Job Description
What You’ll Do:
Internal Technology Strategy & Support
Serve as a strategic and technical leader responsible for centralized technology knowledge, governance, and best practices across individuals and teams.
Translate complex technical concepts into clear, actionable guidance for both technical and non-technical audiences, including but not limited to training, documentation, certifications, workshops, Sales Kick Off, etc.
Identify opportunities to automate, streamline, and improve workflows across systems and cross-functional processes.
Act as a primary point of support and escalation for the sales technology ecosystem, helping troubleshoot issues, unblock users, and maintain operational effectiveness.
Evaluate and pilot emerging tools, including AI solutions, to improve productivity, workflow efficiency, and provide data driven insights.
Manage strategic relationships with enablement technology vendors to optimize platform adoption, user experience, issue resolution, and maximize value from enablement technology investments.
Demonstrate practical fluency in AI-enabled sales technologies and guide teams on leveraging AI capabilities to improve seller productivity, reduce administrative work, strengthen prospecting and research, and surface actionable insights.
Deliver High-Impact Enablement & Training
Design and deliver engaging technology training experiences that accelerate adoption, improve user proficiency, and increase confidence across global teams.
Support onboarding initiatives related to the internal technology stack through live facilitation, e-learning, certifications, and blended learning experiences.
Partner with Enablement, Instructional Design, and subject matter experts to develop and maintain scalable technology training programs tailored to role-specific needs and learning modalities.
Drive Cross Functional Collaboration & Change Management
Partner with Sales Leadership, Sales Excellence, Corporate Systems, and subject matter experts to support the rollout of new technologies, process changes, and platform enhancements.
Manage multiple enablement initiatives simultaneously, ensuring projects are delivered on time, within scope, and aligned to defined success criteria.
Lead change management efforts for technology deployments, including stakeholder engagement, communication planning, adoption strategies, reinforcement activities, and feedback loops.
Apply established change management frameworks such as Prosci/ADKAR, Kotter, etc. to drive successful organizational adoption and behavior change.
Adoption, Reporting & Insights
Leverage analytics and usage insights across the sales technology ecosystem to identify adoption trends, optimize workflows, content engagement, and platform utilization to improve user experience and drive seller productivity.
Develop and deliver executive-ready dashboards, reporting, and adoption insights across Salesforce, Seismic, Gong, Spekit and related platforms, translating engagement and usage data into actionable recommendations that drive technology adoption, effectiveness, and continuous improvement across client-facing teams.
Establish reporting cadences and stakeholder communication cadences that drive transparency, accountability, and alignment around technology adoption and enablement effectiveness.
Experience, Skills & Qualifications:
Bachelor’s degree required
8+ years of relevant experience in sales enablement, learning and development, sales technology, customer success, technology support, or related functions.
Strong understanding of enterprise sales and enablement technologies, including platforms such as tools including but not limited to: Salesforce (or similar CRM system for a large enterprise (500+ organization), Tableau, LMS (i.e., Cornerstone), Sales Enablement Platform (i.e. Seismic), Gong, Digital Adoption Platforms (i.e. Spekit), LinkedIn Sales Navigator
Demonstrated experience facilitating and delivering technology training across multiple modalities, including live, virtual, hybrid, and e-learning environments.
Experience supporting global teams across the Americas, EMEA, and APAC regions, including adapting learning experiences for regional needs and flexibility to deliver virtual training across global time zones.
Ability to travel up to 10% domestically and internationally as needed
Experience leading organizational change initiatives using frameworks such as Kotter and Prosci/ADKAR.
Demonstrated ability to build strong relationships, influence stakeholders, and collaborate effectively across complex organizations.
Strong presentation, facilitation, written communication, and project management skills with the ability to manage multiple priorities simultaneously with intermediate skills in PowerPoint, Excel, and Asana Project Management
Strong business acumen, problem-solving capabilities, and aptitude for learning new systems and technologies.
Fluency with generative AI tools, prompt engineering, AI-enabled workflow automation, and agentic technologies
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Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
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
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$121,400.00-186,150.00
Inclusive of annual base salary and target incentive
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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