Top Customer Success Jobs
The Collections Specialist will manage the accounts receivable process, resolving overdue bills, collecting payments, assisting with client issues, and providing invoice analysis. This role includes collaboration with Sales, monitoring accounts, managing payment extensions, and supporting month-end close activities.
The role involves managing client relationships and ensuring customer satisfaction throughout the lifecycle. Responsibilities include onboarding, retention, and upselling opportunities, as well as responding to client inquiries and administrating client data in management systems.
The Specialist, Level II is responsible for managing data relationships between Morningstar and data vendors, ensuring data accuracy, and collaborating with various teams to resolve data issues. The role involves participating in quality improvement projects and supporting database integration while meeting established goals in a fast-paced environment.
The Customer Support Representative provides responsive end-user support via phone, email, and chat. Responsibilities include troubleshooting client issues, escalating when necessary, managing client interactions, and participating in process improvements and new hire training. Candidates should possess strong communication skills and a proactive approach to service delivery.
The Customer Success Onboarding Specialist at Morningstar is responsible for onboarding new clients by managing the implementation process, educating customers about the software platforms, and ensuring smooth adoption of products and services. The role requires attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining a strong focus on customer satisfaction.
The Senior Associate/Manager in Client Relations will manage client experiences by retaining and growing a client portfolio for ESG solutions. Responsibilities include providing excellent client service, developing expertise on products, enhancing client strategies, and working collaboratively with internal teams to meet client needs.
The Implementation Consultant will work in the Financial Planning group, focusing on onboarding and implementing CRM solutions for clients. Responsibilities include understanding client needs, managing implementation processes, improving client satisfaction, and analyzing workflows to recommend enhancements. The role requires collaboration with various teams and maintaining relationships with key client contacts.
As a Customer Success Manager at Morningstar, you will support institutional data clients by understanding their use of data/software, conducting business reviews, and identifying upsell opportunities. You will also ensure client satisfaction and facilitate communication between clients and internal stakeholders, while coordinating resolutions for escalated issues.
Seeking a Workday HCM Specialist to support Workday product roadmap developments, user training, and document creation. Responsibilities include providing user support, aligning with global process owners, and influencing the Workday product roadmap.
The Client Service & Implementation Analyst works in the Technical Implementation Team, managing platform tasks for clients and ensuring high-quality service. Responsible for oversight of implementation processes, liaising with custodians, creating user guides, managing bug requests, and attending meetings to resolve issues and respond to audits.
Top Companies Hiring Customer Success Roles
See All
All Filters
No Results
No Results
