Customer Success Manager

2 weeks ago


Sydney, Australia Morningstar Full time

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.

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.



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