Software Development Engineer Software Development Engineer …

in Chicago, IL, United States
Permanent, Full time
Be the first to apply
in Chicago, IL, United States
Permanent, Full time
Be the first to apply
Software Development Engineer
Software Sales Engineer Chicago/en-US/Americas/job/Chicago/Software-Sales-Engineer_REQ-015149-1/apply

The Group

Morningstars Business Development & Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: Advisor, Asset Management, Retirement, Redistributor, and Commodities & Energy.

The Role

Software Sales Engineers on the Mid-Market Accounts sales team help generate revenue for Morningstar by facilitating successful trials and demos of our more complex software solutions, in tandem with our Business Development Executives and Client Account Executives. This role is responsible for Morningstar Office and Morningstar Direct. This person will master both the Office and Direct platforms, and be able to align those solutions capabilities with client needs in a proactive way. This position requires intermittent travel and is based in our Chicago office.


  • Run successful trials of Morningstar Direct and Morningstar Office with Mid-Market Accounts sales representatives by aligning client needs to product capabilities
  • Conduct custom demos of Morningstar Direct and Morningstar Office with Mid-Market Accounts sales representatives
  • Progress and advance these opportunities to closure
  • Key performance indicators will include, but not be limited to, number of demos and trial conversion rates
  • Follow established sales operations processes and guidelines to enable accurate and timely assessments of product sales performance
  • Collaborate with Product and Marketing on product roadmap, segment analysis, competitive positioning, and client feedback
  • Mentor and coach other sales and customer success team members on key messaging and value proposition for Morningstar Office and Morningstar Direct


  • A bachelors degree
  • A minimum of two years of financial technology experience, with a confirmed record of client service success
  • Experience working directly with Morningstar Office and/or Morningstar Direct highly preferred
  • Knowledge of competitive landscape a plus
  • Excellent listening, communication, and relationship-building skills
  • A creative approach to problem-solving
  • Alignment with Morningstars core values and mission to empower investor success
001_MstarInc Morningstar Inc. Legal EntityPosted TodayFull timeREQ-015149

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 intervieweither 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 youre interested in when you leave a message.

US Applicants: Morningstar is an E-Verify program participant.

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Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisionsincluding recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matterswithout 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.