Pre-sales consultant

Time left to apply: End Date: January 31, 2025 (30+ days left to apply) Job requisition ID: REQ-048216 The Group: The Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group’s product management, product development, and product success teams collaborate to help provide clients with relevant products and bundled solutions through a seamless pre-sales experience and frictionless implementation. The Role: The Pre-Sales Consultant will partner with our Sales, Products, Technology, and Research teams to ensure that Morningstar's solutions are designed effectively, combining Morningstar capabilities in a scalable and sustainable way to meet our clients' business needs and requirements. Their primary responsibility is to understand the client's business needs, challenges, and objectives, and then recommend and demonstrate appropriate solutions. This role will also require collecting and translating market needs into product ideas to present to the Product Management team: Responsibilities To support and consult the sales team to be successful, by defining the business value of Morningstar solutions through tasks including the following: Client Need Analysis:Collaborate with clients to understand their business processes, goals, and challenges. Conduct in-depth needs analysis to identify areas where the client can benefit from a particular solution. Solution Design:Design and propose solutions that meet the client's requirements and align with their business objectives. Work closely with the sales team to create compelling proposals and presentations. Product Knowledge:Develop a deep understanding of the products or services offered by the company. Stay up-to-date on industry trends and competitor offerings to provide informed recommendations. Requirements Gathering:Work closely with clients to gather and document detailed requirements for the implementation of the solution and advise customers on best practices. Communicate these requirements effectively to internal teams involved in the implementation process. Collaboration with Sales:Partner with the sales team to understand sales goals and strategies. Provide pre-sales support by addressing technical and functional queries from potential clients. Customer Relationship Management:Act as a liaison between the client and internal teams to ensure smooth communication and project success. Feedback Loop:Gather feedback from clients during the discovery process to continuously improve solutions and services. Provide feedback to the product development team based on client experiences and needs. Project Management:Manage the list of opportunities proactively and define priorities to assist our clients and account managers. Work with IC to ensure that implementations are executed smoothly and within the agreed timelines. Requirements Excellent command of spoken and written English. Speaking Mandarin Chinese is highly preferable. Excellent writing, communication, problem-solving, organizational, and analytical skills. Ability to work independently and manage competing priorities and deadlines. A friendly professional demeanor and ability to excel in a highly collaborative team environment. Familiarity with Morningstar products and capabilities. A bachelor’s degree is required. MBA or CFA is a plus. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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. About Us How to Apply for a Job at Morningstar Step 1: When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2: You will receive an email notification to confirm that we've received your application. Step 3: If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation: Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct. #J-18808-Ljbffr