Sales Director, Mid-Market, Southeast Asia

Job Location: Singapore

 

The Group: Morningstar’s Southeast Asia Mid-Market Sales team is an exciting new team at the forefront of helping clients strengthen and growth their businesses by delivering solutions that empower their success. Focused on small to medium-sized client accounts with untapped growth potential, we work across diverse client segments including Asset Management, Wealth Management, Banks, Financial Advisory, Retirement, and FinTech’s. The Group constructs impactful client solutions leveraging Morningstar’s market leading Data & Analytics, Research and Indexes.

The Role:

We are seeking a proactive, digitally savvy Sales Executive to win new clients and expand our coverage of small and mid-market accounts across Southeast Asia. This is a hands-on business development role for someone who enjoys opening doors, building a pipeline and turning new opportunities into revenue. You will combine direct prospecting with targeted campaigns, working closely with our sales development representatives (SDRs) and Marketing team to reach new clients and develop new segments. In this role you will:

 

Take ownership of a portfolio of Mid-Market client accounts across assigned Southeast Asian markets with significant growth potential, creating strong client relationships by articulating Morningstar’s value proposition across a broad range of Morningstar’s products.

 

Develop new business opportunities with new clients, expanding our footprint within the territory.

 

This is an exciting opportunity for someone with a deep understanding of the financial industry, market trends and client requirements. You will play a pivotal role in building and nurturing relationships with financial organizations ripe for growth, at both decision-making and user levels.

 

 - Win new business:
 - Build pipeline proactively: Run consistent, targeted prospecting across email, phone, professional social media and relevant networking channels; qualify needs and maintain disciplined follow-up.
 - Partner with SDRs: Agree target-account lists, segment priorities, outreach messages and qualification criteria with sales development representatives, with clear handovers and timely feedback on lead quality.
 Co-develop targeted campaigns, webinars and event follow-up with Marketing, adapting messages to local markets and client segments and converting engagement into sales conversations. - Use social selling and AI: Build a relevant professional presence, share approved insights and engage prospective clients through social media; use company-approved AI tools for account research, outreach drafting and campaign testing, validating outputs and protecting confidential information. - Grow existing accounts: Identify cross-sell and upsell opportunities while sustaining client value, revenue retention and long-term relationships.
 - Manage contracts and delivery: Coordinate new sales and renewals with internal teams and work with sales colleagues, Product Management, pre-sales, after-sales consultants and Support to deliver integrated client solutions. - Track and improve performance: Maintain accurate Salesforce records and forecasts, monitor prospecting and campaign conversion, and refine activity based on qualified pipeline, new-client wins and revenue outcomes.

 - Industry Events: Represent Morningstar at prominent industry events, raising awareness and showcasing our solutions to generate new pipeline.

 

What We Are Looking For?

 

• Self-Starter & Quick Learner: You thrive in a fast-paced, ever-changing environment and are driven to exceed expectations.
• Strong Networking Skills: You know how to build meaningful relationships and leverage them to create new business opportunities.
• Client-Centric Approach: You’re highly organized and passionate about cultivating long-term, successful client partnerships.
• Leadership & Vision: Excellent at long-range planning, time management, and providing guidance to both clients and colleagues.
• Effective Communicator: Exceptional verbal and written communication skills, with the ability to deliver persuasive and professional presentations.
• Team-Oriented & Independent: You excel in high-performance environments and can work autonomously when needed.
• Charismatic & Influential: You inspire others and bring them along with your vision and enthusiasm.
• Entrepreneurial & Strategic Thinker: Strong business instincts, innovative mindset, and a natural ability to drive change and results.
• Candidates should have 3+ years of selling Financial Data solutions.
• Excellent written and verbal communication skills in English. Additional language skills relevant to the assigned Southeast Asian markets are a plus (Chinese, Bahasa, Thai...).
• Proficient in selling to multiple financial industry segments and uncovering client challenges. Experience working with Asset Managers and Wealth Managers preferable.
• Proven track record of exceeding prior targets.
• Ability to effectively manage competing priorities to maximise sales and retention.
• Strong business instincts, good judgment, and creative mindset.
• Impeccable character with high ethical and quality standards.
• High attention to detail, inquisitive and eager to learn.
• Keen to travel across Southeast Asia.
  
  

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.

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