The Program:
At Morningstar, we want people who are smart, creative, hard-working, curious, and passionate about their work. We hire all majors, including liberal arts, as we appreciate the different perspectives they bring to our company. We built the Morningstar Development Program to prepare recent college graduates for successful, long-term careers here at Morningstar. Throughout this two-year program, you will be placed in a cohort where you'll receive ongoing career development, networking, mentoring, training opportunities, apprenticeship program opportunities, and exposure to different areas of the business to help you succeed at Morningstar.
We are accepting applicants with less than 2 years of full-time work experience. While we look for individuals who have an interest in investing, we welcome all fields of study. All positions are based in our Chicago office. We are seeking Customer Success Onboarding Specialist (CSOS) for Morningstar Direct as part of the Customer Success Track. The CSOS's primary responsibility is onboarding new clients and setting them up for immediate success by facilitating the implementation process for new accounts. As a CSOS, you will educate new customers, implement client workflows, and ensure smooth adoption of our products and services. Morningstar prioritizes delivering an amazing customer experience and this is the first step in the process. This role is based in Chicago, IL.
Responsibilities:
Understand the goals & objectives of new customers and translate those needs appropriately through the implementation and onboarding process.
Listen carefully to information provided by Sales, Software Sales Engineers, and customers and ask clarifying questions to ensure proper use of Morningstar Direct.
Demonstrate exceptional product knowledge for Morningstar Direct and all secondary products: Report Portal, Investor Pulse, Risk Model, ESG specific content.
Clearly communicate account setup requirements and expectations with customers and key stakeholders.
Train clients in software platform basics and provide progressive guidance throughout the implementation and campaign launch process.
Track and hit key onboarding milestones.
Ensure smooth delivery to the Customer Success Manager providing key account details and workflows.
Requirements:
A deep customer 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.
Ability to work independently and manage multiple priorities.
Excellent communication 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 bachelor's degree or the equivalent is required.
A resume is required to apply.
**Please be sure to include the word "Resume" in the file name of the resume you upload.
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.
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