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 Morningstar's 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.
The Role: Morningstar is seeking a Customer Success Manager for our institutional research platform Morningstar Direct to be based in our office in Madrid.
In this role, you will be responsible for understanding your customers' business drivers and their desired outcomes, so that Morningstar can deliver value, retain and grow the accounts, and meet contractual commitments.
The ability to communicate clearly and form strong relationships with our clients is critical for this role.
Founded on teamwork, you will be part of an organization in Europe and globally that will enable you to learn and grow with your peers, while being supported by Morningstar Product, Sales, and Service teams.
Job Responsibilities Become a product expert on Morningstar Direct, providing guidance and best practice advice on how customers can leverage Morningstar's services.
By building a trusted relationship, you will retain current engagements and identify new opportunities to grow the customer's business with Morningstar.
You will play an important role in the Sales process, working closely with our Sales department to understand a client's 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 Fluency in English, Spanish, and German.
Strong communication and presentation skills, both written and oral.
Strong customer-centric, strategic approach.
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.
Bachelor's degree or equivalent.
Hybrid Work Model Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week.
A range of other benefits are also available to enhance flexibility as needs change.
No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
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