Overview
We are looking for a high-performing Senior Associate on Sustainalytics Customer Success team.
You will own retention and adoption for a portfolio of leading financial institutions across the BeNeLux region. Your success will be measured by client retention and growth, product adoption and client satisfaction.
You will serve as the primary customer success manager for a portfolio of accounts and act as a trusted contact to ESG, sustainable investment, risk, and portfolio management teams.
This role offers the opportunity to work with some of the leading investors in Europe, helping them integrate ESG and sustainability considerations into investment decision-making while partnering closely with subject matter experts across Morningstar Sustainalytics.
Key Responsibilities
- Manage and retain a portfolio of clients by:
- Developing and executing account plans
- Driving product adoption and value realization
- Identifying and mitigating churn risks
- Partnering with Sales on expansion opportunities
- Delivering training, onboarding, and strategic reviews
- Build relationships with senior stakeholders across investment, ESG, research, product, and risk functions.
- Provide excellent client service including responding to client queries, supporting data delivery, managing issue resolution, supporting change management and maintaining accurate data records to support efficient processes.
- Act as a subject matter expertise on Sustainalytics’ products and use cases.
- Act as a liaison between clients and Sustainalytics’ internal teams.
Qualifications
- Dutch language fluency required; English fluency required.
- 4+ years of experience in Customer Success, Account Management, Relationship Management, Consulting, or a related client-facing role.
- Proven track record of retaining and growing client relationships.
- Excellent presentation, communication, and stakeholder management skills
- Strong analytical and problem-solving abilities, with comfort interpreting and discussing data.
- Ability to influence and collaborate across multiple internal team
- Experience working with institutional investors, investment research, market data, financial technology, ESG research, or sustainability-related solutions is preferred.
- Self-motivated, highly organized, and results-oriented.
Bonus Target:
12.5% AnnualWe expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.
B99_MstarHollandBV Morningstar Holland BV Legal EntitySkills Required
- Fluency in Dutch
- Fluency in English
- 4+ years of experience in Customer Success, Account Management, Relationship Management, Consulting, or a related client-facing role
- Proven track record of retaining and growing client relationships
- Excellent presentation, communication, and stakeholder management skills
- Strong analytical and problem-solving abilities, including comfort interpreting and discussing data
- Ability to influence and collaborate across multiple internal teams
- Experience with institutional investors, investment research, market data, financial technology, ESG research, or sustainability-related solutions
- Self-motivated, highly organized, and results-oriented
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time-off policies include flexible PTO and a paid sabbatical every four years, often highlighted as a standout perk. Feedback suggests this structure supports strong work–life balance and meaningful breaks.
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Parental & Family Support — Policies advertise a global minimum of 16 weeks for primary caregivers, up to 8 weeks for secondary caregivers, and at least six weeks of paid caregiving leave. These offerings signal above-average support for family and caregiving needs.
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Retirement Support — Retirement programs feature employer 401(k) contributions/matching, with some postings citing a 75% match on up to 7% of pay. Feedback suggests these offerings are a strong pillar of the package.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
