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Top Customer Success Jobs
Enterprise Web • Fintech • Financial Services
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.
Enterprise Web • Fintech • Financial Services
The Collections Specialist at Morningstar is responsible for managing accounts receivable, resolving overdue bills, and assisting with client inquiries. This role includes analyzing client invoices, managing payment extensions, and providing support to the Sales team regarding billing issues. The specialist must monitor accounts daily and communicate effectively with clients to facilitate collections for past due invoices.
Enterprise Web • Fintech • Financial Services
As a Customer Success Manager for Morningstar Direct, you will provide exceptional service to institutional clients, educate them on software features, develop account strategies, and enhance client retention. You'll leverage your investment knowledge and consultative skills to identify growth opportunities and resolve client issues, while collaborating with internal teams to optimize product use.
Enterprise Web • Fintech • Financial Services
The Workday Integrations Developer will support Workday Corporate Systems by implementing and managing integrations using various Workday tools, gathering requirements, testing, and providing solutions based on business needs while working with stakeholders. A background in HR and Payroll functional knowledge is beneficial but not mandatory.
Top Skills:
Workday
Enterprise Web • Fintech • Financial Services
The Associate Korean Language Specialist is responsible for translating financial data, managing translation projects, building dictionaries, and collaborating with various teams to enhance equity datasets while ensuring data accuracy and completeness in a global environment.
Top Skills:
ExcelSQL
Enterprise Web • Fintech • Financial Services
As a Senior Specialist in Early Career Programs, you will provide frontline support for Talent & Culture inquiries, improve customer service processes, lead project initiatives, promote a learning culture, and enhance team effectiveness while ensuring confidentiality and discretion.
Enterprise Web • Fintech • Financial Services
The Head of Portfolio Specialists will lead a team providing support to advisory clients and promote Morningstar's Managed Portfolios. Responsibilities include training, collaborating with various teams on marketing strategies, refining the go-to-market approach, and presenting at industry events.
Enterprise Web • Fintech • Financial Services
The Senior RFP and Legal Specialist manages the RFP process, prepares and reviews legal documents, ensures compliance, and collaborates across departments to support proposal submissions. They maintain RFP document organization, negotiate legal terms, and stay updated on industry regulations.
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