Customer Success Manager – Morningstar Direct
hace 3 semanas
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.
-
Customer Success Manager Direct
hace 2 semanas
Madrid, Madrid, España Morningstar A tiempo completoAbout the RoleWould 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...
-
M&T Compliance Manager
hace 2 semanas
Madrid, Madrid, España Morningstar A tiempo completoThe Team:Monitoring & Testing team is embedded in the Global Controls team, within the Compliance departmentThe Role: Morningstar is currently seeking a Compliance Manager to manage monitoring & testing program for Wealth & Research business. Additionally, the Compliance Manager will carry out key monitoring activities within the scope of the general...
-
Customer Success
hace 2 días
Madrid, Madrid, España Glowrias A tiempo completoEmpresa de Moda E-Commerce busca un puesto en departamento de Customer Success / Oficina E-Commerce. Tiempo Parcial, 20-30h.Tareas Gestión de incidencias con clientes Online por mail, Chat y Direct. Diseño de Banners y gestión de RRSS. Actualización de Stock y gestionar las prendas entre almacenes. Creación de fichas de producto y redimensionamiento de...
-
Customer Success Manager
hace 1 día
Madrid, Madrid, España AB Tasty A tiempo completoAB Tasty is a global leader in AI-powered experience optimization solutions empowering brands using personalization, experimentation, recommendations, and search to build better experiences on their websites and apps. Integrated into a single platform, AB Tasty offers web and API-based solutions that provide companies with a unified approach to creating...
-
Customer Success Analyst
hace 3 semanas
Madrid, Madrid, España Orquest A tiempo completoORQUEST es un software de optimización de la fuerza laboral basado en algoritmos de vanguardia, análisis avanzado e inteligencia artificial que nació para servir a la industria del Retail.¿Sientes pasión y vocación por el cliente? ¿Tienes experiencia en Customer Success? ¿Hablas y dominas el inglés y español? ¿Buscas un lugar donde crecer como...
-
Customer Support Representative
hace 1 día
Madrid, Madrid, España Morningstar A tiempo completoAbout the role:Looking for an opportunity to use your analytical and problem-solving skills as part of a growing multinational team in Madrid? We are looking for someone who is on the hunt for a new challenge in a fast-paced and dynamic environment, supporting some of the finance industry's most prestigious institutions.This role will give you valuable...
-
Madrid, Madrid, España Ibm A tiempo completoIntroductionCustomer Success Manager Security Architect is responsible for use cases, deployment, and value realization, as well as upsell opportunities and renewal conversations by driving adoption and client usage of the identified Security products.Your Role and ResponsibilitiesWith deep roots in a hands-on technological background, and through different...
-
Senior Carrier Manager, Direct Fulfilment, SCOT
hace 1 semana
Madrid, Madrid, España Amazon A tiempo completoOur Programme Managers are always thinking about the bigger picture. Every position at Amazon offers the opportunity for employees to influence business decisions and shape the future. But as a Senior Programme Manager, pioneering new ways of thinking, designing and delivering is your mission. Collaborating with a wide range of stakeholders across the...
-
Customer Program Manager
hace 7 días
Madrid, Madrid, España Celonis A tiempo completoWe're Celonis, the global leader in Process Mining technology and one of the world's fastest-growing SaaS firms. We believe there is a massive opportunity to unlock productivity by placing data and intelligence at the core of business processes - and for that, we need you to join us.The Team:In this newly established role, you will be joining the VE Program...
-
Customer Development Manager Consumer Spain
hace 3 semanas
Madrid, Madrid, España Goodyear A tiempo completoCustomer Development Manager (CDM) – Sell-Through Channel We are currently seeking a dynamic and experienced Customer Development Manager (CDM) to join our team. This role is pivotal in building strategic relationships with our Consumer Sell-Through Channel Partners across Spain, driving sales excellence, and achieving shared business goals.In this role...
-
Customer Program Manager
hace 3 semanas
Madrid, Madrid, España Celonis A tiempo completoWe're Celonis, the global leader in Process Mining technology and one of the world's fastest-growing SaaS firms. We believe there is a massive opportunity to unlock productivity by placing data and intelligence at the core of business processes - and for that, we need you to join us.The Team:In this newly established role, you will be joining the VE Program...
-
Customer Portfolio Manager
hace 3 semanas
Madrid, Madrid, España GE Vernova A tiempo completoJob Description SummaryAll resources, and logistics required to perform services and maintenance activities on customers' site/property. These activities contribute to, maintain, repair and refurbish sold or existing products. Includes all types of maintenance service (preventive and remedial), manage maintenance facilities and field services engineering....
-
Account Manager, Madrid Region
hace 3 semanas
Madrid, Madrid, España Cordis A tiempo completoOverviewCordis is an independent, customer-focused global provider of interventional cardiovascular technologies. During our 60+ year history we've established a legacy of pioneering breakthrough technologies, including the first guiding catheters and coronary drug eluting stents. Cordis has built a strong global footprint that spans 70 countries.We remain...
-
Regional Business Manager
hace 2 días
Madrid, Madrid, España Syneos Health Commercial Solutions A tiempo completoAs an experienced manager, you know how to strategise, motivate, and elicit achievement? The Regional Business Manager (RBM) is a key role in a strategic customer project. The RBM is fully accountable for leading a team of Product Specialists in a defined region. The RBM is also responsible for ensuring compliant sales success in the field in a "new normal"...
-
Prácticas de Customer Relationship Management y Marketing
hace 4 semanas
Madrid, Madrid, España SVETI STEFAN A tiempo completoBuscamos una persona con capacidad organizativa, pasión por la moda y ganas de incorporarse al equipo.FUNCIONES:Visual merchandisingCustomer careStore managerSupervisión logísticaApoyo a dpto de marketing.Creación de contenido Imprescindible:Nivel alto de inglésAlta capacidad organizativaDisponibilidad de jornada completaPosibilidad de firmar Convenio...
-
customer service/comercial
hace 4 semanas
Madrid, Madrid, España Cono Consultores by Casula A tiempo completoSeleccionamos para nuestra consultoría especializada en sector vitivinícola desde hace más de 35 años. CUSTOMER SERVICE/COMERCIAL El perfil es el de una persona con experiencia comercial en la venta de servicios a bodegas y sector alimentación.Funciones: Venta y asesoramiento de servicios de Consultoría de Personal, Selección y Outsourcing, con el fin...
-
Office Manager Granada
hace 2 semanas
Madrid, Madrid, España GrabJobs A tiempo completoDescripción:Desde Grupo Crit buscamos un Office Manager, con foco en funciones comerciales de apertura de nuevo negocio para nuestra oficina de trabajo temporal y selección directa en Granada. Buscamos profesional con más de 2 años de experiência en el sector de los recursos humanos, dotes comerciales, de liderazgo y que se identifique con los valores...
-
Sales Manager
hace 7 días
Madrid Centro, Madrid, España Equifax A tiempo completoWe are looking for an enthusiastic Direct Sales Manager for attending corporate enterprise or SME, who will be responsible for selling in new business and new logos, entering into new markets of corporate enterprise or SME segment through new products and solutions in new or existing channels. Significant time will be spent on prospecting and development...
-
Store Manager
hace 3 semanas
Madrid, Madrid, España THE KOOPLES A tiempo completoWe are looking for a passionate Store Manager with experience in retail to join our amazing team in MadridThe candidate must have an exceptional customer service skills and a strong sense of fashion. Moreover, candidate has to show the ability to maximize sales through strong communication skills, knowledge of the industry and the enthusiasm resulting in...
-
Product Owner Customer Interface
hace 1 mes
Madrid, Madrid, España BASF SE A tiempo completoABOUT USFrom chemicals that help surfers stick to their boards to plastic additives that help with mechanical recycling of waste; from brake fluids to coolants for batteries in electric vehicles: our performance chemicals make a difference in everyday life. Our industrial B2B businesses typically lead their markets and serve customers around the world from...
