Customer Success Manager (German Speaker)

Customer Success Manager – Morningstar Direct page is loaded

Customer Success Manager – Morningstar Direct

Apply locations Madrid time type Full time posted on Posted Yesterday job requisition id REQ-044006

About the Role

Would you like to be the voice of Morningstar, delivering the highest quality of service and professionalism to our clients?
We are looking for a Customer Success Manager who wants to push themselves in a career in Financial Services.
You will work together with our institutional clients using Morningstar´s flagship analysis tool, Morningstar Direct, to ensure they are successful in using the product.
Morningstar is a global investment research firm that compiles and analyzes investment data in a number of different lenses, including performance, risk and sustainability. The company provides an extensive line of products for individual investors, financial advisors and institutional clients.

The role:
Morningstar is seeking a Customer Success Manager for our institutional research platform Morningstar Direct to be based in our office in Madrid. In this role, you will be responsible for understanding your customers’ business drivers and their desired outcomes, so that Morningstar can deliver value, retain and grow the accounts, and meet contractual commitments. The ability to communicate clearly and form strong relationships with our clients is critical for this role.
Founded on teamwork, you will be part of an organization in Europe and globally that will enable you to learn and grow with your peers, while being supported by Morningstar Product, Sales and Service teams.

Job Responsibilities

• Become a product expert on Morningstar Direct, providing guidance and best practice advice on how customers can leverage Morningstar’s services. By building a trusted relationship you will retain current engagements and identify new opportunities to grow the customer’s business with Morningstar.
• You will play an important role in the Sales process, working closely with our Sales department to understand a client’s needs and map them to the capabilities of Morningstar Direct.

• Proactively build client relationships, including the ability to anticipate and listen to our clients’ needs. Achieve this by working closely with clients and liaising internally with Sales, Product and Customer Success 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.
• Use your innovative approach to contribute to the business and work with product managers, data and sales colleagues in order to evolve Morningstar services.
• Initiate and drive client workshops and/or user forums to train and grow usage of Morningstar Direct.
• Proactively contribute to the renewal process and drive a strong renewal rate by continuously managing client satisfaction levels - and working closely with sales teams to identify and evaluate potential upsell opportunities.

Qualifications

• Fluency in English, Spanish and another European language is required (ideally Italian)

• 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.
• Experience in the Financial Services industry is preferred
• Ability to develop strong internal and external partnerships and relationships.
• Bachelor’s degree or equivalent.

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.

302_MstarEurServSL Morningstar Europe Services, S.L. Legal Entity

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.

About Us

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 [email protected] 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.

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.

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