About the Role
Morningstar's mission is to empower investor success. Our Sales organization plays a critical role in connecting prospective clients with the insights, technology, and solutions that help them make better investment decisions. The Sales Development team is a key driver of growth, serving as the first point of engagement for potential clients and creating qualified opportunities that fuel our commercial success.
We are seeking an SDR Manager to lead, develop, and scale a high-performing team of Sales Development Representatives. This individual will be responsible for driving outbound lead generation efforts, coaching and developing talent, optimizing sales development processes, and ensuring the team consistently delivers qualified pipeline opportunities for our sales
organization.
Reporting to the Global Head of SDR and Inside Sales, this role will partner closely with Sales, Marketing, Revenue Operations, and other commercial stakeholders to execute lead generation strategies, improve team performance, and contribute to Morningstar's growth objectives. The ideal candidate is a strong people leader with a passion for coaching, data-driven decision-making, and building scalable sales development programs.
Responsibilities
- Hire, onboard, train, and develo Sales Development Representatives, building a high-performing and engaged team focused on achieving pipeline generation goals.
- Provide ongoing coaching, feedback, and performance management to help team members maximize productivity, develop professionally, and advance their careers.
- Foster a collaborative, accountable, and positive team culture that encourages continuous improvement and strong results.
- Design and execute outbound prospecting and lead generation strategies that drive qualified opportunities for the sales organization.
- Partner closely with Marketing and Sales teams to align lead generation activities, campaign execution, and target account strategies.
- Develop, refine, and maintain outreach best practices, including call scripts, email messaging, prospecting cadences, and sales engagement resources.
- Track, analyze, and communicate key performance metrics such as outreach activity, response rates, meetings scheduled, opportunity creation, and pipeline contribution.
- Establish individual and team goals that align with broader organizational objectives and ensure accountability through ongoing performance tracking.
- Identify performance gaps and implement structured coaching and improvement plans to drive measurable results.
- Leverage CRM and sales engagement technologies to improve workflow efficiency, reporting accuracy, and team productivity.
- Continuously evaluate processes, tools, and data to identify opportunities for operational improvements and enhanced lead conversion outcomes.
- Collaborate with Revenue Operations and commercial stakeholders to improve reporting, forecasting, territory execution, and process scalability.
- Provide regular updates to leadership regarding team performance, pipeline generation, and key business insights.
- Share market feedback, prospect trends, and customer insights gathered through outreach efforts to help inform commercial and marketing strategies.
Qualifications
- Bachelor's degree required.
- 2-3+ years of leadership experience in sales development, inside sales, business development, or a related commercial function. For internal Morningstar candidates, 2+ years of sales and/or relevant SDR experience is required.
- Demonstrated success leading, coaching, and developing high-performing sales or SDR teams.
- Strong understanding of outbound prospecting, lead generation, qualification methodologies, and pipeline development strategies.
- Experience partnering cross-functionally with Sales, Marketing, and Operations teams to achieve shared business objectives.
- Proven ability to analyze performance metrics, identify trends, and use data to drive decision-making and process improvements.
- Experience using CRM and sales engagement platforms such as Salesforce, HubSpot, Outreach, Salesloft, or similar technologies.
- Excellent verbal and written communication skills with the ability to influence stakeholders and motivate teams.
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
- Results-oriented mindset with a passion for coaching, continuous improvement, and operational excellence.
- Ability to inspire, motivate, and develop individuals while holding teams accountable to ambitious performance goals.
- Self-starter with strong problem-solving skills, attention to detail, and a commitment to achieving business outcomes.
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
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-$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 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
Total Cash Compensation Range
$115,925.00-177,758.33Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.
001_MstarInc Morningstar Inc. Legal EntitySkills Required
- Bachelor’s degree
- 2–3+ years of leadership experience in sales development, inside sales, business development, or a related commercial function
- Internal candidates must have 2+ years of sales and/or relevant SDR experience
- Experience leading, coaching, and developing high-performing sales or SDR teams
- Understanding of outbound prospecting, lead generation, qualification methodologies, and pipeline development strategies
- Experience partnering with Sales, Marketing, and Operations teams
- Ability to analyze performance metrics and use data for decision-making and process improvements
- Experience using CRM and sales engagement platforms such as Salesforce, HubSpot, Outreach, Salesloft, or similar
- Excellent verbal and written communication skills
- Strong organizational skills and ability to manage multiple priorities
- Results-oriented mindset with a passion for coaching, continuous improvement, and operational excellence
- Ability to inspire, motivate, develop individuals, and hold teams accountable
- Self-starter with strong problem-solving skills, attention to detail, and commitment to business outcomes
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time-off policies include flexible PTO and a paid sabbatical every four years, often highlighted as a standout perk. Feedback suggests this structure supports strong work–life balance and meaningful breaks.
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Parental & Family Support — Policies advertise a global minimum of 16 weeks for primary caregivers, up to 8 weeks for secondary caregivers, and at least six weeks of paid caregiving leave. These offerings signal above-average support for family and caregiving needs.
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Retirement Support — Retirement programs feature employer 401(k) contributions/matching, with some postings citing a 75% match on up to 7% of pay. Feedback suggests these offerings are a strong pillar of the package.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Morningstar Teams
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
