Global Sales Executive

• Own and expand a global portfolio of top‑tier strategic accounts driving renewals identifying whitespace and executing growth initiatives that increase share of wallet and overall client footprint.
• Cultivate strong trust‑based executive relationships across complex global organizations to deepen partnerships unlock new opportunities across the Sustainalytics portfolio and enable cross‑selling across the broader Morningstar ecosystem.
• Develop and execute strategic account plans aligned with global sales objectives working closely with UK and regional partners to ensure coordinated global coverage and a seamless client experience.
• Serve as the voice of the client delivering structured insights and market feedback to Product Solutions ESG Research and Data teams to ensure our offerings evolve with client needs.
• Drive sales excellence and operational rigor ensuring disciplined pipeline management accurate forecasting and strong CRM hygiene within Salesforce.
• Partner with Client Success Operations and Support to ensure smooth onboarding an outstanding client experience and the adoption of best practices across the global account base.
• Lead strategic negotiations for renewals and expansions while maintaining pricing discipline commercial consistency and long‑term partnership value.
• Champion Morningstar's sales methodology promoting thoughtful account planning disciplined territory management and best‑in‑class relationship management practices.
• Contribute to a culture of collaboration and performance mentoring peers and influencing broader sales behaviors with or without direct managerial responsibility.
• Represent Morningstar Sustainalytics externally through client engagements thought leadership and participation in industry forums-particularly on ESG sustainability data and market trends.

• 10+ years of progressive sales and/or account management experience within financial services data research analytics or adjacent sectors.
• Proven track record of exceeding revenue renewal and growth targets particularly within complex global or enterprise accounts.
• Deep knowledge of ESG and sustainability data trends and how global investors asset managers and corporates incorporate ESG insights into decision‑making.
• Exceptional communication and presentation skills with the ability to influence senior stakeholders and articulate compelling value propositions.
• Demonstrated success collaborating across global cross‑functional teams including sales product operations and technical groups.
• Strong strategic thinking commercial acumen and long‑range planning capabilities.
• Highly organized with excellent time management prioritization and multitasking skills in a fast‑paced environment.
• Proficiency in Salesforce Excel PowerPoint and related productivity tools.
• Bachelor's degree required; MBA CFA CAIA or similar credentials are a strong plus.
• Willingness to travel up to 25%.

• Strategic Relationship Building - Builds deep multi‑threaded relationships across global client organizations.
• Commercial Drive & Execution - Maintains relentless focus on results revenue growth and uncovering new opportunities.
• Global Collaboration - Works seamlessly across regions and time zones ensuring alignment with cross‑functional partners.
• Client‑Centric Mindset - Anticipates client needs listens actively and translates insights into strategic action.
• Influence & Negotiation - Navigates complex negotiations with confidence driving mutually beneficial outcomes.
• ESG Market Fluency - Understands the evolving ESG landscape and links client workflows to our data and research offerings.
• Operational Excellence - Upholds high standards in forecasting planning CRM discipline and sales process execution.
• Adaptability & Resilience - Thrives amid change adjusting quickly to evolving client and market dynamics.

• Financial Health
  
  • 100% 401k match up to 6% of salary
  • 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-$2000 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 Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  • Tuition Reimbursement
• Social Health
  
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

What We Do

At Morningstar we believe in building great products in-house in a highly collaborative agile environment where we focus on technical excellence the user experience and continuous improvement. Our technologists represent a range of skills and experience levels but they all view their work as a craft and push technology’s boundaries.

Why Work With Us

Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020 we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!

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