Sales Executive

The Group: Morningstar's EMEA Mid-Market Sales team is an exciting new team at the forefront of helping clients strengthen and growth their businesses by delivering solutions that empower their success. Focused on small to medium-sized client accounts with untapped growth potential, we work across diverse client segments including Asset Management, Wealth Management, Banks, Financial Advisory, Retirement, and FinTech's. The Group constructs impactful client solutions leveraging Morningstar's market leading Data & Analytics, Research and Indexes.
The Role:
We are seeking a dynamic and results-driven Sales Professional to grow our business with Mid-Market client accounts in Germany, Switzerland and Austria. We will consider candidates from Frankfurt, Zurich, or London.
In this role you will:
Take ownership of a portfolio of Mid-Market client accounts across Germany, Switzerland and Austria with significant growth potential, creating strong client relationships by articulating Morningstar's value proposition across a broad range of Morningstar's Enterprise products.
Develop new business opportunities with new clients, expanding our footprint within the territory.
This is an exciting opportunity for someone with a deep understanding of the financial industry, market trends and client requirements. You will play a pivotal role in building and nurturing relationships with financial organizations ripe for growth, at both decision-making and user levels.
Key Responsibilities:- Drive Account Growth: Take ownership of your book of business, surpassing sales targets by acquiring new clients and deepening relationships with existing ones.- Engage Clients Proactively: Manage accounts with a hands-on approach, maximizing revenue retention while ensuring clients receive long-term value and satisfaction.- Contract Management: Oversee the contracting process for new sales and renewals, collaborating with internal teams to ensure timely client execution.- Collaborative Teamwork: Work closely with wider sales colleagues, product management, pre-sales, after-sales consultants, and support teams to deliver integrated solutions for your clients.- Sales Forecasting & Reporting: Use Salesforce CRM to maintain accurate sales forecasts, ensuring alignment and transparency across the organization.- Industry Events: Represent Morningstar at prominent industry events, raising awareness and showcasing our solutions to generate new pipeline.
What We Are Looking For?

• Self-Starter & Quick Learner: You thrive in a fast-paced, ever-changing environment and are driven to exceed expectations.
• Strong Networking Skills: You know how to build meaningful relationships and leverage them to create new business opportunities.
• Client-Centric Approach: You're highly organized and passionate about cultivating long-term, successful client partnerships.
• Leadership & Vision: Excellent at long-range planning, time management, and providing guidance to both clients and colleagues.
• Effective Communicator: Exceptional verbal and written communication skills, with the ability to deliver persuasive and professional presentations.
• Team-Oriented & Independent: You excel in high-performance environments and can work autonomously when needed.
• Charismatic & Influential: You inspire others and bring them along with your vision and enthusiasm.
• Entrepreneurial & Strategic Thinker: Strong business instincts, innovative mindset, and a natural ability to drive change and results.

Requirements:

• Degree or equivalent with a financial or analytical discipline preferred.
• Candidates should have 3+ years of selling Market Data solutions ideally from a provider such as Bloomberg, Refinitiv or Factset.
• Fluency in German & English. Excellent written and verbal communication skills in both languages.
• Proficient in selling to multiple financial industry segments and uncovering client challenges. Experience working with Asset Managers and Wealth Managers in Germany & Switzerland preferable.
• Proven track record of exceeding prior targets.
• Ability to effectively manage competing priorities to maximise sales and retention.
• Excellent verbal and written communication abilities to deliver professional and persuasive presentations and create client rapport.
• Strong business instincts, good judgment, and creative mindset.
• Impeccable character with high ethical and quality standards
• High attention to detail, inquisitive and eager to learn.

Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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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