Customer Success Manager

at  Morningstar Inc

Customer Success Manager

• Join a diverse community of great people who support their peers and their communities.
• We give our employees opportunities to grow from early career to experienced hires-and you can build a career that matters at Morningstar.
• We support personal and professional development through a variety of programs, including an annual Education Stipend that you choose how to spend to support your growth.

Welcome to Morningstar. We’re a people-centric company led by a mission to empower investor success.
At Morningstar, your contributions have meaning and can drive change. Across our 12,000 colleagues and 32 offices worldwide, we’ve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do. We’re always thinking about the next big thing. It’s how we grew from a startup to a global investment research company in just 35 years.
The Opportunity: We are seeking an experienced Customer Success Manager with a unique perspective. As a Customer Success Manager for Morningstar AdviserLogic and Licensee Solutions, you will provide superior service to financial adviser clients across Australia. Our Customer Success Managers combine a thorough understanding of Morningstar products with strong financial planning knowledge and business acumen to help clients make the most of our products.
This role is based in our Sydney Office and will require 3 days per week in our Barangaroo office. The role reports into our Customer Experience Manager, Adviser Software.
About you: The ideal candidate will have Australian financial planning experience or willingness to learn, with an emphasis on CRM implementation and adaption, stakeholder management and client engagement. We are seeking a results-orientated professional who can work directly and effectively in a highly collaborative agile software implementation setting. In this role, you will take ownership of the client experience from their first day onboard, including ascertaining user and stakeholder goals, and partnering to ensure product configuration, data migration, training and service is delivered to meet their goals.