Senior Marketing Manager, Strategic Account Marketing

MorningstarChicago, IL
$95,275 - $139,742Hybrid

About The Position

The enterprise strategic account marketing team builds a custom (1:1) marketing strategy for top clients that aligns with enterprise product-related account goals. This team thinks holistically about each book of business in terms of the known and prospective executives, buyers, and users that need to be influenced to grow wallet share. The team is agile, client-obsessed, takes ownership, and is empathetic. Each marketing manager on this team will partner with a strategic account executive (SAE) and their account team members to ensure that we’re accelerating business together with rigor, across enterprise products. The expectation is that you will become a critical player in the account coverage team for assigned clients. The primary function of this role, as the marketing expert amongst a team of business development and success leads, will be to work directly with the coverage team of each selected client to build a deep understanding of each client, formulate an effective approach to influence and source revenue, and then sell it to the coverage team speaking in their terms to gain buy-in. To find success in this role, each team member will work with field marketing, demand generation, and customer marketing, to develop and deploy thoughtful campaigns that effectively meet executives, buyers, and users where they are in their journey with Morningstar. This role will also involve collecting and translating market needs and socializing those regularly with enterprise product marketing colleagues.

Requirements

  • 5-8 years of experience in B2B marketing, with a focus on financial services, fintech, or enterprise solutions.
  • Strong relationship-building skills.
  • Strong stakeholder management skills.
  • Excellent project management abilities.
  • Excellent organizational abilities.
  • Excellent communication abilities.
  • Comfortable working cross-functionally.
  • Comfortable influencing without direct authority.
  • Possess an analytical mindset to connect marketing activity to commercial outcomes.

Nice To Haves

  • Product marketers will be our centralized source of truth for message maps, roadmaps, and foundational content.

Responsibilities

  • Manage several books of business, primarily covering clients that have signed a “marketing agreement” with us that enables our team to deploy marketing to their end advisors.
  • Develop an omni-channel set of marketing activations to promote how Morningstar can help them from a workflow perspective to solve their needs.
  • Build an account coverage sheet outlining the enterprise account team along with their responsibilities.
  • Create a marketing plan for each client, following our standardized template.
  • Make the call on when things merit less or more attention aligned to deal size, and / or potential barriers.
  • Have the ability to “sell through” marketing ideas to sales, to progress something ahead thoughtfully, while reaching consensus.
  • Build a relationship with sellers by building trust, coming prepared, and studying each client before coming to the table.
  • Build a messaging strategy that helps our top clients think holistically about our business, and where value can be added to their business.
  • Formulate customized content leaning on each messaging strategy and being mindful of the audience being targeted and how our deliverables need to be different for executives, buyers, and users.
  • Understand the best time to use various marketing formats, and how to get things done effectively to keep driving towards account business goals.
  • Collaborate with demand generation, business development teams, as well as sellers and sales operations to showcase progress against goals.
  • Make informed decisions based on data to adjust programming as needed to maximize our return on investment.

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
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