Sales Enablement Specialist, Technology Training and Adoption at Morningstar (Chicago, IL)

| Chicago | Hybrid
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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, Asset Management, Retirement, Redistributor, and Commodities & Energy.
The Role: In this role, you'll design and deliver actionable learning plans to our sales and customer success teams, enabling them to leverage our technology stack to manage their territory assignments, sell Morningstar products and provide world class support to clients. You'll work closely with senior Sales Excellence, Marketing and Sales Management stakeholders to confirm and prioritize training and then design, develop and implement scalable programs to meet learning objectives. Programs will be measurable and tied to strategic corporate initiatives. This position is located in our Chicago office.
Job Responsibilities
  • Develop a comprehensive business plan to drive adoption and best use of technology for each learner audience including Strategic Account Executives, Mid-Market Accounts (MMA), Specialists, Client Advisors and Customer Success Managers (CSMs).
  • Take inventory of existing curriculum, identify gaps and develop missing content.
  • Collaborate with Sales Excellence, Corporate Systems and Marketing to create and deliver training programs including onboarding, new software solutions, new sales organization processes and significant enhancements to existing software tools.
  • Lead successful new technology deployments: define success, establish metrics, develop, prepare and deliver programs, track & measure progress and then iterate to improve ongoing enablement. Where appropriate, identify change management needs and lead those efforts.
  • Evaluate new technology solutions to facilitate enablement and adoption.
  • Advocate for sales and customer success learner needs for continuous development.
  • Collaborate with sellers, client advisors and customer success managers on account management, providing expertise where technology may identify gaps in the sales process. Offer consultation where appropriate.
  • Drive overall technology adoption as a key metric for success.
  • Collaborate with Sales Excellence and Sales Management to ensure consistent messaging to client facing teams and to promote the proper use and adoption of technology.
  • Collect, interpret and analyze data and report on training program effectiveness. Adjust programs as needed.
  • Identify ways to automate and/or streamline manual processes; partner with other internal teams to optimize cross-functional workflows.
  • Collaborate with Sales Excellence and Corporate Systems on new technology updates, process updates, etc. to provide guidance of downstream impacts to users.
  • Be resourceful to learn and master technologies that support Morningstar Sales and Customer Success.
  • Partner with technology vendors to maintain ongoing relationships and to maximize platform functionality.

  • Bachelor's degree required.
  • 5+ years professional experience; technology enablement and training, sales training and development, financial services, technology sales, technology support, sales experience preferred.
  • 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.
  • Proven experience working directly with leadership and key stakeholders
  • Strong client focus and ability to quickly and effectively build and sustain relationships to establish trust.
  • Experience using Salesforce or a similar Client Relationship Management system for a large enterprise (500+) organization is a requirement.
  • Experience leveraging digital adoption platform learning capabilities like WalkMe or Salesforce In-App guidance is preferred.
  • Effective presentation skills to groups of all levels via virtual classroom and in person.
  • Excellent interpersonal skills across all levels in the organization.
  • Strong verbal and written communication skills.
  • Strong project management skills with demonstrated ability to manage multiple projects/priorities.
  • Strong skills in MS Office, Excel, Powerpoint, Visio/Flow Chart applications and the ability to learn additional programs as needed. Experience using Salesforce, Tableau, Gong, CPQ Eloqua and Engage preferred but not required.

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.
001_MstarInc Morningstar Inc. Legal Entity
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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.


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.


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.

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
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
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.
Dedicated diversity and inclusion staff
Mandated 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
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 insurance
Our dental plan covers 100% of preventive services, 80% of basic services, and 50% of major services.
Vision insurance
With Morningstar's vision benefits you can get an annual eye exam with an in-network provider with just a $10 copay.
Health insurance
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.
Financial & Retirement
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
Charitable contribution matching
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
Childcare 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.
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.
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Some meals provided
Company-sponsored happy hours
Onsite office parking
Recreational clubs
Fitness stipend
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Continuing education available during work hours
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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