Solution Consultant

Solution Consultant

Position Summary

The Solution Consultant is the primary business advisor throughout the customer lifecycle, partnering with Sales, Solution Engineering, Product Management, and Customer Success to design, implement, and optimize Morningstar solutions. The role combines consultative selling, business analysis, implementation planning, and customer adoption to ensure clients achieve measurable business outcomes.

As part of Morningstar's operating model transformation, the Solution Consultant owns the client relationship from discovery through implementation and adoption, reducing organizational handoffs while increasing delivery quality and operational efficiency.

Key Responsibilities

Client Discovery & Solution Design

Lead client discovery workshops to understand business objectives, workflows, and functional requirements.

Translate business needs into scalable Morningstar solution designs.

Develop implementation strategies aligned with client priorities.

Business Consulting

Serve as the trusted advisor for clients throughout the engagement.

Recommend best practices based on Morningstar products, industry trends, and investment workflows.

Identify opportunities to improve operational efficiency and maximize platform adoption.

Support strategic client initiatives through consultative guidance.

Implementation Planning

Own implementation planning and functional solution design.

Coordinate onboarding activities with Solution Engineers and Customer Success Managers.

Ensure business requirements are accurately translated into implementation deliverables.

Manage scope, risks, and stakeholder expectations during implementation.

Customer Adoption

Develop adoption strategies that maximize utilization of Morningstar capabilities.

Support change management and user enablement activities.

Measure adoption success and recommend optimization opportunities.

Partner with Customer Success to drive long-term client value.

Cross-functional Collaboration

Partner closely with Sales throughout the opportunity lifecycle.

Collaborate with Product Management to provide client feedback and influence roadmap priorities.

AI & Technology Responsibilities

Leverage AI tools to automate meeting summaries, requirements documentation, proposal generation, and implementation planning.

Utilize AI-generated insights to improve solution recommendations and customer engagement.

Continuously identify opportunities to simplify delivery through automation and standardized processes.

Promote adoption of AI-enabled workflows across the Solution organization.

The Group: The Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group’s product management, product development and product success teams, collaborate to help provide clients with relevant products and bundled solutions through a seamless pre-sales experience and frictionless implementation.

Requirements

+ 3-5 years of experience

+ Excellent writing, communication, problem solving, organizational, and analytical skills

+ Ability to work independently and manage competing priorities and deadlines

+ A friendly professional demeanor and ability to excel in a highly collaborative team environment

+ Familiarity with Morningstar products and capabilities will be a plus

+ A bachelor’s degree is required. MBA or CFA is a plus

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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