Senior Sales Executive

Senior Sales Executive Morningstar
• Greater London, Greater London, United Kingdom

This job is with Morningstar, an inclusive employer and a member of my Gwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.

• Manage and grow a portfolio
  : ensure strong relationships and consistent value delivery.
• Develop new business opportunities
  : expanding our presence and acquiring new clients.
• Account Management & Growth
  :
  Own and expand your book of business, exceeding sales targets through a focus on both new client acquisition and enhancing existing relationships.
• Proactive Client Engagement
  :
  Take a hands-on approach in managing your accounts, minimizing cancellations, and ensuring long-term client value and satisfaction.
• Contract Management
  :
  Oversee contracts for new and renewal business, working closely with internal stakeholders to ensure a timely and smooth process.
• Collaborative Teamwork
  :
  Partner with sales professionals, product management, Pre-Sales, after‑sales consultants, and support teams to deliver exceptional solutions for clients.
• Sales Forecasting & Reporting
  :
  Maintain accurate and timely sales forecasts using Salesforce CRM, ensuring visibility and alignment across the organization.
• Client Success
  :
  Leverage Morningstar products and expertise to provide tailored solutions that empower your clients to succeed.

• 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.
• Creative & Strategic Thinker
  :
  Strong business instincts, innovative mindset, and a natural ability to drive change and results.
• Entrepreneurial Spirit
  :
  Proactively engage with internal teams to develop strategic client partnerships and support business growth.

• Degree or equivalent with a financial or analytical discipline preferred.
• Candidates should have 3-5 years of selling Financial Data solutions ideally from a provider such as Factset, FE Fundinfo, ICE Data Services or LSEG.
• Experience of selling into a wide range of institutional clients. Buy and Sell side, Data Vendors and Media.
• Proven track record of exceeding prior targets.
• Hands‑on, organized individual who can build long‑term client relationships.
• Strong leadership, long‑range planning, and time‑management skills are essential.
• Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
• Comfortable working in a high‑performance team environment and the ability to work independently with limited oversight.
• A naturally charismatic person who can bring others along easily with them.
• Strong business instincts, good judgment, and creative mindset.
• Impeccable character with high ethical and quality standards

Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success.

GBP 79,.00

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