The Role: In the SDR role, you will represent Morningstar's research, data, indexes and financial software capabilities to the appropriate financial services firms. Our SDRs are the *** point of contact for the vast majority of our new business opportunities. As an SDR, you’ll run a high volume of outreach, make connections with decision-makers at companies that fit our ideal customer profile, and generate new business opportunities for our Regional Sales team. A successful SDR embraces challenges and change, considers themselves a people person, and has a natural curiosity to learn about others and their needs. This is a role that makes a direct and significant impact in our business, working closely with the product development, marketing, and other sales teams for the solutions you represent.
The SDR role provides boundless opportunities for both personal and professional growth. The SDR team serves as a launchpad to accelerate your sales career at Morningstar. For those dedicated to exceed expectations, career paths at Morningstar are endless.
Responsibilities 61 Act as consultants for Morningstar’s capabilities; our clients appreciate the value of our capabilities for their needs, so we take the time to understand and address those needs head on; 61 Work with a strong sense of urgency, which translates into activity with the expectation of making 50 calls/ outbound emails per day; 61 Ask thorough and pointed questions, guiding potential clients through needs assessment and discovery sessions to qualify the prospect and drive new opportunities; 61 Demonstrate extensive product and industry knowledge to our potential client base; 61 Support Sales Team in Sales Operation related works that include but not limited to assisting sales in preparation of bidding documents, working together with CSM & Finance team in service acceptance & payment collection related works. 61 Support Sales Team in summarizing different types of monthly/quarterly statistic report. 61 Support routine business operations in trial setup, contract signing & other internal processes. 61 Work closely with Sales, Products & Marketing team to track & summarize the status of each ongoing business leads. Actively seeks potential business leads from new prospects to support business growth.
Requirements 61 Fluency in English and Mandarin is a must 61 Excellent organization, prioritization, verbal and written communication skills 61 Possess strong negotiation skills and can effectively advance leads through the sales cycle 61 Self-motivated worker who is dedicated and committed to succeed in daily, weekly and monthly goals 61 Team player with entrepreneurial spirit who is willing to try new ideas to achieve greater levels of success 61 Passion for financial markets, investing, and sales 61 Generally, have at least one to three (1-3) years of professional work experience, ideally in some type of sales role. 61 Have positive, focused, goal - oriented attitudes and mentalities and can be motivated both as an individual and as part of a team. 61 A bachelor’s degree is required.
