Job Description

Title : Implementation ConsultantThe Group: The Financial Planning group builds solutions and capabilities that enable financial advisors to deliver compliant and comprehensive financial advice so that their retail clients and investors meet their goals. The solutions leverage Morningstars extensive data and research capabilities across all stages of financial advice making the advice process compliant, efficient and effective.The Role: The Morningstar AdviserLogic - Onboarding and Implementation team is looking for an execution-focused Professional to join us as a Associate Customer Success Manager. The ideal candidate will have familiarity with the financial Wealth and advice industry with an emphasis on CRM implementation, Client engagement and data dissemination. We are seeking a results-orientated professional who can work directly and effectively in a highly collaborative, Agile software implementation settings. In this role, you will take ownership of Onboarding and implementation developing a deep understanding of the type of business our client involved in, develop user confidence in CRM product improving overall advice business process and proactive client outreach.Responsibilities:

• Work to understand a client's business environment and uncover their sales challenges to recommend the appropriate services.
• Prepare plan and documents all system integration requirements and develop all analytical functions such as data mapping, and provide support to all implementation processes.
• Design all code prototypes to validate requirements and maintain knowledge of all product functionality according to customer requirement.
• Assist customers to analyze all onboarding and implementation requirements and provide efficient solutions for same and participate in working of the implementation team.
• Proactively manage and increase client satisfaction.
• Understand business, operations and technology requirements, serving as a conduit between stakeholders, operations, and technology teams.
• Breakdown and analyze complex workflows and systems, identify inefficiencies/areas for improvement, and define solutions to improve the client experience.
• Coordinate with functional groups and identify all required enhancements and processes changes as per client requirement to resolve all issues and provide support to all clients for the implementation process.
• Establish a professional working relationship with clients, focusing mainly on the decision-maker and Demonstrate ability to grow relationships and build credibility with key clients contacts at an all levels.
• Track Key Performance Indicators and measurements of product success as it relates to deploying platform improvements.

Requirements:

• A minimum of a bachelors degree. MBA Preferred ( with 1 to 2 years of Exp.)
• 3-5 years experience in Professional Services, Support or Consulting preferably in CRM space.
• Experience in managing software as a service (SAAS) implementations.
• Proven track record of developing and maintaining profitable and reference-able customer relationships.
• Demonstrate and ensure timely and thorough communication of strategy, deliverable status, and results
• Ability to think strategically and align client business pain points to solution options and implementation approach
• Possess strong presentation skills and credibility with senior-level executives
• Demonstrated knowledge of and passion for investments, including stocks, indexes, funds and ETFs.
• Strong problem-solving, analytical, and planning skills, and the ability to excel in a fast-paced environment while delivering high-quality work.
• Ability to lead team decision-making processes and foster an environment of teamwork.
• Proficiency in MS Office.
• Excellent oral and written communication skills.
• Self-directed and detail-oriented.

Morningstar is an equal opportunity employer. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal EntityIf you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, weve found that were at our best when were purposely together on a regular basis, typically 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.

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