Senior Marketing Manager

We are empathetic:

This is a unique role that requires additional care and understanding, as we're constantly describing marketing efforts to sellers, so we communicate thoughtfully and patiently. Inversely, we demonstrate care and thoughtfulness in the way we communicate about our clients to our marketing colleagues and partners.

About Your Role

Here are the things that your role entails:

• Each marketing manager on this team will partner with a strategic account executive (SAE) and their account team members to ensure that we're accelerating business together with rigor, across enterprise products. The expectation is that you will become a critical player in the account coverage team for assigned clients.

• The primary function of this role, as the marketing expert amongst a team of business development and success leads, will be to work directly with the coverage team of each selected client to build a deep understanding of each client, formulate an effective approach to influence and source revenue, and then sell it to the coverage team speaking in their terms to gain buy-in.

• To find success in this role, each team member will work with field marketing, demand generation, and customer marketing, to develop and deploy thoughtful campaigns that effectively meet executives, buyers, and users where they are in their journey with Morningstar.

• This role will also entail collecting and translating market needs and socializing those regularly with enterprise product marketing colleagues.

Key Responsibilities

Effectively Manage a Portfolio of Clients

You will manage several books of business, primarily covering clients that have signed a "marketing agreement" with us that enables our team to deploy marketing to their end advisors, by:

• Developing an omni-channel set of marketing activations to promote how Morningstar can help them from a workflow perspective to solve their needs.

• Building an account coverage sheet outlining the enterprise account team along with their responsibilities.

• Create a marketing plan for each client, following our standardized template.

• Making the call on when things merit less or more attention aligned to deal size, and / or potential barriers.

• Having the ability to "sell through" marketing ideas to sales, to progress something ahead thoughtfully, while reaching consensus.

• Building a relationship with sellers by building trust, coming prepared, and studying each client before coming to the table.

Build Bespoke Marketing for Each Book of Business

Our product marketers will be our centralized source of truth for message maps, roadmaps, and foundational content. Recognizing this, you'll craft individualized strategies by:

• Building a messaging strategy that helps our top clients think holistically about our business, and where value can be added to their business.

• Formulate customized content leaning on each messaging strategy and being mindful of the audience being targeted and how our deliverables need to be different for executives, buyers, and users.

• Understanding the best time to use various marketing formats, and how to get things done effectively to keep driving towards account business goals.

Tracking of Progress Against Business Goals

Some of our tracking processes, especially around influencing deals, are manual, and that's ok. You'll track progression of the opportunities won by:

• Collaborating with demand generation, business development teams, as well as sellers and sales operations to showcase progress against goals.

• We have an influenced and a sourced goal, and we need to demonstrate that we're laser focused on these targets - both for our business partners, and for the enterprise product marketing team at large (as we're all rowing in the same direction).

• This includes making informed decisions based on data to adjust programming as needed to maximize our return on investment.