Achieve Exceptional Results as a Customer Success Manager

2 days ago

Sydney, New South Wales, Australia beBeeCustomer Full time $90,000 - $120,000

Unlock Your Potential as a Customer Success Professional

We're seeking an experienced Customer Success Manager to join our team, providing exceptional service to institutional investment software clients and users.

This role will interact extensively with clients at asset management, investment consulting, insurance, wealth management, and advice companies that use Morningstar Direct and other institutional products. Our Customer Success Managers combine a thorough understanding of Morningstar's products with strong investment knowledge and business acumen to help clients make the most of our offerings.

  • Educate clients about our software, focusing on data, functionality, and features, as well as industry trends.
  • Drive adoption and retention for new firms/users by providing thorough training of our Morningstar Direct platform.
  • Collaborate with CSMs to sustain business retention and growth by maximizing product value.
  • Conduct proactive outreach to drive higher connectivity with clients.
  • Buildd deep product knowledge and consultative account management skills.
  • Interact with Morningstar's product managers and internal service consultants to resolve client issues in a timely manner.
  • Analyze customer data using resources such as Tableau and Salesforce to improve customer experience.

Requirements:

To be successful in this role, you'll need:

  • 0-2 years of experience in customer success, account management, or a similar client-facing role for an Associate Customer Success. A minimum of three years of customer service, training, or sales experience for Customer Success Manager.
  • 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 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.

About Us:

We foster an open, inclusive, and flexible work environment that empowers employees to manage their responsibilities independently. We offer a place where talented, driven people can grow, and we deeply value diversity. Our differences are our strength, and we encourage unique perspectives to create great products and services for our clients.

We have been recognized as one of the Best Places to Work in many of our global locations. Join us in creating a work environment that matters.

What We Offer:

We provide a range of benefits to enhance flexibility as needs change. Our hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week, allowing you to achieve a better balance between work and life.

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