Morningstar

Morningstar

Global Sales Executive

New York

Sponsorship not specified$170k-$204kDetected 30 days ago
SalesforceCRMSalesAccount ManagementPipeline ManagementNegotiationForecastingExcelResearchLeadershipCommunicationCollaborationTime ManagementMentoringAdaptabilityOrganizational SkillsMicrosoft OfficeCFA

About the role

  • The Global Sales Director will play a critical role in growing our share of wallet, expanding our global footprint, and deepening long‑term partnerships across an established and high‑potential portfolio.

Responsibilities

  • Own and expand a global portfolio of top‑tier strategic accounts, driving renewals, identifying whitespace, and executing growth initiatives that increase share of wallet and overall client footprint.
  • Drive sales excellence and operational rigor, ensuring disciplined pipeline management, accurate forecasting, and strong CRM hygiene within Salesforce.
  • Partner with Client Success, Operations, and Support to ensure smooth onboarding, an outstanding client experience, and the adoption of best practices across the global account base.
  • Lead strategic negotiations for renewals and expansions while maintaining pricing discipline, commercial consistency, and long‑term partnership value.
  • Global Collaboration - Works seamlessly across regions and time zones, ensuring alignment with cross‑functional partners.
  • 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.

Requirements

  • 10+ years of progressive sales and/or account management experience within financial services, data, research, analytics, or adjacent sectors.
  • Proven track record of exceeding revenue, renewal, and growth targets, particularly within complex global or enterprise accounts.
  • Deep knowledge of ESG and sustainability data trends, and how global investors, asset managers, and corporates incorporate ESG insights into decision‑making.
  • Exceptional communication and presentation skills, with the ability to influence senior stakeholders and articulate compelling value propositions.
  • Proficiency in Salesforce, Excel, PowerPoint, and related productivity tools.
  • Demonstrated success collaborating across global, cross‑functional teams, including sales, product, operations, and technical groups.
  • Strong strategic thinking, commercial acumen, and long‑range planning capabilities.
  • Highly organized with excellent time management, prioritization, and multitasking skills in a fast‑paced environment.
  • Willingness to travel up to 25%.
  • Competencies:
  • Strategic Relationship Building - Builds deep, multi‑threaded relationships across global client organizations.
  • Commercial Drive & Execution - Maintains relentless focus on results, revenue growth, and uncovering new opportunities.

Nice to have

  • Bachelor's degree required
  • MBA, CFA, CAIA, or similar credentials are a strong plus.

Compensation

  • $170,000 - 203,690
  • Compensation and Benefits
  • 100% 401k match up to 6% of salary
  • Company provided life insurance - 1x salary + commission
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  • 1x salary + commission

Benefits

  • Compensation and Benefits
  • That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life.
  • Financial Health
  • Stock Ownership Potential
  • Company provided life insurance
  • 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

Company info

  • At Morningstar we believe people are at their best when they are at their healthiest.
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This listing is sourced directly from Morningstar's careers page and normalized into a canonical job model.