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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.

Own operations and governance for enterprise planning platforms (budgeting, forecasting, workforce and compensation planning). Lead requirements gathering, solution design, enhancements, integrations, testing, deployments, production support, and user adoption. Partner with Finance, People & Culture, Technology, and vendors to drive platform roadmap, controls, documentation, and training to improve planning, reporting, and process efficiency.

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.

Lead revenue growth and expand Morningstar Direct adoption within strategic institutional accounts. Build stakeholder relationships, identify and close upsell opportunities (including Report Distribution), create account growth plans, forecast pipeline, deliver product demonstrations, and document activities in SFDC. Role requires collaboration with SVPs and ~30% travel; based in Chicago.

Support global demand generation teams by administering Salesforce and Pardot, maintaining contact data integrity, configuring marketing automation, running data ingestions and validations, segmenting and cleansing databases, supporting outbound campaigns, analyzing results, managing multiple projects, and building reports to demonstrate business impact.

Support senior Business Development team across North America by managing client relationships, preparing for meetings and contract renewals, conducting market and competitor research, maintaining Salesforce CRM data and reports, coordinating billing with finance, supporting marketing and events, and contributing to process improvements and special projects.

Perform credit analysis and financial statement review for North American corporate real estate issuers; maintain financial models; prepare credit rating reports, committee materials, and industry research; support lead analysts, develop legal documentation knowledge, communicate with clients, and comply with regulatory and internal policies.

Lead end-to-end recruiting for senior and leadership roles, partnering with business leaders and P&C to provide talent advisory, market mapping, proactive sourcing, candidate assessment, and onboarding support. Drive hiring strategy, structured interviewing, recruiting metrics, and process improvements while ensuring strong candidate experience and operational rigor across ATS and recruiting workflows.