Customer Success Manager Direct
Customer Success Manager Direct
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Job Description
About the Role
As 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 plan sponsor companies that use Morningstar Direct and other institutional products. Our client solutions consultants combine a thorough understanding of Morningstars products with strong investment knowledge and business acumen to help clients make the most of our products. This position requires occasional clientfacing travel within an assigned territory and is based in Toronto.
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 an initial 4 week onboarding 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 Morningstars 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
Possess a minimum of two to three years of customer service training or sales experience.
A quantitative aptitude and a confirmed ability to build longterm 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 fastpaced environment.
Proactive strategic and creative thinker with a collaborative approach to problemsolving and project management.
A bachelors degree or the equivalent is required.
Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week. Weve found that were at our best when were 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 youll have tools and resources to engage meaningfully with your global colleagues.
100MstarResCanad Morningstar Research Inc. (Canada) Legal EntityRequired Experience:
Manager
Employment Type
Full-Time
