Top Sales Jobs

Participate in Morningstar's sales internship cohort: build lead lists using LinkedIn and CRM, assist with outreach emails and call scripts, shadow SDRs and sales reps, and contribute to projects improving sales processes and client engagement.

Manage and grow a defined Americas territory by generating pipeline, closing new business, and expanding existing accounts. Own full sales cycle, partner with client success and product teams, represent the company at events, and maintain ESG market and regulatory awareness to drive consultative, value-based sales.

Support managed-portfolio sales by maintaining CRM and sales data quality, building and uplifting dashboards, coordinating sales/marketing operations, managing client agreements and RFPs, documenting workflows, and driving AI/tool adoption to boost sales productivity and reporting accuracy.

Lead pricing discovery and structure medium-to-high complexity EMEA deals, drive Rate Card adoption, coach sales on negotiation, support deal analytics, and coordinate cross-functional commercial initiatives.

Lead and expand relationships with strategic institutional clients, develop and execute account plans, coordinate cross-functional engagement, identify business opportunities, represent the firm at meetings/events, and maintain account data and pipeline in Salesforce to drive adoption of Morningstar DBRS ratings.

Support global demand generation by administering Salesforce and Pardot, maintaining contact data integrity, cleansing and segmenting contact databases, supporting outbound marketing campaigns, analyzing campaign performance, and leading projects to automate workflows and produce reports that demonstrate business impact.

Lead and expand a global portfolio of strategic enterprise accounts for ESG data, research, and ratings. Drive renewals, identify expansion opportunities, coordinate global account strategies, influence product direction with client insights, and ensure disciplined pipeline management and CRM hygiene. Mentor peers and represent the company externally on ESG topics.

Senior institutional software sales role focused on growing Morningstar Direct in Canada. Responsibilities include prospecting, account expansion, product demonstrations, forecasting, pipeline management in Salesforce, negotiating and closing deals, and collaborating with Business Development, Client Solutions, Product, and Marketing teams. Requires relationship building, consultative selling, and travel to major Canadian cities (~30%).

Build and manage a defined book of financial advisors to drive revenue and pipeline growth. Use CRM to document prospecting, deliver advisor-facing presentations, design client-specific cases, and collaborate with investment and portfolio specialists. Represent the firm in virtual and in-person meetings and partner with the Divisional Sales Director on territory coverage.

Sell Morningstar Managed Portfolios to independent broker-dealer advisors and RIAs across the Pacific Northwest. Build and maintain advisor relationships, run group and one-on-one meetings, follow up on leads with internal sales consultants, strategically manage territory, and use Salesforce to track and drive sales results.