SDR Manager

The Role:

The SDR Manager leads a team of Sales Development Representatives to identify and qualify leads, ensuring a strong pipeline for the sales team. This role involves hiring, coaching, and developing SDRs, analyzing performance metrics, and optimizing processes to achieve team goals.

Responsibilities:

Team Leadership & Development 

• Hire, onboard, and train new SDRs to build a high-performing team. 

• Provide ongoing coaching, feedback, and performance evaluations. 

• Foster a collaborative and positive team environment. 

Strategy & Execution 

• Design and implement effective outreach strategies to generate qualified leads. 

• Collaborate with marketing and sales teams to align lead generation efforts. 

• Develop and refine call scripts, email templates, and other outreach tools. 

Performance Management 

• Track and analyze key performance indicators (KPIs), such as call volumes, email outreach, and lead conversion rates. 

• Set individual and team goals, ensuring alignment with broader organizational objectives. 

• Address underperformance through structured improvement plans. 

Process Optimization 

• Implement and maintain tools and technologies (e.g., CRM, sales engagement platforms) to streamline workflows. 

• Continuously analyze data and adjust processes to enhance efficiency and outcomes. 

Reporting & Communication 

• Provide regular updates to leadership on SDR team performance and pipeline contributions. 

• Share insights on market trends and customer needs gathered through outreach activities. 

Qualifications 

• Bachelor’s degree required. 

• For external hires: 2–3 years of leadership experience in a Sales or SDR role. 

• For internal candidates at Morningstar: 2 years of sales and/or relevant SDR experience. 

• Strong communication and interpersonal abilities. 

• Analytical mindset with experience using CRM and analytics tools (e.g., Salesforce, HubSpot). 

• High level of organizational skills and attention to detail. 

• Ability to motivate and inspire teams to achieve challenging goals. 

Total Cash Compensation: $111,400 - $150,000 USD Annual

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
  • 75% 401k match up to 7%
  • 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 Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Education Stipend
  • 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 work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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.