Sales Training & Enablement Program Director

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Job Summary: 
We are looking for a talented Sales Training and Enablement Program Director to focus on shaping the next generation of services to drive sales enablement for Morningstar, Inc. This person will be the true owner of Morningstar’s sales enablement; creating a vision and providing hands-on development all the way through to execution. This role is critical to insuring that Morningstar maintains a competitive edge by building training and readiness that supports our global sellers. 

As an innovator in the financial services industry, Morningstar has a 30+ 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. 

Morningstar has an extensive roadmap of new software solutions coming to market and we need a Sales Training and Enablement Program Director who can help our sales and service teams prepare for these product launches. The success of these launches will be measured through closed sales and our clients’ successful onboarding and implementation of these solutions. To achieve these goals our sales and services associates need training on these products; this includes educating on our value proposition, the target client personas, the use cases and the appropriate questions to ask that will uncover opportunities to position these solutions. r

Qualified candidates must have a task-oriented and delivery mindset, be responsible for assisting in planning, strategy, design, development and management of role-focused curricula for key sales initiatives. This includes managing stakeholder expectations and communications. 

This position will require significant multi-tasking and willingness to take on various sales training and support responsibilities. This role will require moderate travel to execute the program, observe best practices and iterate for continuous improvement in the program. 

Responsibilities: 
• Development and maintenance of key training programs for Morningstar’s salesforce that sells into the institutional and advisory space. 
• Consult with Chief Revenue Office, Head of Global Sales Enablement, and Senior Sales Managers to identify/prioritize the top sales enablement requirements. 
• Collaborate with Product Marketing, Product Management, Client Solutions and other groups to develop and deliver appropriate enablement content. 
• Define and publish learning paths and execution guidance for multiple client types and multiple buyer types within our client organizations. 
• Design and implement training content, tools, and assessments for knowledge transfer and on-going development. 
• Deliver new training curricula and oversee the rollout of the content through others. 
• Work with sales tools including SFDC and Tableau to direct teams to create meaningful dashboards and reports on the progress of initiatives, with a focus on ROI. 

Qualifications and Experience: 
• Bachelor’s Degree required. 
• 10+ years of work experience. 
• 5+ years of experience in creating, leading and improving product training programs that focus on field sales, channel sales and inside sales enablement. 
• Previous direct sales experience is preferred. In-depth and proven knowledge and skills building long term selling relationships. 
• Strong passion and commitment for adult learning 
• Strong and proven sales coaching skills and abilities; professional certification a plus. 
• Demonstrated experience in managing or participating in the end-to-end instructional design, process-based methodology (analysis, design, development and delivery) to create curriculum delivered in multiple modes (WBT, ILT, Blended). 
• Proven ability to give or facilitate live instructor-led sales training (on product, process, or skills related training topics). 
• Personality, confidence, and polish to engage upstream with sales executives, downstream with the field, and across business units with Marketing, Product Management and other groups within the company. 
• Ability to influence and gain acceptance from others on initiatives. 
• Ability to think strategically yet is grounded in the tactical execution of his or her vision. Someone who blends technical aptitude with business savvy and has demonstrated success managing complex projects from start to finish. 
• Excellent project management and organizational skills. 
• Understanding of enterprise sales processes and sales practices within the financial and technology industries. 
• Fast thinking, able to autonomously build organization-wide sales training program with minimal direction. 
• Intermediate skills in the use of MS PowerPoint, Rapid Development Software (Captivate, Articulate Storyline etc.). 
• Solid aptitude for learning new systems and tools. 
• Experience with multi-channel distribution – VAD, VAR, SI/SP in mature and emerging markets. 
• Dynamic and proven presentation and written communication skills are a must. 
• Experience that demonstrates the ability to develop a strong level of expertise required to sell Morningstar product and services. 
• Experience in sales methodologies and a quota-carrying sales background is highly desired. 

Morningstar is an equal opportunity employer. 

 

 

001_MstarInc Morningstar Inc. Legal Entity

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Technology we use

  • Engineering
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • 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
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.
Diversity
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
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
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
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
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
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
Office Perks
Commuter benefits
Company-sponsored outings
Some meals provided
Company-sponsored happy hours
Onsite office parking
Recreational clubs
Fitness stipend
Professional Development
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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