Benjamin Legere
Customer Success Manager @ Morningstar
About
SaaS sales and client success professional with deep expertise in Morningstar Direct and a track record of driving adoption, education, and long-term value for clients. I specialize in helping financial professionals get the most from their software investments—whether through hands-on support, strategic guidance, or scalable enablement solutions. My background spans sales, account management, and partnership development, with a consistent focus on revenue growth and client retention. I’m passionate about making complex platforms more approachable and impactful for end users. To stay ahead of financial and digital trends, I completed a FINRA Securities Industry Essentials license and a Digital Marketing Strategies program at Kellogg School of Business—equipping me with fresh tools and insights to better support clients in an evolving financial and SaaS landscape. Specialties: SaaS, client education, Morningstar Direct, digital marketing, CRM, account management, business development, sales enablement, email strategy, and process improvement.
United States
Chicago
Financial Services
Customer Support, Support Management, Client Onboarding, Account Panning, Computer Software Training, Outside Sales, Microsoft Office, Sales, Customer Acquisition, Inventory Management, Sales Management, Account Management, Purchasing Negotiation, Sales Presentations, Cold Calling, Business Development, Strategic Planning, Sales Operations, Marketing, Business Analysis
Experience

Customer Success Manager
Chicago, Illinois, United States
● Regularly ranking in the top 5 global CSMs in customer satisfaction score ● Rapidly promoted to managing enterprise-level accounts within one year by demonstrating deep expertise in Morningstar Direct, Morningstar’s flagship investment analysis and reporting platform ● Serve as a trusted advisor to institutional clients, including asset managers and financial advisors, helping optimize workflows and maximize value from the platform ● Primary point of contact for high-value users, resolving technical and strategic workflow challenges across investment analysis, portfolio construction, and reporting ● Lead the creation of branded, client-facing reports that support financial professionals in delivering insights to their end clients ● Partnered with Product and UX teams via Voice of the Customer programs to enhance platform features based on client needs ● Designed and launched updated in-platform training modules, improving client onboarding and ongoing platform adoption

Account Executive
Greater Chicago Area
● Owned the full sales cycle for Spark Hire’s cloud-based SaaS platform in the HR and recruiting space—from prospecting and discovery to negotiation and close ● Developed deep product fluency to advise talent acquisition teams on how to streamline hiring with asynchronous video interviews ● Consistently exceeded sales quotas, ranking among top performers and helping drive team-wide success ● Built and managed a robust, high-quality pipeline through outbound prospecting and personalized engagement strategies

Account Executive
Chicago, Illinois
● Consulted with enterprise clients to deliver custom digital marketing and employer branding solutions that elevated talent & brand strategies ● Led end-to-end sales cycle—from in-depth discovery and needs analysis to proposal development, pricing, and contract negotiation ● Developed tailored business cases and data-driven presentations using Keynote and PowerPoint to highlight campaign opportunities across Glassdoor’s advertising and job distribution platform ● Collaborated cross-functionally with marketing, product, and client success teams to align Glassdoor’s offerings with client objectives

Territory Sales Manager
Greater Chicago Area
● Managed a $2MM+ territory spanning 300+ accounts across the Greater Chicago Area, including cabinet manufacturers and industrial production facilities ● Analyzed key performance metrics, territory trends, and customer pain points to identify growth opportunities and close performance gaps for large-scale kitchen manufacturers ● Collaborated with interior designers and third-party vendors to introduce clients to new product innovations and evolving market trends, ensuring competitive advantage and customer retention

Line Supervisor
Ship-Right Solutions
Portland, Maine, United States
Oversaw and motivated 5-person team in order to maintain maximum production line efficiency and meet production goals. Maintained all production paperwork, including recording and reconciling staff hours and production data.

Passenger Coordinator
Portland, Maine, United States
Responsible for safety practices for over 400+ passengers on 5 different boats. Liaison between the captain, the land-based personnel and the different departments onboard to make sure that the guests received what they need, and that everything runs smoothly.
Benjamin Legere's Contact Information
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