The Role
The Sr. Technical Product Manager, GTM Systems oversees platform management, prioritizes product roadmaps, and enhances operational efficiency through stakeholder collaboration and AI integration.
Summary Generated by Built In
About the Role
Revenue Operations is responsible for driving financial success through creating, maintaining, and continually improving the operations, platforms, and intelligence that support our go-to-market teams. This team works cross-functionally with Marketing, Sales, Customer Success, Finance, and Enterprise Technology, ensuring efficiency and accuracy throughout the customer journey, from lead generation to revenue recognition. As a Sr Technical Product Manager, GTM Systems, you will manage the platform as a product, partnering with stakeholders to understand internal customer needs, prioritize features, and ensure the delivery of innovative solutions. Using your understanding of business processes, enterprise tools, automation, and integrated systems, you will maintain a roadmap of enhancements that drive measurable business outcomes.
Primary Job Responsibilities
Skills and Qualifications
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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Revenue Operations is responsible for driving financial success through creating, maintaining, and continually improving the operations, platforms, and intelligence that support our go-to-market teams. This team works cross-functionally with Marketing, Sales, Customer Success, Finance, and Enterprise Technology, ensuring efficiency and accuracy throughout the customer journey, from lead generation to revenue recognition. As a Sr Technical Product Manager, GTM Systems, you will manage the platform as a product, partnering with stakeholders to understand internal customer needs, prioritize features, and ensure the delivery of innovative solutions. Using your understanding of business processes, enterprise tools, automation, and integrated systems, you will maintain a roadmap of enhancements that drive measurable business outcomes.
Primary Job Responsibilities
- Customer Understanding: Deeply understand the needs, pain points, and workflows of internal customers to drive operational efficiency and improved business outcomes.
- Platform as a Product: Own and prioritize the roadmap and product strategy for your platform, ensuring it delivers value, aligns with compliance requirements, and supports GTM strategy.
- Functional Specifications: Develop detailed functional specifications for tool, workflow, and data changes in partnership with Technical Product Managers, Business Analysts, and system administrators.
- Product Requirement Documentation: Write and maintain clear, concise PRDs that align stakeholders and guide development.
- Operational Expertise: Identify opportunities for process and policy improvements in your domain and incorporate them into the roadmap for scalable, efficient operations.
- Ensure platform changes align with audit, compliance, and financial reporting requirements. Identify risks early and build mitigation strategies into the roadmap.
- AI Enablement & Innovation: Identify, evaluate, and lead AI-driven initiatives that enhance operational efficiency, forecasting, workflow optimization, and development productivity. Translate emerging AI capabilities into practical, measurable business outcomes.
- Define and enforce data standards, validation rules, and governance practices to ensure accuracy, compliance, and consistency across platforms.
- Continuously assess system and workflow scalability. Proactively redesign processes to support business growth, evolving GTM strategies, and increasing transaction volume.
- Partner with Engineering and RevOps to design scalable integrations across Salesforce, CPQ, Billing, ERP, and other GTM systems. Ensure architectural decisions support long-term maintainability and growth.
- Metrics Orientation: Define and track KPIs, engagement, and usage metrics to measure impact and inform prioritization.
- Stakeholder Alignment: Facilitate prioritization and trade-off decisions across Marketing, Sales, Customer Success, and Finance stakeholders.
- Industry Trends: Stay current on tools, best practices, and GTM trends relevant to your platform to inform strategy and roadmap.
Skills and Qualifications
- 7+ years of experience in product management, business process improvement, or a related field.
- Bachelor's degree in computer science, engineering, math, finance, or related background.
- Familiarity with core GTM platforms (e.g., Salesforce, MAP, CPQ, billing, ERP) depending on domain.
- Experience applying product management methodology: discovery, customer interviews, establishing customer-centric requirements, and writing functional design documentation.
- Experience taking a product from conception & definition phase through engineering design, all the way to market
- Experience working within technical teams, delivering software products and features using agile methodologies
- Strong analytical and problem-solving skills with a focus on measurable outcomes.
- Experience leveraging AI to enhance product and development workflows and efficiencies.
- Experience with product management tools (e.g., JIRA, Confluence, Aha!).
- Ability to collaborate with cross-functional teams (RevOps, Engineering, Finance, GTM leaders) to deliver innovative solutions.
- Excellent stakeholder alignment and influence skills.
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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Skills Required
- 7+ years of experience in product management or related field
- Bachelor's degree in computer science, engineering, math, finance, or related background
- Familiarity with core GTM platforms such as Salesforce, MAP, CPQ, billing, ERP
- Experience applying product management methodology and writing functional design documentation
- Experience working within technical teams and delivering software products using agile methodologies
- Strong analytical and problem-solving skills focusing on measurable outcomes
- Experience leveraging AI to enhance product development workflows
- Ability to collaborate with cross-functional teams
- Excellent stakeholder alignment and influence skills
What the Team is Saying
Anna
Team Lead of Software Engineering
Upasna
Software Engineer, Data Collections - AI R&D
Saurabh
Senior Software Engineer
Wendell
Head of Sales, Institutional Equity Research
Raaghavendar
Associate Software Engineer
Jeff
Head of Technology and Product
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time away options include a paid six‑week sabbatical every four years and flexible time off in North America, with broad usage reported in 2024. Feedback suggests these programs are a distinctive strength by market standards.
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Parental & Family Support — A global minimum beginning in 2025 provides at least 16 weeks paid leave for primary caregivers and up to 8 weeks for secondary caregivers, plus at least 6 weeks paid caregiving leave. This breadth positions family support as a clear pillar of the package.
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Equity Value & Accessibility — An optional Shared Ownership program lets employees direct part of a bonus into RSUs with a 50% company match. This structure adds a notable long‑term ownership component to total rewards.
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The Company
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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Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
3 days a week
