Customer Success Manager

Join a diverse community of great people who support their peers and their communities. We give our employees opportunities to grow from early career to experienced hires—and you can build a career that matters at Morningstar. We support personal and professional development through a variety of programs, including an annual Education Stipend that you choose how to spend to support your growth. We foster an open, inclusive and flexible work environment that empowers employees to manage their responsibilities independently. Talk to us about what you need. Welcome to Morningstar. We’re a people-centric company led by a mission to empower investor success. At Morningstar, your contributions have meaning and can drive change. Across our 10,000 colleagues and 29 offices worldwide, we’ve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do. We’re always thinking about the next big thing. It’s how we grew from a startup to a global investment research company in just 35 years. The Opportunity: We are seeking a Customer Success Manager to provide in-depth product training for our Enterprise data clients. Day to day could see you being involved in the following: Understand client goals and use that to educate clients about our solutions. Responsible for converting product trials into subscriptions, promoting product usage and maximising client retention by helping companies integrate our products with their workflows. Develop account strategies with Account Managers and identify new user groups and business opportunities, which will help Morningstar meet and exceed revenue goals. 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. We’re interested in hearing from people who have: Customer service, training, or sales experience A bachelor’s degree or the equivalent Financial services experience If you meet all or some of the qualifications, we’d still love to hear from you. Build a career that matters at Morningstar At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients. Morningstar deeply values diversity and considers having a diverse employee base as core to the intellectual vibrancy of our spaces, the employee experience, and ultimately our business success. We are proud that we have been acknowledged with Best Places to Work certifications in many of our global locations. Sound like the sort of role for you? Apply now. The preferred candidate will be subject to background screening by Morningstar or by our external third-party provider. Morningstar is an equal opportunity employer. 704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal Entity Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re 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, you’ll have tools and resources to engage meaningfully with your global colleagues. How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call 1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) - https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster.pdf This Organization Participates in E-Verify (Spanish) - https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf Right to Work (English) - https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf Right to Work (Spanish) - https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf EEO is the Law: https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf Pay Transparency Notice: https://www.dol.gov/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.