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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%).

Design, develop, and maintain cloud-native features and APIs, ensuring performance and scalability. Write clean, tested code, optimize systems, document changes, and collaborate with product, QA, and senior engineers within Agile/Scrum processes.

Lead and manage a CMBS credit ratings team, act as lead analyst on CMBS transactions, evaluate credit risk and cash flows across property types, present recommendations to senior committee, oversee reports and regulatory disclosures, train staff, and manage client communications.

Lead analyst for project and infrastructure finance transactions, assessing creditworthiness, performing financial statement analysis and modelling, drafting credit reports and committee materials, managing issuer and banker relationships, producing topical research, and representing the firm externally.

Lead global product management and design for Morningstar Individual Investor products (web, mobile, generative AI). Own roadmap, OKRs, and cross-functional partnerships (Engineering, Editorial, Marketing, Ad Sales). Drive user research, testing, agile delivery, competitive analysis, and product-driven growth. Build and coach high-performing teams, define success metrics, and integrate generative AI to improve personalized investing experiences and business outcomes.

Lead investor outreach and relationship development across Europe to deepen engagement with MDBRS ratings, research, and products. Drive coverage strategy, run investor-focused initiatives and events, track CRM engagement, gather investor feedback, and collaborate with marketing, BD, and analytical teams to increase demand for MDBRS services.

Build and maintain full-stack web applications using Vue.js/Nuxt 3, TypeScript, Node.js, and AWS. Implement SSR, reusable components, Node APIs and integrations with headless CMS and third-party platforms. Contribute to AI-enabled marketing workflows, performance, accessibility, SEO, testing, monitoring, and troubleshoot across browsers, APIs, CMS, and cloud infrastructure. Participate in code reviews, documentation, and cross-functional planning.

Own and expand a portfolio of EMEA mid-market financial clients by selling Morningstar enterprise data, analytics, research and index solutions. Generate new business, manage contracts and renewals, maintain forecasts in Salesforce, collaborate with product/pre-sales/after-sales teams, represent the company at industry events, and consistently exceed sales targets while ensuring client retention and satisfaction.

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.

Lead end-to-end digital design across web platforms, design systems, and data visualizations. Collaborate with product, marketing, and engineering; apply AI-enabled workflows to accelerate design; present and defend solutions; mentor peers; incorporate brand standards and accessibility; and deliver user-centered B2B experiences.