Morningstar · 2 days ago
Sales Enablement & Learning Program Manager, Indexes & Sustainability
Morningstar is a company focused on helping clients build their businesses and provide better outcomes for investors. They are seeking a Sales Enablement & Learning Program Manager to develop and optimize training programs that drive sales effectiveness and performance, particularly for their Index and Sustainalytics teams.
Asset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingMarket ResearchNewsSoftwareTelecommunications
Responsibilities
Facilitate and manage a full spectrum of training curriculum (including product, industry domain knowledge, and client-facing skills appropriate for each audience). This includes inventory of existing curriculum, identifying gaps, and developing needed content
Partner with senior leaders to identify overall training needs, specifically related to client relationships and sales goals. Establish evaluation metrics
Lead new product launches, significant methodology changes, go-to-market strategies, and enhancements to existing solutions and services, including cross-selling with other business units
Act as a key stakeholder and facilitator in the design, development, and delivery of onboarding programs and coordination with managers on 30/60/90-day expectations
Collaborate with Sales and Customer Success Managers on account planning
Manage and facilitate coaching programs where appropriate and consult on best practices for effective employee development
Partner with product, marketing, and sales operations teams to create and facilitate learning programs in support of new product launches and/or GTMs
Reinforce change management efforts with clear communication and support adoption of new processes and tools
Support sales meetings and training events such as on-sites and annual Sales Kickoffs
Learn and master the complexities of the industry that Morningstar Indexes and Sustainalytics serves
Maintain and create clear and organized resource and information repositories to amplify and ensure accessibility to enablement material for Index, Sustainalytics, and other Morningstar teams and businesses as necessary
Define key enablement metrics alongside stakeholders and track engagement, adoption, and impact
Collaborate with sales operations and other business units to develop and maintain right-sized measurement practices; ensure transparency on the impact and efficacy of enablement programs and the business initiatives they support
Report on training program effectiveness and refine programs as needed
Qualification
Required
Bachelor's degree required
5+ years in areas of focus: financial services, sustainable investing, sales, customer success, sales enablement, training, development, and coaching
Proven ability delivering and facilitating training
Experience working with global teams, including training and learning adaptations for regional differences; flexibility to work across time zones to support Americas, EMEA, and APAC
A desire to work directly with individuals and in team environments
Strong client focus and ability to quickly and effectively build and sustain relationships
Experience with PowerPoint and understanding of enablement tools including but not limited to learning management system (i.e., Cornerstone), sales enablement platform software (i.e. Seismic), Gong, Spekit, and solid aptitude for learning new systems and tools
Effective presentation skills to groups of all levels via virtual classroom and in person
Personality and ability to engage and collaborate well across complex organizations including with the c-suite, sales/service managers, sellers, service reps, marketing, operations, and product management
Passion and commitment for adult learning best practices and techniques
Excellent interpersonal and communication skills across all levels in the organization
Strong project management skills with demonstrated ability to manage multiple projects/priorities
Strong skills in MS Office and the ability to learn additional programs as needed
Benefits
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
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
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Company
Morningstar
Morningstar provides independent investment research to investors worldwide.
H1B Sponsorship
Morningstar has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (32)
2024 (50)
2023 (68)
2022 (51)
2021 (57)
2020 (56)
Funding
Current Stage
Public CompanyTotal Funding
$91M2005-05-03IPO
1999-07-09Private Equity· $91M
Recent News
2026-01-06
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MarketScreener
2026-01-05
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