Sales Development Representative

Morningstar

. Follow up on marketing-qualified leads within agreed response times .

Posted 11/6/2026full-timeChicago • Illinois • United StatesJuniorMid-Level💰 $56,850 - $87,167 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong capabilities in lead generation and customer engagement, utilizing CRM tools and data analysis to enhance outreach strategies. Proficient in managing multiple prospect conversations while delivering clear communication and understanding client needs.

Highest-signal resume keywords

Lead GenerationCRM ToolsB2B Sales ExperienceClear CommunicationData Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead ScoringSales OutreachOpportunity DevelopmentPipeline Growth AnalysisProduct Demonstrations

Soft Skills

Active ListeningPrioritizationAdaptability

Tools & Technologies

SalesforceSales Engagement Platforms

Industry Keywords

Business DevelopmentSoftware-as-a-Service (SaaS)Marketing Qualified LeadsCustomer-Facing Roles

About the role

Key responsibilities & impact

Follow up on marketing-qualified leads within agreed response times
Research prospects, use lead scoring to prioritize outreach, and ask questions by phone, email, and LinkedIn to understand their needs and readiness to buy
Develop early-stage opportunities through follow-up conversations
Arrange meetings and product demonstrations with account executives or sales managers
Share prospect needs and conversation history with sales colleagues
Keep prospect records and next steps current in the CRM
Support outbound sales campaigns as needed, adapting outreach to each prospect’s business challenges
Track calls, emails, meetings set, and opportunities generated
Review conversion rates, outreach results, and pipeline growth to identify process improvements
Share feedback with marketing on lead quality and campaign results
Use knowledge of Morningstar’s products, industry trends, and competitor offerings to improve prospect conversations

Requirements

What you’ll need

Internship-2 years of experience in customer-facing roles, sales, or business development
Experience in business-to-business (B2B) or software-as-a-service (SaaS) settings is preferred
A bachelor’s degree is required
Business, Marketing, Communications, or a related field is preferred
Clear written and verbal communication
Ability to listen closely and ask questions that uncover a prospect’s needs
Ability to manage several prospect conversations, prioritize follow-ups, and meet agreed response times
Familiarity with CRM tools, such as Salesforce, and sales engagement platforms
Ability to use lead and outreach data to improve your approach

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 four days in-office each week
Tools and resources to engage meaningfully with global colleagues