Public - sector business development leader advancing complex government opportunities for OpenText, a global information - management company. Building strategic partnerships, sales enablement programs, and Enterprise Information Management value propositions across global markets.
About the role
- Vice President growing Morningstar's Canadian investment-data and research sales business. Managing enterprise client relationships, revenue targets, cross-selling, and Salesforce sales pipelines.
Responsibilities
- Grow a book of assigned clients and prospects across Advisor and Asset Management segments
- Represent Morningstar's Data, Research, Software, Market Data, ESG, Financial Planning, and Buy-Side solutions
- Exceed revenue targets
- Uncover client business needs and identify optimal solutions with Client Solutions and Products teams
- Establish and build C-suite client relationships and act as a Morningstar ambassador
- Uncover cross-sell and upsell opportunities within the assigned territory or client base
- Forecast and proactively uncover sales opportunities with clients and prospects
- Develop a deep understanding of clients' businesses and deliver customer-centric service
- Implement account strategies with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams
- Collaborate with sales specialists, pre-sales consultants, and product leaders on growth and retention strategies
- Maintain sales forecasting, pipeline activity, and opportunity progression in Salesforce
Requirements
- Bilingual in French and English
- At least ten (10) years of sales and account management experience in the finance and investment industry
- Proven track record of exceeding prior annual sales targets
- Prior experience in a hunter role
- Ability to build long-term client relationships with executive and senior leadership within an assigned book of business
- Strong leadership, long-range strategic planning, and time-management skills
- Excellent verbal and written communication abilities
- Ability to deliver professional and persuasive presentations
- Ability to understand complex investment concepts
- Bachelor's Degree
- MBA or CFA a plus
Benefits
- Commission target: 66%
- Hybrid work environment with in-person collaboration each week
- Tools and resources to engage meaningfully with global colleagues
- A range of other benefits are available to enhance flexibility as needs change
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