Client Account Executive, Mid-Market

Morningstar•Chicago, IL

8d•$115,925 - $177,758•Hybrid

About The Position

Morningstar's Enterprise Mid-Market Sales team is focused on enhancing our clients’ overall experience and driving value that leads to client retention, account expansion, and client satisfaction. As a Client Account Executive, we are looking for an enthusiastic sales-minded individual to grow overall client revenue in their own territory running a portfolio of assigned clients. Effective Client Account Executives are motivated, goal-oriented, results-driven, and inspired to manage overall client relationships, develop new business from existing accounts while actively seeking expansion opportunities to grow overall client revenue. This is a quota-carrying, client-facing role requiring strong consultative selling, account management, and leadership capabilities. Success in this role will require performance management to drive client results, industry expertise and acumen, and the ability to thrive in a high growth and fast paced environment. You will use your knowledge of consultative selling, pipeline management, and account/territory planning to uncover business drivers leading to preferred client outcomes and company results. This position requires client-facing travel within an assigned territory and is based in our Chicago office, reporting directly to our Head of Sales, Mid-Market.

Requirements

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
Alignment with Morningstar’s core values and mission to empower investor success

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

Benefits

100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups