ChicagoRecruiter Since 2001
the smart solution for Chicago jobs

Customer Success Manager

Company: Morningstar
Location: Chicago
Posted on: November 23, 2020

Job Description:

The Group:

Morningstar's 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 Managers for Morningstar Direct, Morningstar Office, and Morningstar Enterprise teams.

Morningstar Direct

As a Direct 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 client solutions consultants combine a thorough understanding of Morningstar's 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 the Chicago, New York, San Francisco, or Boston areas

Morningstar Office

As an Office Customer Success Manager, you will handle relationships with a wide range of new and existing financial advisors using the Morningstar Office product. You will provide world-class support and service to our clients by understanding how our clients use our solutions to drive their business, train clients on the product, and assist them in implementing the product into their day-to-day business. You will also work closely with sales counterparts on client retention and additional revenue opportunities. This position requires occasional client-facing travel within an assigned territory and is based in the Chicago office.

Enterprise

As an Enterprise Customer Success Manager, you will provide world-class support and service to our institutional data and software clients by understanding how our clients use our solutions to drive their business and by assisting the sales team in identifying new business opportunities. This team is committed to servicing clients across all segments and of all sizes for several innovative products including Morningstar Licensed Data, Morningstar Essentials, Morningstar Annuity Intelligence, Morningstar Advisor Workstation, and Enterprise Components.

Responsibilities


  • Educate clients about our 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.
  • Collaborate on 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's 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 deep customer service focus, strong attention to detail, and ability to excel in a fast-paced environment.
    • Proactive, strategic, and creative thinker with a collaborative approach to problem-solving and project management.
    • Possess a minimum of three years of customer service, training, or sales experience.
    • A quantitative aptitude, and a confirmed ability to build long-term client relationships.
    • Excellent communication and interpersonal skills, and the ability to present to clients with sophisticated investment knowledge and business experience.
    • Prior experience supporting financial practices, licensed data content, or financial software solutions is desirable.
    • A bachelor's degree or the equivalent is required.

      Morningstar is an equal opportunity employ

Keywords: Morningstar, Chicago , Customer Success Manager, Executive , Chicago, Illinois

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Senior Associate, Account Management
Description: We are looking for a Senior Associate, Catalyst Account Management to join our Chicago office. As a Sr. Associate, you will assist in coordinating and executing the day-to-day PR responsibilities for (more...)
Company: IPG DXTRA
Location: Chicago
Posted on: 11/25/2020

Vice President Internal Auditor
Description: Ref ID: 01300-0011277666 Classification: Internal Auditor Compensation: DOE To apply to this Vice President Internal Auditor role, please send your resume to John Sadofsky john.sadofsky AT roberthalf.com (more...)
Company: Robert Half
Location: Morton Grove
Posted on: 11/25/2020

CLIENT CARE MANAGER
Description: Job DescriptionWe are looking for an organized individual to join us in our mission to enhance the lives of aging adults and their families. The position of Client Care Coordinator performs a variety (more...)
Company: Home Instead
Location: Chicago
Posted on: 11/25/2020


Manager, Technical Services
Description: OVERVIEW:The Technical Services Manager manages and coordinates organization wide efforts to ensure that our manufacturing and quality specifications are executed with the goal of creating products of (more...)
Company: Mark Anthony Brewing
Location: Chicago
Posted on: 11/25/2020

SEO Director- Remote
Description: chicago, IL Agency Team / LQ Digital is a customer acquisition company with a simple goal: To help brands win more profitable customers digitally. br br The company is 50M in revenue and is profitable. (more...)
Company: LQ Digital
Location: Chicago
Posted on: 11/25/2020

General Manager
Description: Own A Franchise40 BUSINESS CATEGORIESPROVEN BUSINESS MODELSFIND OUT HOW BUSINESSOWNERS CAN EARN MOREHave you ever thought about owning your own business If so, now is the perfect time to look into franchise (more...)
Company: WilliamsonHeckt
Location: Chicago
Posted on: 11/25/2020

Assistant Salon Manager
Description: Do you love to help others look and feel gorgeous We are seeking a Center Assistant Manager who are friendly, well spoken, and detail oriented, and must have a passion for the beauty industry. br With (more...)
Company: European Wax Center - Northern Illinois
Location: Chicago
Posted on: 11/25/2020

Entry Level Account Manager (No Experience Needed)
Description: Aras Global Inc. is NOW HIRING for Full Time Entry Level Account Manager positions with the opportunity for advancement.
Company: Aras Global Inc.
Location: Itasca
Posted on: 11/25/2020

Corporate Communications Manager
Description: Company Name: GoHealth Location: Chicago, IL Approximate Salary: Not Specified Date Posted: October 31, 2020 Corporate Communications Manager The Corporate Communications Manager will play an important (more...)
Company: GoHealth
Location: Chicago
Posted on: 11/25/2020

Associate Manager, eCommerce Analytics and Intelligence
Description: We are currently looking for an Associate Manager, eCommerce Analytics and Intelligence to join our Perrigo team. This role will report to the Associate Director and will be located in either Chicago, (more...)
Company: Perrigo Company plc
Location: Chicago
Posted on: 11/25/2020

Log In or Create An Account

Get the latest Illinois jobs by following @recnetIL on Twitter!

Chicago RSS job feeds