About This Team The Strategic Account Marketing team builds a custom (1:1) marketing strategy for top clients that aligns with enterprise product-related account goals. We think holistically about each book of business in terms of the known and prospective executives, buyers, and users that need to be influenced to grow wallet share. Who We Are Here are the things that make this team unique: We are agile: We are tied directly to the pace of the business (fast!) and need to be comfortable moving quickly. It may be scary at first, but we have a ton of templates, strategies, and learnings from the past 2 years that we can use together to speed time to market. We are client obsessed: We get to know each book of business that we cover (deeply). We study account plans, earnings reports and anything else that we can get our hands on, sharing relevant information proactively with the account teams that we work with, and developing strategies centralized on these learnings. We take ownership: We bring rigor, order, and professionalism to complete our strategy from start to finish, being straightforward in the way we share marketing ideas (no marketing fluff, but instead tying it to the business goal at hand in terms that a coverage team can easily digest), and doing less asking and more telling, since we’re the only marketers in the room. We are empathetic: This is a unique role that requires additional care and understanding, as we’re constantly describing marketing efforts to sellers, so we communicate thoughtfully and patiently. Inversely, we demonstrate care and thoughtfulness in the way we communicate about our clients to our marketing colleagues and partners. Here are the things that your role entails: Each marketing manager on this team will partner with a strategic account executive (SAE) and their account team members to ensure that we’re accelerating business together with rigor, across enterprise products. The expectation is that you will become a critical player in the account coverage team for assigned clients. The primary function of this role, as the marketing expert amongst a team of business development and success leads, will be to work directly with the coverage team of each selected client to build a deep understanding of each client, formulate an effective approach to influence and source revenue, and then sell it to the coverage team speaking in their terms to gain buy-in. To find success in this role, each team member will work with field marketing, demand generation, and customer marketing, to develop and deploy thoughtful campaigns that effectively meet executives, buyers, and users where they are in their journey with Morningstar. This role will also involve collecting and translating market needs and socializing those regularly with enterprise product marketing colleagues. Key Responsibilities Effectively Manage a Portfolio of Clients You will manage several books of business, covering a mix of large-scale strategic wealth clients, and those that have signed a “marketing agreement” with us that enables our team to deploy marketing to their end advisors, by: Developing an omni-channel set of marketing activations to promote how Morningstar can help them from a workflow perspective to solve their needs. Building an account coverage sheet outlining the enterprise account team along with their responsibilities. Create a marketing plan for each client, following our standardized template. Making the call on when things merit less or more attention aligned to deal size, and / or potential barriers. Having the ability to “sell through” marketing ideas to sales, to progress something ahead thoughtfully, while reaching consensus. Building a relationship with sellers by building trust, coming prepared, and studying each client before coming to the table. Build Bespoke Marketing for Each Book of Business Our product marketers will be our centralized source of truth for message maps, roadmaps, and foundational content. Recognizing this, you’ll craft individualized strategies by: Building a messaging strategy that helps our top clients think holistically about our business, and where value can be added to their business. Formulate customized content leaning on each messaging strategy and being mindful of the audience being targeted and how our deliverables need to be different for executives, buyers, and users. Understanding the best time to use various marketing formats, and how to get things done effectively to keep driving towards account business goals. Tracking Progress Against Business Goals Some of our tracking processes, especially around influencing deals, are manual, and that’s ok. You’ll track progression of the opportunities won by: Collaborating with demand generation, business development teams, as well as sellers and sales operations to showcase progress against goals. We have an influenced and a sourced goal, and we need to demonstrate that we’re laser focused on these targets – both for our business partners, and for the enterprise product marketing team at large (as we’re all rowing in the same direction). This includes making informed decisions based on data to adjust programming as needed to maximize our return on investment. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 100% 401k match up to 6% of salary Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health 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 Emotional Health 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 Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $76,550.00-112,266.66 Inclusive of annual base salary and target incentive 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. 001_MstarInc Morningstar Inc. Legal Entity Morningstar is a global independent investment research and financial data company. Here, you'll help uncover what’s hidden, simplify what’s complex, and create insights that empower investor success. Company overview Morningstar Development Program Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

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