Bilingual CSM - Enterprise Accounts | Hybrid Work

Morningstar, Inc.; Toronto; Híbrido; CAD 90 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work model

Resumo da oferta

Morningstar, Inc. seeks a seasoned Customer Success professional to cultivate trusted relationships with enterprise clients and independent advisors in a hybrid Canada environment.

You will develop strategic account plans, monitor client health, and coordinate cross-functional teams to ensure retention and growth. You will drive adoption through proactive engagement, provide consultative guidance on products and industry trends, and lead training initiatives to maximize user adoption and

Qualificações

• Bachelor’s degree in Business, Finance, Economics, or related field.
• 5+ years of experience in Customer Success, Account Management, Relationship Management, Consulting, or a client-facing role.
• Must be bilingual in English and French.
• Experience supporting financial services clients and technology solutions, including financial software platforms, APIs, market data, and data feeds, is highly desirable.
• Proven ability to build trusted relationships and influence stakeholders at all levels, including senior leaders and decision-makers.
• Ability to manage multiple client relationships, priorities, and initiatives in a fast-paced environment, demonstrating adaptability and resilience.

Responsabilidades

• Build and maintain trusted relationships with enterprise clients and independent advisors to drive retention and long-term success.
• Develop and execute strategic account plans, monitor client health and risks, coordinate cross-functional teams, and identify growth opportunities.
• Lead proactive client engagement through regular touchpoints and business reviews to drive product adoption and value realization.
• Provide consultative guidance with strong knowledge of products, industry trends, and client workflows.
• Lead client training and enablement with onboarding, training sessions, and best-practice guidance to drive user adoption.

Conhecimentos

Client success

Account management

Relationship management

Consulting

Bilingual English/French

Formação académica

Bachelor’s degree in Business/Finance/Economics

Ferramentas

Financial software platforms

APIs

Market data

Data feeds

Descrição da oferta de emprego

Morningstar, Inc. seeks a seasoned Customer Success professional to cultivate trusted relationships with enterprise clients and independent advisors in a hybrid Canada environment.

You will develop strategic account plans, monitor client health, and coordinate cross-functional teams to ensure retention and growth. You will drive adoption through proactive engagement, provide consultative guidance on products and industry trends, and lead training initiatives to maximize user adoption and