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About the role

We are looking for a Customer Success Manager who wants to push themselves in a career in Financial Services.

In this position your responsibilities will grow with the role, commensurate with success. Along with providing top-tier support to clients of Morningstar Enterprise Products, you will be involved in enhancing our global service delivery model.

As a Customer Success Manager, you will be responsible for understanding your customers’ business drivers and their desired outcomes, so that Morningstar can deliver value and help customers achieve their goals.

You will closely align with your clients and help them leverage Morningstar’s suite of Enterprise products to meet their goals – and as a result deliver customer return on their investment, so that Morningstar is able to retain and grow the account.

You will serve as the voice of Morningstar and ensure that the highest quality of service is offered to our customers.

Founded on teamwork, you will be part of an organisation that will enable you to learn and grow with your peers, all the time supported by Morningstar Product, Sales, and Services teams.

Job Responsibilities

  • As a Morningstar Customer Success Manager, you will be a Product expert, providing guidance and best practice advice on how customers can leverage Morningstar services. By building a trusted relationship you will retain current engagements and identify new opportunities to grow the customer’s business with Morningstar.
  • Proactively build effective client relationships, including the ability to anticipate and listen to our clients’ needs. Achieve this by working closely with clients and liaising with internal Sales & Product 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.
  • Act as the key escalation point for data, functional, and technical issues that arise from all Morningstar products for assigned clients. Collaborate with other internal resources as necessary until an issue is resolved and communicated back to the relevant stakeholders.
  • Use your innovative approach to contribute to the business and work with product managers, data and sales colleagues in order to evolve Morningstar services.
  • Proactively contribute to the renewal process and drive a strong renewal rate by continuously managing customer health - and working closely with sales teams identify & evaluate potential upsell opportunities

Qualifications

  • Fluent French is mandatory.
  • 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.
  • Ability to develop strong internal and external partnerships and relationships.
  • Knowledge and interest of the Financial Services industry is an advantage.
  • Bachelor’s degree or equivalent.

Why you will like working here

  • You will work in a Global team, together with peers, product managers and other Morningstar employees all over the world.
  • You will get to know the financial industry, our clients and their needs.
  • You will work and deep dive in all parts of Morningstar data, analysis and research.
  • You will have the chance to develop your technical skills and understanding.
  • You will be part of an inclusive, entrepreneurial culture where difference is embraced.
  • Casual dress code is the norm, no formal suits for us unless we have client meetings.
  • We are in Shoreditch.

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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Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues.

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Confirmed 7 hours ago. Posted 20 days ago.

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