covers 100% of preventive services, 80% of basic services, and 50% of major services.
Vision Benefits
With Morningstar's vision benefits you can get an annual eye exam with an in-network provider with just a $10 copay.
Health Insurance Benefits
Morningstar continues to offer the choice of two medical plans—the Savings Plan and the Classic Plan. Both are administered by Blue Cross and Blue Shield of Illinois (BCBS).
Life Insurance
Morningstar offers 4 tiers of life insurance that offer varying benefits. Basic Life insurance is equal to 1 times an employee's annual salary.
Wellness Programs
Mental Health Benefits
Our insurance covers 80% on in-network mental health services. Our Employee Assistance Program provides no-cost, confidential, 24-hour counseling on a wide variety of issues.
Retirement & Stock Options Benefits
401(K)
Take advantage of a number of Morningstar tools to help you manage your 401(k) account and your finances, including Morningstar Retirement Manager, available to you at no cost.
401(K) Matching
Morningstar provides employees with a 401(k) matching plan managed. We match $0.75 for every dollar contributed, up to a maximum of 7% of employee pay contributed to the plan each pay period.
Company Equity
Morningstar’s global employee equity benefit, Shared Ownership, enables you to take a portion of your bonus payout and exchange it for RSUs, with Morningstar providing an additional 50% match.
Employee Stock Purchase Plan
Colleagues who exceed their performance goals substantially may be eligible for Impact RSU Awards as an additional reward on top of their cash bonus/commission award.
Performance Bonus
Match charitable contributions
Morningstar's Matching GIfts program will match your charitable giving up to the local currency equivalent of $500 USD per calendar year.
Child Care & Parental Leave Benefits
Child Care Benefits
Morningstar offers the option of in-home child and elder care, in addition to the existing day care center back-up care benefit.
Generous Parental Leave
Morningstar has a global minimum of 6 weeks paid time-off to bond with new family members. This benefit applies to all individuals equally, including birth mothers, fathers, adoptive parents.
Flexible Work Schedule
Morningstar provides employees with a flexible work schedule that includes Summer hours, Work from home, Flexible start and end times.
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
Eligible employees may take up to 12 weeks of job-protected, unpaid leave per year for certain specified reasons, and up to a total of 26 workweeks of leave to care for a family member.
Adoption Assistance
We reimburse up to 80% for eligible adoption expenses, up to $4,000 per adoption, in addition to a minimum of 6 weeks paid time off.
Return-to-work program post parental leave
Company sponsored family events
Morningstar sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Our employees receive 2 days per year of paid volunteer time.
Sabbatical
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Some Meals Provided
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
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.

More Jobs at Morningstar157 open jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
HR + Recruiting
Internships
Legal
Marketing
Operations
Product
Project Mgmt
Sales
Content
Finance
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Design + UX
new
Chicago
Operations
new
Chicago
Operations
new
Chicago
Design + UX
new
Chicago
Marketing
new
Chicago
Operations
new
Chicago
Developer
new
Chicago
HR + Recruiting
new
Chicago
Finance
new
Chicago
Marketing
new
Chicago
Developer
new
Chicago
Data + Analytics
new
Chicago
Design + UX
new
Chicago
Operations
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Marketing
new
Chicago
Data + Analytics
new
Chicago
Marketing
new
Chicago
Developer
new
Chicago
Marketing
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Sales
new
Chicago
Finance
new
Chicago
Sales
new
Chicago
Data + Analytics
new
Chicago
Finance
new
Chicago
Finance
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Design + UX
new
Chicago
Design + UX
new
Chicago
Finance
new
Chicago
Operations
new
Chicago
Operations
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Product
new
Chicago
Project Mgmt
new
Chicago
Operations
new
Chicago
Data + Analytics
new
Chicago
Project Mgmt
new
Chicago
Project Mgmt
new
Chicago
Data + Analytics
new
Chicago
Internships
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Design + UX
new
Chicago
Marketing
new
Chicago
Internships
new
Chicago
Finance
new
Chicago
Project Mgmt
new
Chicago
Project Mgmt
new
Chicago
Project Mgmt
new
Chicago
Project Mgmt
new
Chicago
Operations
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Data + Analytics
new
Chicago
Operations
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Finance
new
Chicago
Data + Analytics
new
Chicago
Finance
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Product
new
Chicago
Operations
new
Chicago
Sales
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
HR + Recruiting
new
Chicago
Project Mgmt
new
Chicago
Data + Analytics
new
Chicago
Sales
new
Chicago
Project Mgmt
new
Chicago
Data + Analytics
new
Chicago
Project Mgmt
new
Chicago
HR + Recruiting
new
Chicago
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView Morningstar's full profileSee more Morningstar jobs