Teams at Morningstar

Manage a portfolio of strategic clients to drive retention and expansion. Onboard and train users, conduct business reviews, analyze usage/health data, collaborate with Account Managers, document interactions in Catalyst, and promote product adoption using tools like Tableau and Highspot.

Plan, activate, and optimize top-of-funnel APAC research marketing campaigns across email, digital, social, paid, events, and webinars. Collaborate with global research, creative, and comms teams, manage multiple campaigns, analyze KPIs to optimize performance, and localize messaging for regional audiences.

Support APAC sales by structuring pricing and commercial proposals, managing contract lifecycle (drafting, negotiation, renewals), enforcing pricing compliance and rate card adoption, improving processes and tools (Salesforce/CPQ), and partnering with Sales, Legal, Finance, Product and Operations on complex deals.