Customer Success Manager

Job Description

About the Role:Would you like to be the voice of Morningstar, delivering the highest quality of service and professionalism to our clients We are looking for a Customer Success Manager who wants to push themselves in a career in Financial Services. You will work together with our institutional clients using Morningstars flagship analysis tool, Morningstar Direct, to ensure they are successful in using the product. Morningstar is a global investment research firm that compiles and analyzes investment data in a number of different lenses, including performance, risk and sustainability. The company provides an extensive line of products for individual investors, financial advisors and institutional clients.Job Responsibilities

• Become a product expert on Morningstar Direct, providing guidance and best practice advice on how customers can leverage Morningstars services. By building a trusted relationship you will retain current engagements and identify new opportunities to grow the customers business with Morningstar.
• You will play an important role in the Sales process, working closely with our Sales department to understand a clients needs and map them to the capabilities of Morningstar Direct.
• Proactively build client relationships, including the ability to anticipate and listen to our clients needs. Achieve this by working closely with clients and liaising internally with Sales, Product, and Customer Success Teams in order to meet customer requirements.
• Work closely with your assigned Morningstar client base to ensure high levels of service delivery and customer Return On Investment.
• Use your innovative approach to contribute to the business and work with product managers, data, and sales colleagues in order to evolve Morningstar services.
• Initiate and drive client workshops and/or user forums to train and grow usage of Morningstar Direct.
• Proactively contribute to the renewal process and drive a strong renewal rate by continuously managing client satisfaction levels - and working closely with sales teams to identify and evaluate potential upsell opportunities.

Qualifications:Experience and soft skills

• Strong communication and presentation skills, both written and oral.
• Strong customer-centric, strategic approach.
• Fluency in English, Spanish, and an additional language (German, French, Italian) is required. Fluency in French is advantageous.
• Proven organizational and multi-tasking skills.
• Ease in dealing with ambiguity; ability to create focus, coordination, and keeping internal & external stakeholders on track.
• Experience in the Financial Services industry is preferred.
• Ability to develop strong internal and external partnerships and relationships.
• Bachelors degree or equivalent.
• Experience in Project management is preferred.

Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate in-person 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.Location: Madrid, SpainLegal Entity: Morningstar India Private Ltd. (Delhi)

Keyskills :
customer relationship management project management experiencestrong communication skillsclient needs anticipation proficient language skillscustomer success manager product expert client relationships presentation skillssales process client sa