Role Description Du möchtest im B2B-Vertrieb durchstarten und Schritt für Schritt eigene Verantwortung übernehmen? Bei dacon arbeitest du eng mit unserer Geschäftsführung und unserem Sales Manager zusammen und lernst den gesamten Vertriebsprozess kennen – von der Lead-Recherche bis zum Vertragsabschluss. Unser Ziel: Dich innerhalb der nächsten 3–4 Jahre gezielt zu einer eigenständig agierenden Vertriebspersönlichkeit und perspektivisch zum Sales Manager zu entwickeln. - Unterstützung im gesamten Vertriebsprozess - Recherche potenzieller Kunden und Ansprechpartner - Pflege unseres CRM-Systems - Erstellung von Angeboten, Präsentationen und Vertriebsunterlagen - Vor- und Nachbereitung von Kundenterminen - Betreuung von LinkedIn, Website, Newslettern und Mailings - Organisation und Begleitung von Messen und Kundenveranstaltungen - Schrittweise Übernahme eigener Kundenkontakte und Vertriebsaktivitäten Qualifications - Kaufmännische Ausbildung oder Studium, z. B. BWL, Marketing oder Kommunikation - Erste Erfahrung im Vertrieb, Marketing oder einer vertriebsnahen Position - Freude am Kontakt mit Kunden und Partnern - Kommunikationsstärke, Eigeninitiative und eine strukturierte Arbeitsweise - Klarer Wunsch, dich im Vertrieb weiterzuentwickeln - Sicherer Umgang mit MS Office und Offenheit für moderne KI-Tools - Sehr gutes Deutsch und gute Englischkenntnisse Benefits - Wir sind Spezialisten für komplexe Datenmigrationen und entwickeln mit DataBridge unsere eigene Plattform für Datenmigration und Testdatenmanagement. - Bei uns arbeitest du nah an der Geschäftsführung, unseren Kunden und echten Vertriebsentscheidungen. - Wir suchen keine klassische Assistenz. Wir suchen jemanden, den wir im Vertrieb aufbauen können. - Du möchtest mit uns wachsen und zunehmend Verantwortung übernehmen? Company Description dacon ist Datenmanagement-Spezialist für die Finanzindustrie. Wir begleiten Unternehmen bei der digitalen Transformationen und bieten spezialisierte IT-Lösungen für die Themengebiete Datenmigration, Testdatenbewirtschaftung, (standardisierter) Datenaustausch und Datenbewirtschaftung von Data-Warehouses oder Business-Intelligence-Lösungen. Wir arbeiten seit über 15 Jahren für namhafte Versicherungsgesellschaften, daher kennen wir die besonderen Anforderungen der Branche an moderne IT-Lösungen.

• Manage new business development and account management for sales revenue goals • Build and maintain relationships with clients in the AV rental and staging industry • Collaborate with Customer Success and Logistics teams

• Responsible for all sales related activities and sales performance in the region • Participates in formulating and administering company policies and procedures and developing long range goals and objectives • Directs and coordinates activities of region for which responsibility is delegated to further attainment of goals and objectives. • Works with other departments such as Marketing, Customer Service, Operations and Accounting to achieve goals.

The Group: Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a global team, we build upon our renowned data, research, analytics and thought leadership to deliver intelligent, flexible, and scalable products into the hands of our clients. By bringing the best of Morningstar together, we remove friction, save time, and help clients achieve goals. The Role: Our Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets. As a Regional Sales Director, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs). You will be representing the vast array of capabilities, capital market insights, and investment solutions and products, all carrying the Morningstar brand. If you are excited about the asset management business, working on a team with other driven individuals, and seeking to influence others and make an impact, then we'd like to talk to you. The territory for this role is the Pacific Northwest (California, Seattle, Arizona) and can live anywhere in these regions. Responsibilities: - Drive sales results with target market of financial advisors in your respective region. - Establish, cultivate, and develop strong relationships with existing advisor base. - Conduct group and one-on-one meetings to promote the Morningstar Platform and Managed Portfolios. - Follow up on leads in tandem with your internal sales consultant. - Strategically manage time to maximize sales in territory. - Utilize Salesforce as a CRM to maximize penetration success. - Perform special tasks as needed. Qualifications: - Minimum of 4 years related industry experience. - Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community. - Strong ability to understand and evaluate a financial advisor's practice. - Ability to work independently as well as in concert with an internal sales counterpart. - Strong interest and ability to explain portfolio management concepts. - Ability to work in a team environment and own issues as they arise. - Nice to have: CFP or other Designations Total Cash Compensation: $260,100 - $468,175 USD 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 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.