Senior Pre - sales Consultant

Senior Pre-sales Consultant

We are seeking a dynamic and experienced Senior Pre-sales Consultant to join our Greater China team. This is a hybrid role that blends pre-sales, implementation, customer success, and support functions, created to serve our most strategic clients in the region. You will be the trusted partner for our key accounts, responsible for demonstrating the value of our sophisticated financial data products and analytical tools, ensuring successful adoption, and driving long-term customer satisfaction and growth. This role requires close collaboration with Sales, Product, and Support teams to deliver a seamless and high-value customer experience.

Key Responsibilities:

• Lead technical and functional product demonstrations for prospective and existing clients, effectively communicating the value and methodology of our financial data products and analytics platforms.
• Own the end-to-end client relationship for a portfolio of strategic accounts, ensuring high levels of satisfaction, retention, and renewal.
• Manage the post-sales implementation and onboarding process, ensuring clients are set up for immediate and long-term success.
• Serve as the primary point of contact for key clients, providing expert-level product training, best practices, and ongoing support to drive deep product adoption and engagement.
• Proactively monitor and analyze client usage data and health metrics to identify and mitigate churn risks while uncovering opportunities for growth.
• Collaborate with sales directors to develop and execute strategic account plans, identifying and pursuing upsell and cross-sell opportunities.
• Thoroughly understand each client's business objectives and challenges to provide tailored solutions and best practices.
• Act as the voice of the customer, providing valuable feedback and insights from the field to our Product and Engineering teams to guide product iteration and improvement.

Qualifications:

• A bachelor's degree is required; an advanced degree in Finance, Economics, or a related field is a plus.
• A minimum of 5-7 years of experience in a client-facing role such as pre-sales, technical account management, implementation consulting, or customer success, specifically within the financial industry.
• Proven experience managing relationships with large, strategic enterprise clients, preferably in the banking or financial services industry.
• Deep understanding of financial data products, market analytics is highly desirable.
• Exceptional presentation, communication, and interpersonal skills, with the ability to articulate complex technical concepts to both technical and non-technical audiences.
• A strong customer-centric mindset, with a relentless focus on delivering value and a proven track record of meeting and exceeding client satisfaction and retention goals.
• Results-oriented with strong logical thinking, self-motivation, and the ability to thrive in a fast-paced, high-stakes environment.
• Fluency in both English and Mandarin is required.

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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