About this role
Key Responsibilities
- Develop new business opportunities and manage client relationships in South China.
- Understand client needs and deliver relevant Morningstar solutions through consultative selling.
- Manage sales opportunities from proposal and negotiation through contracting and closing.
- Support client renewals, including quotations, commercial discussions and contract coordination.
- Identify cross-sell and upsell opportunities within existing accounts.
- Support tender/bidding documentation and commercial proposals.
- Collaborate with Product, Customer Success, Finance, Legal and other internal teams.
Qualifications
- Relevant B2B sales, account management or renewal experience, preferably in financial services, fintech, data or software.
- Strong client relationship management, consultative selling and negotiation skills.
- Experience working with financial institutions is preferred.
- Strong organizational skills and commercial execution.
- Fluent written and spoken Mandarin and English.
Success in this role will reflect a balanced contribution across new business, renewals, client retention and account growth.
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.
C99_MstarResShenz Morningstar (Shenzhen) Ltd. Legal Entity