Pre-Sales Consultant

Posted 13 Days Ago
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London, Greater London, England
Hybrid
Mid level
Enterprise Web • Fintech • Financial Services
The Role
The Pre-Sales Consultant will support the global index sales team, manage RFP responses, improve sales processes, and enhance operational excellence.
Summary Generated by Built In

The Group:
Morningstar Indexes provides indexing solutions to measure and benchmark markets and asset classes around the world and offers a broad suite of global equity, bond, and asset allocation indexes. Morningstar Indexes are designed to help investors at every stage of the investment process--market monitoring, benchmarking, asset allocation, and portfolio construction. Global asset managers use Morningstar's strategic beta indexes, which are based on proprietary research, to create investment solutions to meet investor goals.
The Role:
The Indexes Sales Operational team seeks an enthusiastic, results-driven, and experienced pre-sales consultant who is passionate about providing world-class pre-sales support to our global index sales team. You will service and support external and internal clients. In this role, you will interact with clients, sales, marketing, product management, and technology teams. A successful Pre Sales Consultant will have a strong client-centric mindset, a data-driven approach to continuous process improvement, a focus on operational excellence, and experience leading training and projects. The role is based in our Chicago office or London office.
Responsibilities• Be a process owner and subject matter expert under the Pre-Sales function, such as pre-sales analytics support & client presentation deck preparation.• Handle pre-sales queries daily to provide accurate and timely responses to our internal partners.• Assist in responding to requests for proposals (RFPs) and due diligence questionnaires (DDQs) and managing Morningstar Indexes' RFP and DDQ response process.• Coordinate with Product Management, Operations, and prospective clients to launch and operationalize Morningstar Indexes.• Contribute to process documentation and knowledge articles related to pre-sales service.• Initiate and execute ideas to improve the sales operation process and the enablement resource.• Participate in and lead global projects to improve and support the growth of the Indexes business.• Utilize Morningstar software to compare our Index offerings to competitors as required.• Support business development and product management teams for client meeting preparation as required.• Be creative and work with Index Technology within Morningstar to automate manual tasks and streamline reporting processes.• Manage and improve Index AUM tracking process and reporting.
Qualifications• Bachelor's degree• At least 3-4 years of professional work experience, ideally in a client-facing role within the finance industry• Project management experience• A great team player• Strong interpersonal skills and works well cross-functionally and globally• Excellent communication skills, both verbally and in writing• Enjoys problem-solving and making improvements• Self-motivated, accountable, and willing to take ownership of new responsibilities• Knowledge of Indexes, Salesforce, Morningstar Direct, and Morningstar Data a plus• Interested in learning more about Indexes and passive investing
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.
001_MstarInc Morningstar Inc. Legal Entity

Top Skills

Morningstar Data
Morningstar Direct
Salesforce

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The Company
HQ: Chicago, IL
12,700 Employees
Hybrid Workplace
Year Founded: 1984

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
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Amsterdam, NL
Bangkok, TH
Cape Town, ZA
Dubai, Dubai
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London, GB
Madrid, ES
Mexico City, Mexico City
Milano, IT
Navi Mumbai, Maharashtra
New York, NY
Oakland, MD
Oslo, NO
Paris, FR
São Paulo, São Paulo
PitchBook US Headquarters
Stockholm, SE
Tokyo, JP
Toronto, ON
Toronto, Ontario
Zürich, CH
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