Pre-Sales Consultant

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, to collect and translate 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, document detailed requirements for the implementation of the solution and advice 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 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. Speak in Mandarin Chinese is highly preferrable.

+ 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.