Regional Sales Director (Fintech)

Location: Shenzhen, China; hybrid work with four days in-office each week in most locations

Company

Morningstar provides products and solutions for clients in the financial sector and supports collaboration with global colleagues.

What you will do

• Develop new business opportunities and manage client relationships within the assigned region.
• Sell Morningstar China products and solutions through consultative discovery of client needs.
• Manage the full sales cycle from needs assessment and solution development through quotations, negotiation, contracting, and closing.
• Support client renewals and drive cross-sell and upsell opportunities within existing accounts.
• Coordinate tender and bidding activities, including documentation, commercial proposals, and internal collaboration.
• Work with Product, Customer Success, Finance, Legal, and Sales teams to support execution and client experience.

Requirements

• At least 3 years of relevant experience in B2B sales, account management, business development, or client renewals.
• Strong client relationship management, consultative selling, commercial negotiation, organization, and execution skills.
• Experience working with financial institutions such as banks, securities firms, asset managers, wealth management firms, or fintech companies is preferred.
• Ability to manage multiple clients, sales opportunities, and internal processes simultaneously.
• Fluent written and spoken Mandarin and English required.

Culture & Benefits

• Hybrid work environment with regular in-person collaboration and four days in-office each week in most locations.
• Flexibility supported through a range of benefits and resources.
• Tools and resources provided for meaningful collaboration with global colleagues.