The Responsibilities:
• Exceed revenue targets.
• Uncover client business needs and work with Client Solutions and Products teams to identify the optimal solution.
• Establish and build key C-suite client relationships and act as a Morningstar ambassador in the client’s enterprise.
• Proactively uncover cross sell and upsell opportunities within assigned territory (or client base) with a hunter mindset.
• Forecast and proactively uncover sales opportunities with clients and prospects.
• Build a deep understanding of our clients’ businesses and deliver a high level of customer centricity.
• Implement account strategies by building relationships with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams.
• Work well within a team-based sales framework that includes strong collaboration with sales specialists, pre-sales consultants, and product leaders to execute on growth and retention strategies within the client accounts.
• Develop and maintain sales forecasting, pipeline activity and opportunity progression all within SalesForce.