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.

QUALIFICATIONS:

• A minimum of three years of customer service, training, or sales experience.
• A quantitative aptitude, and a confirmed ability to build long-term client relationships.
• Excellent communication and interpersonal skills, and the ability to present to clients with sophisticated investment knowledge and business experience.
• Prior experience supporting financial practices, licensed data content, or financial software solutions is desirable.
• A deep customer service focus, strong attention to detail, and ability to excel in a fast-paced environment.
• Proactive, strategic, and creative thinker with a collaborative approach to problem-solving and project management.
  If you meet all or some of the qualifications, we’d still love to hear from you.

JOB RESPONSIBILITIES:

• Educate clients about our software, focusing on data, functionality and features, as well as on industry trends.
• Responsible to drive adoption and retention for new firms/users by providing thorough training of our Morningstar Direct platform.
• Collaborate with CSMs to sustain business retention and growth by maximizing product value.
• Conduct proactive outreach to drive higher connectivity with clients.
• Build superior product knowledge and consultative account management skills.
• Interact with Morningstar’s product managers and internal service consultants to resolve client issues in a timely manner.
• Analyze customer data using resources such as Tableau and Salesforce to improve customer experience.

SOUND LIKE THE SORT OF ROLE FOR YOU? .

The preferred candidate will be subject to background screening by Morningstar or by our external third-party provider.
704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least 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.
Job ID REQ-043019