Senior Pre-Sales Consultant

About Morningstar:
Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
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 Senior Pre-Sales Consultant plays a critical role in supporting the sales team to win new business by providing technical expertise, delivering product demonstrations, and designing solutions that align with customer needs. Acting as a bridge between sales and product teams, this role ensures proposed solutions are technically viable and meet client requirements. Using a consultative approach, you will help clients connect the dots across Morningstar's ecosystem to create meaningful value.
Key Objectives:

• Understand Customer Needs: Assess the customer's business goals, pain points, and challenges.
• Provide Technical Expertise: Demonstrate how Morningstar's products and services address specific client needs.
• Tailor Solutions: Design and present solutions that align with requirements and leverage the Morningstar ecosystem.
• Build Trust and Credibility: Establish confidence in Morningstar's ability to deliver impactful solutions.
• Support Sales Team: Offer technical support throughout all stages of the sales cycle.

Responsibilities:

• Client Engagement: Lead strategic client engagements, working with key stakeholders to understand business objectives and challenges. Conduct comprehensive needs analyses to identify opportunities for advanced solutions.
• Solution Design: Develop complex, innovative solutions that meet client requirements and align with industry best practices and Morningstar technologies. Provide guidance to clients and internal teams.
• Product Development Feedback: Share insights with product teams based on client experiences and market trends to drive product enhancements.
• Requirements Gathering: Collaborate with clients to document detailed implementation requirements and communicate effectively with internal teams.
• Leadership and Mentorship: Mentor junior consultants, fostering a culture of collaboration and continuous improvement.
• Technical Leadership: Serve as a technical authority across a broad range of products and services in client and internal discussions.
• Sales Support: Partner with the sales team to develop and execute strategic plans. Participate in high-level client discussions to address complex technical and business challenges.
• Project Oversight: Ensure successful solution implementation, meeting timelines and exceeding client expectations.
• Strategic Planning: Contribute to consulting team strategies and initiatives, aligning services with overall company goals.

Requirements
+ Fluency in any other European language is a plus
+ Excellent writing, communication, problem solving, organizational, and analytical skills
+ Ability to work independently and manage competing priorities and deadlines
+ A friendly professional demeanor and ability to excel in a highly collaborative team environment
+ Familiarity with Morningstar products and capabilities is a plus
+ A bachelor's degree is required. MBA or CFA is a plus
Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us
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.
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