(Associate) Customer Success Manager

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 29 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.
About the role: As Associate Customer Success Manager or a Customer Success Manager, you will provide superior service to institutional investment software clients and users. This role will interact extensively with clients at asset management, investment consulting, insurance, wealth management, and advise companies that use Morningstar Direct and other institutional products. Our Customer Success Managers combine a thorough understanding of Morningstar's products with strong investment knowledge and business acumen to help clients make the most of our products. This position requires occasional client-facing travel and is based in the Sydney office.
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.

Qualifications:

• 0-2 years of experience in customer success, account management, or a similar client-facing role for an Associate Customer Success. A minimum of three years of customer service, training, or sales experience for Customer Success Manager.
• 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.
Build a career that matters at Morningstar
At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don't all think the same way and encourage unique perspectives helps create great products and services for our clients. Morningstar deeply values diversity and considers having a diverse employee base as core to the intellectual vibrancy of our spaces, the employee experience, and ultimately our business success. We are proud that we have been acknowledged with Best Places to Work certifications in many of our global locations.
We foster an open, inclusive and flexible work environment that empowers employees to manage their responsibilities independently. Talk to us about what you need.
Sound like the sort of role for you? Apply now.
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.