Strategic Client Growth Executive

Morningstar, Inc.; Chicago (IL); On-site; USD 115,000 - 178,000; Full time

Benefits offered by this job

401k match

Stock ownership potential

Life insurance

Job summary

Morningstar, Inc. is seeking a Client Account Executive in Chicago to grow revenue within a portfolio of advisor, asset management, and institutional clients. You will own the full sales cycle, conduct meetings and demonstrations, and partner with Customer Success to drive adoption and retention.

The role requires 3+ years in financial services sales, strong consultative selling, and excellent communication skills. This position is based in our Chicago office with client-facing travel expected.

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, as is a comfort level with technology, data, and software.

Responsibilities

• Act as the primary point of 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.
• Achieve sales and retention goals while acting as a trusted advisor to clients.
• Own full sales cycle for expansion opportunities.
• Deliver against revenue and retention targets measured quarterly while providing excellent service to clients.
• Partner with Customer Success to drive adoption and client outcomes.
• Work collaboratively with a designated Business Development Executive, Software Sales Engineer, and Customer Success Manager to strategize on account retention and growth opportunities.
• Align client needs to Morningstar solutions through consultative selling.
• Collaborate cross-functionally to support account growth and issue resolution.
• Maintain accurate pipeline tracking, account plans and forecasting.

Skills

Sales experience

Account management

Consultative selling

Prospecting

Pipeline management

Listening

Communication

Negotiation

Relationship-building

Education

Bachelor's degree required

Job description

Morningstar, Inc. is seeking a Client Account Executive in Chicago to grow revenue within a portfolio of advisor, asset management, and institutional clients. You will own the full sales cycle, conduct meetings and demonstrations, and partner with Customer Success to drive adoption and retention.

The role requires 3+ years in financial services sales, strong consultative selling, and excellent communication skills. This position is based in our Chicago office with client-facing travel expected.