Client Account Executive, Mid-Market

Morningstar

. Act as the primary point of contact and business partner for a dedicated portfolio of Morningstar’s Advisor, Asset Management, and Institutional clients via in-person meetings, phone and/or email .

Posted 11/6/2026full-timeChicago • Illinois • United StatesMid-LevelSenior💰 $118,250 - $181,317 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in consultative selling and account management within the financial services sector, focusing on client retention and expansion. Proven ability to collaborate cross-functionally and achieve sales targets while delivering exceptional client service.

Highest-signal resume keywords

Financial Services Sales ExperienceConsultative SellingPipeline ManagementClient Relationship ManagementAccount Growth Strategies

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Cycle ManagementAccount ManagementRevenue Target AchievementForecastingClient Engagement

Soft Skills

Communication SkillsNegotiation SkillsRelationship-Building SkillsListening Skills

Tools & Technologies

CRM SoftwareData Analysis ToolsSales Tracking Systems

Industry Keywords

Financial MarketplaceInvestment MarketsClient RetentionAccount ExpansionCustomer Success

About the role

Key responsibilities & impact

Act as the primary point of contact and business partner for a dedicated portfolio of Morningstar’s Advisor, Asset Management, and Institutional clients via in-person meetings, phone and/or email
Manage and grow a book-of-business of diverse client relationships
Drive retention and account expansion opportunities
Lead client engagements including meetings, reviews, and solution demonstrations
Achieve sales and retention goals while acting as a trusted advisor to clients
Own the full sales cycle for expansion opportunities
Deliver against quarterly revenue and retention targets while providing excellent client service
Partner with Customer Success to drive adoption and client outcomes
Collaborate with a Business Development Executive, Software Sales Engineer, and Customer Success Manager on account retention and growth strategies
Align client needs to Morningstar solutions through consultative selling
Collaborate cross-functionally to support account growth and issue resolution
Maintain accurate pipeline tracking, account plans, and forecasting
Report directly to the Head of Sales, Mid-Market
Travel to clients within an assigned territory

Requirements

What you’ll need

Bachelor’s degree required
3+ years of financial services sales experience with a strong track record of sales and/or account management
Strong consultative selling, prospecting, and pipeline management skills
Excellent listening, communication, negotiation, and relationship-building skills
Direct exposure to the financial marketplace or investment markets is desirable
Comfort level with technology, data, and software
Alignment with Morningstar’s core values and mission to empower investor success
Ability to travel within an assigned territory for client-facing engagements

Benefits

Comp & perks

100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
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
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Hybrid work environment with tools and resources to engage meaningfully with global colleagues