Client-Focused Solution Consultant at Morningstar

Join the Data, Research & Index Products team at Morningstar as a Solution Consultant. This hybrid role combines pre-sales solution design with hands-on client implementation for North American clients.

As a key member of the Licensed Data Product Operations team, you will engage with clients to understand their business needs and challenges. Your expertise will help drive the onboarding process and ensure value realization. You will lead discovery sessions, develop product demonstrations, and translate client needs into actionable requirements.

Key Responsibilities:
• Partner with Sales to engage prospective clients
• Lead discovery sessions and identify solution opportunities
• Develop and deliver product demonstrations and presentations
• Own end-to-end implementation and manage client journeys
• Facilitate client training and onboarding activities

Requirements:
• Experience in financial services or investmen...