Morningstar, Inc.
From Morningstar, Inc.'s careers page
Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.
The Role: Help prospective clients find the right next step with Morningstar.
Help prospective clients find the right next step with Morningstar. As a Sales Development Representative (SDR), you’ll turn interest from marketing campaigns into qualified sales conversations by understanding each prospect’s business needs. You’ll work with marketing and sales colleagues to improve outreach and give account executives the context they need to continue those conversations.
You’ll build your product knowledge and sales skills through prospect research, outreach, and feedback on what works.
This role requires four days a week in our Chicago office and is an immediate hire role.
Handle and qualify all Marketing Qualified Leads (MQLs) provided by the marketing team within predetermined Service Levels Agreements (SLAs).
Conduct proactive outbound prospecting, including cold calling potential Morningstar Prospects, to identify new business opportunities and generate interest in Morningstar solutions.
Engage with leads via phone calls, emails, and LinkedIn to understand their needs and pain points.
Develop early-stage opportunities through follow-up conversations. Arrange meetings and product demonstrations with account executives or sales managers, sharing the prospect’s needs and conversation history.
Keep prospect records and next steps current in the CRM so sales colleagues can pick up the conversation without losing context.
Support outbound sales campaigns as needed, adapting your outreach to each prospect’s business challenges.
Track calls, emails, meetings set, and opportunities generated. Review conversion rates, outreach results, and pipeline growth to identify where the qualification process could improve.
Share feedback with marketing on lead quality and campaign results. Use what you learn about Morningstar’s products, industry trends, and competitor offerings to make your conversations more useful to prospects.
Internship-2 years of experience in customer-facing roles, sales, or business development; experience in business-to-business (B2B) or software-as-a-service (SaaS) settings is preferred.
A bachelor’s degree is required. Business, Marketing, Communications, or a related field is preferred.
Clear written and verbal communication, with the ability to listen closely and ask questions that uncover a prospect’s needs.
The ability to manage several prospect conversations, prioritize follow-ups, and meet agreed response times.
Familiarity with CRM tools, such as Salesforce, and sales engagement platforms, plus the ability to use lead and outreach data to improve your approach.
Morningstar’s Business Development & Sales group helps financial professionals build their businesses and provide better outcomes for investors.
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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
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