Pre-Sales Consultant

The Group:

The Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group’s product management, product development and product success teams, collaborate to help provide clients with relevant products and bundled solutions through a seamless pre-sales experience and frictionless implementation.

The Role:

The Pre-Sales Consultant will partner with our Sales, Products, Technology, and Research teams to ensure that Morningstar's solutions are designed effectively combining Morningstar capabilities in a scalable and sustainable way to meet our clients' business needs and requirements. Their primary responsibility is to understand the client's business needs, challenges, and objectives, and then recommend and demonstrate appropriate solutions. This role will also require, to collect and translate market needs into product ideas to present to the Product Management team:

Responsibilities: To support and consult the sales team to be successful, by defining the business value of Morningstar solutions through tasks including the following:

• Client Need Analysis:

  • Collaborate with clients to understand their business processes, goals, and challenges.

  • Conduct in-depth needs analysis to identify areas where the client can benefit from a particular solution.

• Solution Design:

  • Design and propose solutions that meet the client's requirements and align with their business objectives.

  • Work closely with the sales team to create compelling proposals and presentations.

• Product Knowledge:

  • Develop a deep understanding of the products or services offered by the company.

  • Stay up to date on industry trends and competitor offerings to provide informed recommendations.

• Requirements Gathering:

  • Work closely with clients to gather and document detailed requirements for the implementation of the solution.

  • Communicate these requirements effectively to internal teams involved in the implementation process.

• Collaboration with Sales:

  • Partner with the sales team to understand sales goals and strategies.

  • Provide pre-sales support by addressing technical and functional queries from potential clients.

• Customer Relationship Management:

  • Act as a liaison between the client and internal teams to ensure smooth communication and project success.

• Feedback Loop:

  • Gather feedback from clients during discovery process to continuously improve solutions and services.

  • Provide feedback to the product development team based on client experiences and needs.

• Project Management:

  • Manage the list of opportunities proactively and define priorities to assist our clients and account managers.

  • Work with IC to ensure that implementations are executed smoothly and within the agreed timelines.

Requirements:

• Excellent writing, communication, problem solving, organizational, and analytical skills.

• Ability to work independently and manage competing priorities and deadlines.

• Highly motivated and eager to learn, with a strong ability to adapt and thrive in a fast-paced environment.

• A friendly professional demeanor and ability to excel in a highly collaborative team environment.

• Familiarity with Morningstar products and capabilities.

• A bachelor’s degree is required. MBA or CFA is a plus.

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health
  • 75% 401k match up to 7%
  • Stock Ownership Potential
  • Company provided life insurance - 1x salary commission
• Physical Health
  • 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
• Emotional Health
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Education Stipend
  • Tuition Reimbursement
• Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15 Employee Resource & Affinity Groups

Base Salary Compensation Range

Total Cash Compensation Range

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.