Senior Sales Enablement & Learning Program Manager

The Role:

Sales Enablement & Learning sits within Morningstar’s Business Development and Sales group, which is responsible for helping our clients build their businesses and provide better outcomes for investors. Reporting to the Head of Sales Enablement & Learning, the Program Manager partners with stakeholders across the organization to develop, execute, and optimize training programs and enablement initiatives that drive sales effectiveness, confidence, and performance. We’re looking for a proactive, collaborative, and detail-oriented enablement professional who thrives in a fast-paced environment. The ideal candidate is passionate about the development of others, understands the strategic account executive role, and is skilled at delivering engaging learning experiences that translate to measurable impact.

Responsibilities:

Develop & Own SAE Enablement Programs:

• Serve as the dedicated Enablement program manager for SAEs & Alliances & Redistributors to Strategize, design, and deliver effective enablement deliverables that allow SAEs to effectively engage and impactfully grow a book of clients and prospects across Morningstar’s suite of capabilities including Data, Research, Software and will work with Sales Specialists across other business units.
• Including but not limited to training, certifications, workshops, Sales Kick Off, etc.
• Partner with Enablement, Instructional Designer, and SMEs to develop and maintain training curriculum appropriate for SAE teams while also determining fit for various training modalities (live, self-guided/e-Learning, certifications, etc.)

Onboarding:

• Support onboarding program for teams, which includes organization of onboarding plans, facilitation of live sessions and coordination with managers on 30-60-90-day expectations.
• Partner with Product Enablement for their support in product level onboarding content for the product categories they serve that includes product details, audiences, use cases, competitors, and roadmap enhancements.

Deliver High-Impact Training:

• Be a key stakeholder and engaging facilitator in the delivery of training programs including onboarding, core curriculum, industry trends, client facing skill workshops (i.e. focused on negotiations, objection handling, value messaging, etc.) and internal technology training.
• Partner with leaders to identify enablement needs throughout the year to provide ongoing learning and reinforcement across SAE teams.

Drive Cross Functional Alignment:

• Partner with Enablement and SMEs to develop training curriculum appropriate for SDR teams while also determining fit for various training modalities (live, self-guided/e-Learning, certifications, etc.)
• Partner with Product Enablement for their support in product level onboarding content for the product categories they serve that includes product details, audiences, use cases, competitors, and roadmap enhancements.
• Be a strategic partner with SAE leaders, SAE teams, Product Marketing/Management and other groups to identify overall training needs, develop and deliver appropriate enablement training and supporting content to ensure enablement needs are met. This includes navigating prioritization and managing stakeholder expectations and communications.
• Strategically partner with business units and stakeholders to ensure enablement needs are met.

Track, Measure, and Improve:

• Define success metrics for enablement initiatives for impact and outcomes, analyze engagement, adoption and impact of enablement content and training, leverage data to refine strategies and improve effectiveness.
• Project manage, organize, and deliver enablement programs while handling multiple projects, ensuring that initiatives are delivered on time, within scope, and meet defined success criteria.

Experience, Skills & Qualifications:

• Bachelor’s degree required.
• Role will provide enablement for SAEs & A&R sellers across in the Americas, EMEA, and APAC so flexibility to work different hours as needed.
• Ability to travel up to 10% both nationally and internationally to execute the program.
• 8+ years of experience in related skills including financial services, sales enablement, learning and development, coaching/employee development, previous customer success or sales preferred.
• Sales experience preferred
• Demonstrated experience managing and facilitating/delivering content/curriculum delivered in multiple modalities (i.e., live training, e-Learning, self-paced, stand and deliver, hybrid, etc.).
• Proven ability delivering and facilitating training on the necessary content, training, process, and best practices to support the teams
• Experience working with global teams, including training and learning adaptations for regional differences
• Personality and ability to engage and collaborate well across complex organizations including with the C-suite, SAE leaders, SAEs, marketing and product management
• Strong aptitude for collaborating and building relationships, understanding team dynamics, taking initiative, solving problems, and establishing trust.
• Strong understanding of customer success principles and customer-centric mindset to ensure training and enablement efforts align with empowering teams to proactively drive value for customers, retain existing business and cultivate customer champions.
• Proven dynamic presentation and written communication skills are required.
• Strong project management skills with demonstrated ability to manage multiple projects and priorities simultaneously.
• Passion and commitment for adult learning best practices and techniques.
• Intermediate skills with PowerPoint and broad understanding of Enablement tools including but not limited to: LMS (i.e., Cornerstone), Sales Enablement Platform software (i.e. Seismic), Gong, Spekit, LinkedIn Navigator, and solid aptitude for learning new systems and tools.

Compensation and Benefits

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

• 75% 401k match up to 7%
• 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 Bonding Leave
• Adoption Assistance
• Leadership Coaching & Formal Mentorship Opportunities
• Annual Education Stipend
• Tuition Reimbursement

Social Health

• Charitable Matching Gifts program
• Dollars for Doers volunteer program
• Paid volunteering days
• 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$117,850.00 - 212,150.00 USD Annual

Inclusive of annual base salary and target incentive

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically 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.