Sales Engineer

Overview

Morningstar’s Global Marketing Operations team is hiring a Technical Program Manager to lead large, complex, cross‑functional programs across marketing technology, data, AI, workflow automation, and go‑to‑market operations. This is a highly visible role that connects strategy, systems, and execution, ensuring teams move faster, collaborate smarter, and deliver measurable business impact across the full buyer journey.

• Program & Portfolio Leadership
  • Lead end‑to‑end planning, execution, and delivery of complex technology, data, and AI programs that support growth marketing and global operations
  • Own the MKOPs portfolio projects in Asana: streamline intake, automate workflows, optimize templates, and maintain dashboards that keep priorities and risks visible
  • Establish program structure, scope, milestones, KPIs, and stakeholder forums that drive clarity and accountability
  • Facilitate ongoing portfolio, roadmap, and executive status reviews to maintain alignment and unblock teams
• Marketing + Sales Alignment (Funnel, Workflow, Data)
  • Drive cross‑functional programs that strengthen alignment between marketing and sales, including lifecycle definitions, routing logic, qualification criteria, lead scoring, and opportunity metadata
  • Ensure system, workflow, and AI enhancements support shared funnel KPIs, improved handoffs, and consistent reporting across teams
  • Translate joint marketing‑sales requirements into CRM, automation, data model, and workflow changes that support faster follow‑up and more reliable performance insights
• Operating Model, Governance & Change Management
  • Establish light, scalable governance for AI, data, and martech initiatives, including decision frameworks, RACI, standards, and human‑in‑the‑loop checkpoints
  • Mature MKOPs portfolio project intake, prioritization, and allocation processes to ensure predictable planning across BU work and platform work
  • Lead cross‑team decision‑making to resolve upstream and downstream blockers related to data, workflow, and system ownership
  • Develop documentation, training, and adoption plans that ensure new capabilities land successfully and consistently across global teams
• Measurement & Performance Tracking
  • Define program KPIs and build scorecards that connect technology and AI investments to funnel outcomes, efficiency improvements, and execution quality
  • Publish executive‑ready updates that provide transparent visibility into progress, risks, decisions, and business impact
• Vendor & Budget Stewardship
  • Support build‑vs‑buy decisions for martech and AI capabilities
  • Manage vendor evaluations, renewals, QBRs, license optimization, and value realization
  • Track program budgets, forecasts, and utilization in partnership with Finance and Procurement

• 5‑8+ years in Technical Program Management, Product Management, or similar technical leadership roles in marketing, technology, or data‑oriented organizations
• Demonstrated success leading complex, cross‑functional programs that deliver scalable martech, data, or AI solutions from concept through adoption
• Deep understanding of marketing technology ecosystems (CRM, CDP, MA, personalization, analytics, AI/ML) and ability to translate business strategy into technical requirements
• Hands‑on experience managing workflows, automations, dashboards, and portfolio structures in Asana (strongly preferred)
• Strong communication, stakeholder management, and executive influencing skills across technical and non‑technical audiences
• Excellent analytical and problem‑solving capabilities; comfortable interpreting data to inform decisions and evaluate pilots
• Proven ability to drive change management, adoption, and behavior change across large, distributed teams
• Highly organized, detail‑oriented, and comfortable managing multiple programs in fast‑paced environments

This role is at the center of how Morningstar marketing evolves, connecting strategy, systems, data, and people to accelerate growth, improve alignment with sales, scale execution, and build a smarter, AI‑enabled marketing operating system.

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