Serve as the dedicated Enablement Program Manager for SAEs & Alliances & Redistributors, designing and delivering enablement deliverables across Morningstar’s Data, Research, and Software capabilities.
Partner with Enablement, Instructional Designers, Product Enablement, and SMEs to develop and maintain training curriculum and determine fit for training modalities (live, self-guided/e-Learning, certifications, etc.).
Support onboarding programs including organizing onboarding plans, facilitating live sessions, and coordinating 30-60-90-day expectations with managers.
Deliver and facilitate training programs including onboarding, core curriculum, industry trends, client-facing skill workshops (negotiations, objection handling, value messaging), and internal technology training.
Strategically partner with SAE leaders, Product Marketing/Management, and other stakeholders to identify enablement needs, navigate prioritization, and manage stakeholder expectations and communications.
Define success metrics for enablement initiatives, analyze engagement, adoption and impact, and leverage data to refine strategies and improve effectiveness.
Project manage, organize, and deliver enablement programs, handling multiple projects and ensuring initiatives are delivered on time and within scope.
Act as a key stakeholder and engaging facilitator at events such as Sales Kick Offs, workshops, and certification programs.
Report to the Head of Sales Enablement & Learning and collaborate across the Business Development and Sales group to drive sales effectiveness and performance.
Requirements
Bachelor’s degree required.
8+ years of experience in related skills including financial services, sales enablement, learning and development, coaching/employee development (previous customer success or sales preferred).
Sales experience preferred.
Demonstrated experience managing and facilitating/delivering content/curriculum in multiple modalities (live training, e-Learning, self-paced, stand and deliver, hybrid, etc.).
Proven ability delivering and facilitating training on content, training, process, and best practices to support teams.
Experience working with global teams, including training and learning adaptations for regional differences.
Flexibility to work different hours as needed to support Americas, EMEA, and APAC.
Ability to travel up to 10% both nationally and internationally.
Proven dynamic presentation and written communication skills.
Strong project management skills with demonstrated ability to manage multiple projects and priorities simultaneously.
Passion and commitment for adult learning best practices and techniques.
Intermediate skills with PowerPoint and broad understanding of Enablement tools including but not limited to: LMS (i.e., Cornerstone), Sales Enablement Platform software (i.e. Seismic), Gong, Spekit, LinkedIn Navigator.
Strong aptitude for collaborating and building relationships across complex organizations (including C-suite, SAE leaders, SAEs, marketing and product management).
Strong understanding of customer success principles and customer-centric mindset.