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Remote Morningstar Development Program Jobs in California

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Remote Morningstar Development Program information

What are the key skills and qualifications needed to thrive in the Remote Morningstar Development Program, and why are they important?

To thrive in the Remote Morningstar Development Program, candidates typically need a strong academic background in finance, business, economics, or related fields, along with analytical and problem-solving skills. Familiarity with data analysis tools like Excel, Python, or SQL and exposure to financial databases or certifications such as CFA Level I are advantageous. Strong communication, adaptability, and teamwork skills help participants collaborate effectively in a remote, cross-functional environment. These skills and qualities are crucial for successfully navigating rotational assignments, contributing meaningfully to projects, and building a foundation for a career in financial services.

How does the Remote Morningstar Development Program support professional growth and mentorship for new hires?

The Remote Morningstar Development Program is designed to provide early-career professionals with tailored mentorship, regular feedback, and rotational assignments across various business units. Participants benefit from structured learning opportunities, exposure to senior leaders, and collaboration with peers, which helps them build a strong professional network. The program emphasizes skill development and career planning, ensuring that participants are well-equipped to advance within Morningstar or pursue specialized roles aligned with their interests.

What is the Remote Morningstar Development Program?

The Remote Morningstar Development Program is a structured, early-career training and rotational program offered by Morningstar, Inc., designed for recent graduates and emerging professionals. Participants engage in a series of challenging assignments and projects, gaining exposure to different business areas such as data, research, product development, and technology, all while working remotely. The program is intended to accelerate career growth, build professional skills, and provide mentorship from experienced leaders. Successful completion often leads to full-time opportunities within Morningstar. The remote format allows participants to work from anywhere while collaborating with global teams.
What are the most commonly searched types of Morningstar Development Program jobs in California? The most popular types of Morningstar Development Program jobs in California are:
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What cities in California are hiring for Remote Morningstar Development Program jobs? Cities in California with the most Remote Morningstar Development Program job openings:

Sales Development Representative - Mandarin Speaking (remote)

Crimson Education

On-site, Remote

$640/day

Full-time

Posted 18 days ago


Job description

About Crimson
Crimson Education is the world's leading college admissions consulting firm, with over 1,490 Ivy League offers and 2,410 to the US Top 15. We help ambitious students gain admission to the world's top universities through expert-led guidance and proven, data-driven strategies. Crimson students are 7x more likely to get into the Ivy League than their peers. We were recently featured on the front page of the Wall Street Journal.
We're the only college admissions consultancy that brings together:
  • Former Ivy League and Top 20 admissions officers to rigorously review and refine applications
  • Professors and PhD teaching fellows from leading universities to guide students through original, independent research - with pathways to selective peer-reviewed publication or conference presentation
  • Past ISEF winners and judges who coach students to compete for state, national, and international science fair awards
  • Capstone project mentors who help students design and scale leadership initiatives with real-world impact, measurable outcomes, and credible external validation

We're backed by leading VC firms, including Tiger Global, Heal Partners, IceHouse Ventures, and Movac, and recently closed a USD $40M Series D funding round at a USD $640M valuation. We now operate across 21 markets worldwide, including the US, Canada, UK, Singapore, Japan, Hong Kong, Australia and New Zealand.
What are the main responsibilities for this role?
Working closely with the Marketing Manager and the North America Chinese marketing and sales team. This role will be focused on being the first point of contact for incoming potential Chinese clients (primarily parents), ensuring a smooth customer experience across a variety of Crimson programs, by:
  • Monitor leads and enrollments from marketing across all channels (Events, PR, WeChat, FB, Content, Emails, SEO & more) with weekly/monthly progress reporting, customer behavior, and user experience.
  • Making calls and responding to enquiries from parents and students to qualify them for sales processes, ensuring that data is diligently and accurately entered and managed within Crimson's Client Relations Management (CRM) system Salesforce.
  • Establish, develop and maintain positive and professional customer interactions and relationships for Crimson creating a positive first impression that aligns with the company's dedication to a high quality service
  • Updating the record of these leads and tracking their movements to the next stage of the sales pipeline in Salesforce
  • Schedule meetings for the leads to meet with Crimson's Academic Advisor
  • Continuously improving sales techniques, processes and enhancing industry
  • Able to manage sales target and KPI independently and as a team
  • Support in coordination of specific outreach tactics including expos, seminars, webinars, school talks, and related event support.

What skills and experience are required?
  • Native or Proficient in Mandarin
  • Proficient in English - Spoken/Written
  • Excellent communication skills
  • Excellent organization skills
  • Professionalism, Time and Stress Management, Confidence, Positive attitude (patience, empathy), Willingness to learn and go the extra mile
  • Experience in Chinese Marketing platforms and channels
  • Experience in Customer Service, Customer Success
  • Experience in the Education or professional services (e.g. marketing agency, financial services, management consulting, hospitality, etc.) sector and using CRM (Salesforce) and multiple systems and platforms
  • Experience in the education sector - for example, the high school or higher education space(s) (preferred but not mandatory)
  • Background in college consulting or similarly parent focused roles (preferred but not mandatory)

Why work for Crimson?
  • Flexible working environment, you will be empowered to structure how you work
  • Option to work from our many locations/remotely around the globe (role dependent) with us!
  • Limitless development and exposure- our internal promotions/role changes made up 33% of all recruitment last year.
  • $1,000 training budget per year- we love to level up!
  • Psychologist on staff
  • Impressive fireside chats and workshops to help the team continuously level up
  • Radical Candour is a feedback approach we live by
  • We're a global player with 28 markets (and growing) across the globe!

If you're passionate about education and people and looking for a fast-paced, collaborative environment, and want to work with cutting-edge technology then we'd love to hear from you!
Please keep an eye on your spam / junk email folder for correspondence from Team Tailor.
Department Sales & Marketing Role Sales Development Representative Locations California, Washington, Phoenix, Portland Remote status Fully Remote