Customer Success Onboarding Specialist

The Role:

Morningstar is seeking a Customer Success Onboarding Specialist (CSOS) for Morningstar's Office or Direct products. The Onboarding Specialist's primary responsibility is onboarding new clients and setting them up for immediate success by facilitating the implementation process for new accounts. As an Onboarding Specialist, 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 Engineer’s and customers and ask clarifying questions to ensure proper use of Morningstar Office or Direct.
• Demonstrate exceptional product knowledge for Morningstar Office or Direct and all secondary products.
• 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.

Qualifications:

• 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.
• Preferred minimum of 6 months of customer service, training, or sales experience.
• 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.

Total Cash Compensation: $51,000-$91,800

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health
  • 75% 401k match up to 7%
  • Stock Ownership Potential
  • Company provided life insurance - 1x salary + commission

• Physical Health 
  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance

• Emotional Health 
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Education Stipend
  • Tuition Reimbursement

• Social Health 
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

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.