Mid-Market Client Account Executive – Hybrid (Chicago)

Morningstar; Chicago (IL); Hybrid; USD 116,000 - 178,000; Full time

Benefits offered by this job

401k match

Stock ownership potential

Health benefits

Hybrid work

Sabbatical program

Job summary

Morningstar is seeking a Client Account Executive for the Mid-Market segment in Chicago. You will manage a portfolio of Advisor, Asset Management, and Institutional clients, driving retention and revenue growth through consultative selling and strategic expansion.

This quota-carrying, client-facing role requires strong account management, pipeline discipline, and collaboration with Customer Success and cross-functional teams to deliver client outcomes.

Qualifications

• Bachelor’s degree required.
• 3+ years of financial services sales experience with a strong track record of sales and/or account management.
• Strong consultative selling, prospecting, and pipeline management skills.
• Excellent listening, communication, negotiation, and relationship-building skills.
• Direct exposure to the financial marketplace or investment markets is desirable; comfortable with technology, data, and software.

Responsibilities

• Act as the primary point of contact for a dedicated portfolio of clients via meetings, phone, or email.
• Manage and grow a book-of-business across Advisor, Asset Management, and Institutional clients.
• Drive retention and account expansion opportunities.
• Lead client engagements including meetings, reviews, and solution demonstrations.
• Achieve sales and retention targets while acting as a trusted advisor to clients.
• Own full sales cycle for expansion opportunities.
• Collaborate with Customer Success and cross-functional teams to strategize retention and growth.

Skills

Consultative selling

Account management

Pipeline management

Relationship-building

Negotiation

Communication

Education

Bachelor’s degree

Job description

Morningstar is seeking a Client Account Executive for the Mid-Market segment in Chicago. You will manage a portfolio of Advisor, Asset Management, and Institutional clients, driving retention and revenue growth through consultative selling and strategic expansion.

This quota-carrying, client-facing role requires strong account management, pipeline discipline, and collaboration with Customer Success and cross-functional teams to deliver client outcomes.