Customer Success Manager

Job title:

Customer Success Manager

Company:

Morningstar

Job description

About the Role:Would you like to be the voice of Morningstar, delivering the highest quality of service and professionalism to our clients?We are looking for a Customer Success Manager who wants to push themselves in a career in Financial Services.You will work together with our institutional clients using Morningstar´s flagship analysis tool, Morningstar Direct, to ensure they are successful in using the product.Morningstar is a global investment research firm that compiles and analyzes investment data in a number of different lenses, including performance, risk and sustainability. The company provides an extensive line of products for individual investors, financial advisors and institutional clients.Job Responsibilities

• Become a product expert on Morningstar Direct, providing guidance and best practice advice on how customers can leverage Morningstar’s services. By building a trusted relationship you will retain current engagements and identify new opportunities to grow the customer’s business with Morningstar.
• You will play an important role in the Sales process, working closely with our Sales department to understand a client’s needs and map them to the capabilities of Morningstar Direct.
• Proactively build client relationships, including the ability to anticipate and listen to our clients’ needs. Achieve this by working closely with clients and liaising internally with Sales, Product and Customer Success Teams in order to meet customer requirements.
• Work closely with your assigned Morningstar client base to ensure high levels of service delivery and customer Return On Investment.
• Use your innovative approach to contribute to the business and work with product managers, data and sales colleagues in order to evolve Morningstar services.
• Initiate and drive client workshops and/or user forums to train and grow usage of Morningstar Direct.
• Proactively contribute to the renewal process and drive a strong renewal rate by continuously managing client satisfaction levels – and working closely with sales teams to identify and evaluate potential upsell opportunities.

Qualifications:Experience and soft skills

• Strong communication and presentation skills, both written and oral.
• Strong customer-centric, strategic approach.
• Fluency in English, Spanish and an additional language (German, French, Italian) is required. Fluency in French is advantageous.
• Proven organizational and multi-tasking skills.
• Ease in dealing with ambiguity; ability to create focus, coordination and keeping internal & external stakeholders on track.
• Experience in the Financial Services industry is preferred
• Ability to develop strong internal and external partnerships and relationships.
• Bachelor’s degree or equivalent.
• Experience in Project management is preferred

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.I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Expected salary

Location

Madrid

Job date

Sun, 30 Mar 2025 06:37:25 GMT

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