Client Account Executive — Hybrid, Mid‑Market Sales

Morningstar; Chicago (IL); On-site; USD 115,925 - 177,758; Full time

Benefits offered by this job

Stock Ownership Potential

100% 401k match up to 6%

Company provided life insurance

Comprehensive health benefits

Sabbatical Program

Paid parental leave

Tuition Reimbursement

Volunteer days

Job summary

Morningstar in Chicago is seeking a Client Account Executive for its Enterprise Mid-Market Sales team. You will own a portfolio of Advisor, Asset Management, and Institutional clients, driving revenue growth and client retention through consultative selling and strong relationship management.

The role requires travel within the territory, a Bachelor’s degree, 3+ years of financial services sales, and the ability to lead full sales cycles and solution demonstrations.

Qualifications

• 3+ years of financial services sales with proven sales/account management success.
• Strong consultative selling, prospecting, and pipeline management skills.
• Excellent listening, communication, negotiation, and relationship-building abilities.

Responsibilities

• Act as the primary contact and business partner for a dedicated portfolio of Morningstar’s Advisor, Asset Management, and Institutional clients via in-person meetings, phone and/or email.
• Manage and grow a book-of-business of diverse client relationships.
• Drive retention and account expansion opportunities.
• Lead client engagements including meetings, reviews, and solution demonstrations.
• Own full sales cycle for expansion opportunities and forecast pipeline.
• Deliver against revenue and retention targets while providing excellent service to clients.
• Partner with Customer Success to drive adoption and client outcomes.

Skills

Consultative selling

Account management

Relationship building

Negotiation

Sales forecasting

Education

Bachelor's degree

Tools

Salesforce

Job description

Morningstar in Chicago is seeking a Client Account Executive for its Enterprise Mid-Market Sales team. You will own a portfolio of Advisor, Asset Management, and Institutional clients, driving revenue growth and client retention through consultative selling and strong relationship management.

The role requires travel within the territory, a Bachelor’s degree, 3+ years of financial services sales, and the ability to lead full sales cycles and solution demonstrations.