Job Description
Elevate client experiences as a Solution Consultant with Morningstar's Direct Platform team in North America. In this hybrid role, you'll drive client engagement from discovery to implementation.
Morningstar seeks a knowledgeable Solution Consultant to support clients across North America. This role entails combining pre-sales solution design with seamless implementation, acting as a trusted advisor throughout the client journey. You'll leverage your experience in financial services and collaborate cross-functionally with Sales, Product, and Technology teams to deliver impactful solutions.
Key Responsibilities:
• Partner with Sales to understand client goals and challenges
• Lead discovery sessions and needs analysis for opportunities
• Develop product demonstrations, presentations, and proposals
• Own implementation from contract signing to go-live
• Facilitate communication across stakeholders and manage project risks
...
Morningstar seeks a knowledgeable Solution Consultant to support clients across North America. This role entails combining pre-sales solution design with seamless implementation, acting as a trusted advisor throughout the client journey. You'll leverage your experience in financial services and collaborate cross-functionally with Sales, Product, and Technology teams to deliver impactful solutions.
Key Responsibilities:
• Partner with Sales to understand client goals and challenges
• Lead discovery sessions and needs analysis for opportunities
• Develop product demonstrations, presentations, and proposals
• Own implementation from contract signing to go-live
• Facilitate communication across stakeholders and manage project risks
...
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