Job Description

Job Title: Customer Success Manager The Group: The Group: Morningstar\xe2\x80\x99s products transform our high-quality data, independent research, and technological expertise into well-designed tools that delight our clients. The product management, product development, and service teams collaborate with our Customer Success group to help provide clients with relevant products and bundled solutions. The Role: Morningstar is seeking Customer Success Manager for Morningstar Direct. 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 Customer Success Managers combine a thorough understanding of Morningstar\xe2\x80\x99s products with strong investment knowledge and business acumen to help clients make the most of our products. This position requires occasional client-facing travel within an assigned territory and is based in Mumbai. Responsibilities

• Work closely with clients & sales teams in understanding client requirements and creatively design best-of-breed solutions to meet those.
  • Educate clients about our institutional software, focusing on data, functionality and features; as well as on industry trends.
  • Identify opportunities within existing accounts, participate in account reviews and provide initial product demonstrations.
  • Develop account strategies with Sales and identify new user groups and business opportunities, which will help Morningstar meet and exceed revenue goals.
  • Responsible for converting product trials into subscriptions, promoting product usage, and maximizing client retention by helping companies integrate our products with their workflows.
  • Demonstrate superior product knowledge and consultative account management skills.
  • Provide valuable feedback and insight to the product team and developers.
  • Interact with Morningstar\xe2\x80\x99s data operations group, product managers, and internal service consultants to resolve client issues in a timely manner.
  • Contribute to market research, marketing and promotional events, and other projects as needed.

Requirements

• A bachelor\xe2\x80\x99s degree or the equivalent is required; business, mathematics, engineering, or related majors are preferred.
• More than 4 years of relevant work experience in the investment industry, with two year devoted to client service
• Familiarity with Morningstar Direct is desirable; expert product knowledge is preferred.
• A deep customer service focus and strong attention to detail.
• Possess a minimum of two years of customer service, training, or sales experience.
• A quantitative aptitude, strong knowledge of the institutional investment market, and a proven ability to build long-term client relationships.
• Prior experience supporting financial practices or financial software solutions is desirable.
• Excellent communication skills and the ability to present to clients with sophisticated investment knowledge and business experience.
• Excellent command of spoken and written English

Morningstar is an equal opportunity employer.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity Morningstar\xe2\x80\x99s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We\xe2\x80\x99ve found that we\xe2\x80\x99re at our best when we\xe2\x80\x99re 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\xe2\x80\x99ll have tools and resources to engage meaningfully with your global colleagues.