Client Account Executive, Mid-Market

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
• Collaborate cross-functionally to support account growth and issue resolution
• Maintain accurate pipeline tracking, account plans and forecasting

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

Pay

Total Target Cash Compensation (Base Salary + Incentive): $115,925-$177,758.33

Schedule

Morningstar offers a hybrid work environment with four days in-office each week.

Benefits

• Financial Health: 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 annually
• Company-provided long- and short-term disability insurance
• Emotional Health: 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
• Social Health: Charitable Matching Gifts program, Dollars for Doers volunteer program, Paid volunteering days, 15+ Employee Resource & Affinity Groups