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Enterprise Web • Fintech • Financial Services
The VP of Business Development will grow revenue by building client relationships and managing sales strategies for Morningstar Direct, focusing on acquiring new clients and expanding services in existing accounts. Responsibilities include exceeding targets, forecasting opportunities, and maintaining pipeline activity.
Top Skills:
Salesforce
Enterprise Web • Fintech • Financial Services
The Sales Director will drive sales in Morningstar's Index business, exceeding revenue targets and building client relationships in asset management.
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CRM
Enterprise Web • Fintech • Financial Services
Lead and grow strategic client relationships in Wealth and Asset Management, exceed sales targets, and ensure client satisfaction with Morningstar's solutions.
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CRM
Enterprise Web • Fintech • Financial Services
The Pre-Sales Consultant will support the global index sales team, manage RFP responses, improve sales processes, and enhance operational excellence.
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Morningstar DataMorningstar DirectSalesforce
Enterprise Web • Fintech • Financial Services
The Sales Executive will manage and grow a portfolio of Mid-Market client accounts, develop new opportunities, and ensure customer satisfaction while surpassing sales targets.
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Salesforce CRM
Enterprise Web • Fintech • Financial Services
The role involves driving business development in ESG sales, nurturing client relationships, managing a sales pipeline, and representing the company in events.
Enterprise Web • Fintech • Financial Services
The Sales Manager drives business growth by building relationships with clients in the ESG sector, managing a Book of Business, and implementing sales strategies.
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EsgFinancial ServicesInvestment SolutionsSales Strategy
Enterprise Web • Fintech • Financial Services
The Sales Development Representative qualifies and manages marketing leads, schedules meetings, and reports on lead metrics while collaborating with sales and marketing teams.
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HubspotOutreachSalesforceSalesloft
Enterprise Web • Fintech • Financial Services
Responsible for launching and managing an innovative software product in the Japanese financial advisor market, while developing strategies and educating clients.
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Consultant ToolsCrm SoftwareFinancial ProductsMarket Analysis Software
Enterprise Web • Fintech • Financial Services
The VP of Business Development is responsible for growing revenue, building client relationships, and increasing adoption of Morningstar Direct across key strategic accounts, with a focus on exceeding targets and developing growth plans.
Top Skills:
Crm SystemsMorningstar Direct
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