Morningstar
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Sales Development Representative (SDR)
role at
Morningstar
Job Summary As a Sales Development Representative (SDR), you will drive revenue by qualifying marketing-qualified leads (MQLs) into sales opportunities. You will collaborate closely with marketing and sales teams to identify prospects, nurture leads, and ensure seamless transitions. Strong communication skills, understanding of sales processes, and experience in a fast-paced environment are essential. Bilingual candidates are highly preferred.
Key Responsibilities
Handle and qualify MQLs within predetermined Service Level Agreements.
Make outbound calls and execute campaigns to potential Morningstar prospects.
Engage leads via phone, email, and LinkedIn to understand needs and pain points.
Prioritize leads using lead scoring criteria based on readiness to buy.
Execute outbound sales-led campaigns to generate new opportunities.
Create and manage an early-stage pipeline of potential opportunities.
Set up meetings, demos, and sales calls between qualified prospects and account executives.
Maintain all lead interactions in the company’s CRM system (e.g., Salesforce, HubSpot).
Collaborate with marketing to improve MQL quality and conversion.
Work with sales to ensure seamless lead handoff and provide context for ongoing conversations.
Report regularly on lead metrics such as conversion rates, outreach success, and pipeline growth.
Provide insights for improving qualification processes and increasing conversion rates.
Stay updated on industry trends and provide feedback to marketing on MQL quality.
Continuously seek learning opportunities to improve product knowledge, sales techniques, and industry expertise.
Qualifications
Proven experience in sales development or a related role.
Strong communication and outbound calling skills.
Experience with CRM systems (e.g., Salesforce, HubSpot).
Understanding of lead qualification criteria and pipeline management.
Bilingual capability is a strong plus.
Compensation & Benefits
Financial Health
75% 401k match up to 7%
Stock ownership potential
Company-provided life insurance – 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) with premium discounts and company HSA contributions up to $2,000 annually.
Additional medical wellness incentives up to $600 annually.
Long- and short-term disability insurance.
Emotional Health
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
Social Health
Charitable matching gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ employee resource & affinity groups
Morningstar’s hybrid work environment allows collaboration in person four days a week while providing flexibility across locations. This role is open for qualified candidates. Chicago, IL $52,000.00-$75,000.00
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Sales Development Representative (SDR)
role at
Morningstar
Job Summary As a Sales Development Representative (SDR), you will drive revenue by qualifying marketing-qualified leads (MQLs) into sales opportunities. You will collaborate closely with marketing and sales teams to identify prospects, nurture leads, and ensure seamless transitions. Strong communication skills, understanding of sales processes, and experience in a fast-paced environment are essential. Bilingual candidates are highly preferred.
Key Responsibilities
Handle and qualify MQLs within predetermined Service Level Agreements.
Make outbound calls and execute campaigns to potential Morningstar prospects.
Engage leads via phone, email, and LinkedIn to understand needs and pain points.
Prioritize leads using lead scoring criteria based on readiness to buy.
Execute outbound sales-led campaigns to generate new opportunities.
Create and manage an early-stage pipeline of potential opportunities.
Set up meetings, demos, and sales calls between qualified prospects and account executives.
Maintain all lead interactions in the company’s CRM system (e.g., Salesforce, HubSpot).
Collaborate with marketing to improve MQL quality and conversion.
Work with sales to ensure seamless lead handoff and provide context for ongoing conversations.
Report regularly on lead metrics such as conversion rates, outreach success, and pipeline growth.
Provide insights for improving qualification processes and increasing conversion rates.
Stay updated on industry trends and provide feedback to marketing on MQL quality.
Continuously seek learning opportunities to improve product knowledge, sales techniques, and industry expertise.
Qualifications
Proven experience in sales development or a related role.
Strong communication and outbound calling skills.
Experience with CRM systems (e.g., Salesforce, HubSpot).
Understanding of lead qualification criteria and pipeline management.
Bilingual capability is a strong plus.
Compensation & Benefits
Financial Health
75% 401k match up to 7%
Stock ownership potential
Company-provided life insurance – 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) with premium discounts and company HSA contributions up to $2,000 annually.
Additional medical wellness incentives up to $600 annually.
Long- and short-term disability insurance.
Emotional Health
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
Social Health
Charitable matching gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ employee resource & affinity groups
Morningstar’s hybrid work environment allows collaboration in person four days a week while providing flexibility across locations. This role is open for qualified candidates. Chicago, IL $52,000.00-$75,000.00
#J-18808-Ljbffr