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Sales Enablement

4 months ago

Chicago, United States Morningstar Full time

The Group
Sales Enablement & Learning sits within Morningstar`s Business Development & Sales group, which is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. Morningstar is a global financial services firm with 10,000+ employees operating in 30 countries and has a 40-year history developing best in class solutions that help investors (individuals as well as the financial advisors and institutions that serve investors) reach their financial goals. We are committed to empowering investor success by providing the data, independent research, software, and services that best meet the needs of the entire investment community.
The Role
We are seeking an enthusiastic and talented Sales Enablement & Learning Program Manager that is enthusiastic about enablement and helping others succeed. This person will be a critical contributor of Morningstar's sales enablement and learning for our global Advisor Client Experience & Office product sales teams with a focus on ensuring the group has the skills, knowledge, and process expertise to be effective and efficient in their roles. The enablement program focuses on 4 key focus areas including: Industry Domain Knowledge, Product, Client Facing Skills, and Sales/Service Operations.
Reporting to the Director of Sales Enablement & Learning, the Program Manager partners with stakeholders across the organization to design, develop and execute impactful enablement and learning solutions for teams to grow their individual capabilities, build knowledge, and develop their skills. This role is focused on the teams selling for the Advisor Client Experience (solutions that enable frictionless consumption, organization, application, and illustration of decision trade-off experiences that deepens relationships between advisors and clients) & Office (all-in-one portfolio accounting and practice management software). In this role you will focus on enablement that will elevate the teams' ability to expand and enhance client relationships and uncover opportunities for Morningstar. This position is based out of our Chicago office and hybrid attendance is required.
Responsibilities:

  • Support onboarding program for teams, which includes organization of onboarding plans, facilitation of live sessions, coordination with managers on 30-60-90-day expectations, and coaching where applicable.
  • Partner with Enablement and SMEs to develop training curriculum appropriate for Advisor Client Experience & Office teams; this includes taking inventory of existing curriculum, identifying gaps, developing missing content, and determining fit for various training modalities (live, self-guided/e-Learning.)
  • Successfully navigate, prioritize, and balance conflicting stakeholder initiatives.
  • Be a key stakeholder in the delivery of training programs including new go-to-market solutions, industry trends, client facing skill workshops, significant methodology changes and enhancements to existing solutions.
  • Be a strategic partner with Sales leaders, selling teams, Product Marketing/Management, Client Solutions, and other groups to identify overall training needs, develop and deliver appropriate enablement training and supporting content. This includes managing stakeholder expectations and communications.
  • Be resourceful to learn and master the complexities of the industry that Morningstar serves.
  • Evaluate, iterate, and measure the effectiveness of programs by utilizing methods like impact metrics and KPIs.


Job Qualifications:

  • Bachelor's degree required.
  • Ability to travel up to 10% both nationally and internationally to execute the program.
  • 5+ years of experience in related skills including sales enablement, learning and development, coaching/employee development, previous sales or customer success 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.).
  • Personality and ability to engage and collaborate well across complex organizations including sales/service managers, sellers, service reps, marketing, and product management.
  • Strong aptitude for collaborating and building relationships, understanding team dynamics, taking initiative, solving problems, and establishing trust.
  • 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 Excel, LMS (i.e., Cornerstone) or Sales Enablement Platform software (i.e., Seismic) and solid aptitude for learning new systems and tools.


001_MstarInc Morningstar Inc. Legal Entity
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.