Top Customer Success & Experience Jobs

Provide global client support for ESG research products and data, managing onboarding, account permissions, deliverables, and methodology/data queries. Triage cases, maintain SLAs, update CRM, and collaborate with Client Success and Sales to ensure client retention and satisfaction.

Manage a portfolio of strategic clients to drive retention and expansion. Onboard and train users, conduct business reviews, analyze usage/health data, collaborate with Account Managers, document interactions in Catalyst, and promote product adoption using tools like Tableau and Highspot.

Manage client onboarding for Morningstar technology, lead implementations and training, coordinate data migrations and internal teams, document requirements and timelines, mitigate risks, and ensure successful handover to Customer Success while improving onboarding processes.

Provide high-quality inbound telephone and email support to financial advisers globally, resolving platform, investment and tax wrapper queries. Act as a subject matter expert, handle escalations, coach colleagues, identify improvement opportunities, support onboarding and contribute to projects and quality assurance.

Provide expert post-sales client support for Morningstar research and analytical products, resolve escalations, maintain product knowledge, meet service levels, advocate for clients, and coordinate with internal teams to ensure timely responses and excellent client experience.

Provide expert post-sales support for Morningstar research, data and analytics products; resolve escalated client issues; collaborate with Product, Data, Engineering and Implementation teams to ensure timely delivery and quality; maintain product knowledge, document processes, and advocate for clients while meeting service levels and supporting global 24x7 operations.