Key Responsibilities

• Develop new business opportunities and manage client relationships within the assigned region.
• Understand client business needs and deliver relevant Morningstar China products and solutions through consultative selling.
• Manage the full sales cycle, including needs assessment, solution development, quotations, commercial negotiation, contract coordination, and closing.
• Support client renewals, including quotations, commercial discussions, contract coordination, and related internal processes.
• Identify and drive cross-sell and upsell opportunities within existing accounts to deepen client relationships and drive account growth.
• Support colleagues across the Sales team with client tender and bidding activities, including coordinating the bidding process, assisting with tender documentation, commercial proposals, and other related sales materials, and facilitating internal coordination as needed.
• Collaborate closely with Product, Customer Success, Finance, Legal, and other internal teams to drive successful execution and enhance the client experience.

Qualifications

• Minimum 3 years of relevant professional experience in B2B sales, account management, business development, or client renewals. Experience in a similar industry is preferred.
• Strong client relationship management, consultative selling, and commercial negotiation skills.
• Sales or client-facing experience with financial institutions, such as banks, securities firms, asset managers, wealth management firms, or fintech companies, is preferred.
• Strong commercial mindset and execution skills, with the ability to manage opportunities from initial engagement through contracting and closing.
• Strong organizational skills, with the ability to manage multiple clients, sales opportunities, and internal processes simultaneously.
• Strong teamwork and cross-functional collaboration skills, with a willingness to support other Sales team members and work effectively with internal stakeholders.
• Fluent written and spoken Mandarin and English, with the ability to communicate effectively in a bilingual business environment.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

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