Solution Consultant

USCIS

Solution Consultant engaging clients and managing the full implementation process at Morningstar. Partnering with Sales and Technology teams for successful onboarding and value realization.

Posted 7/2/2026full-timeChicago • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $74,325 - $109,008 per yearWebsite

Tech Stack

Tools & technologies

AWSCloudPython

About the role

Key responsibilities & impact

Partner with Sales to engage prospective clients and understand their business processes, goals, and challenges.
Lead discovery sessions and conduct needs analysis to identify opportunities where Morningstar solutions can deliver value.
Develop and deliver product demonstrations, presentations, and proposals.
Translate client needs into clear business, functional, and technical requirements.
Own end-to-end implementation from contract signature through onboarding and go-live.
Manage project scope, timelines, risks, and dependencies.
Facilitate decision-making across stakeholders, balancing trade-offs to deliver optimal solutions.
Break down requirements into structured deliverables (e.g., user stories, acceptance criteria) and collaborate with Technology teams.
Lead client trainings, technical sessions, and onboarding activities.
Ensure successful integration, adoption, and formal client sign-off.
Proactively manage opportunities and priorities in support of clients and Sales teams.
Serve as the primary point of contact throughout the client lifecycle.
Maintain clear, consistent communication on project status, milestones, and risks.
Ensure a smooth transition to Client Services following implementation.
Capture client and market feedback during discovery and delivery.
Partner with Product Management to inform enhancements and roadmap priorities.
Stay current on industry trends and evolving client needs.

Requirements

What you’ll need

Experience in financial services or the investment industry.
Proven experience in a client-facing role across sales, pre-sales, implementation, or service.
Strong communication and presentation skills with both technical and business audiences.
Experience working cross-functionally with Sales, Product, and Technology teams.
Highly motivated, adaptable, and able to thrive in a fast-paced environment.
Bachelor’s degree required; MBA or CFA is a plus.
Familiarity with Morningstar enterprise products and capabilities is a nice to have.
Experience with data platforms, APIs, or cloud and AI technologies (e.g., Snowflake, AWS, Claude, Copilot) is a nice to have.
Exposure to Agile methodologies is a nice to have.
Basic programming or data analysis skills (e.g., Python, R) are a nice to have.

Benefits

Comp & perks

100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Comprehensive health benefits (medical/dental/vision)
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
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
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Requirements AnalysisData AnalysisBasic ProgrammingUser Story DevelopmentAcceptance Criteria Definition

Soft Skills

AdaptabilityMotivationPresentation Skills

Certifications

Bachelor's DegreeMBACFA