Customer Success Manager - Enterprise

TN Germany; Frankfurt; Hybrid; EUR 45.000 - 80.000; Vollzeit

Zusammenfassung

Ein etabliertes Unternehmen sucht einen engagierten Customer Success Manager, der erstklassigen Service für institutionelle Datenkunden bietet. In dieser Rolle werden Sie als Fachexperte agieren, um Kundenbeziehungen zu stärken und Wachstumschancen zu identifizieren. Sie arbeiten eng mit internen Teams zusammen, um sicherzustellen, dass die Bedürfnisse der Kunden erfüllt werden und die Kundenzufriedenheit maximiert wird. Diese Position bietet die Möglichkeit, in einem hybriden Arbeitsumfeld zu arbeiten, das Flexibilität und Zusammenarbeit fördert. Wenn Sie eine Leidenschaft für Kundenservice und eine proaktive Denkweise haben, ist dies die perfekte Gelegenheit für Sie.

Qualifikationen

• 2-10 Jahre Erfahrung im Kundenservice, Training oder Vertrieb.
• Starke technische, Präsentations- und Kommunikationsfähigkeiten erforderlich.

Aufgaben

• Bereitstellung von erstklassigem Service für institutionelle Datenkunden.
• Durchführung regelmäßiger Geschäftsbesprechungen mit Kunden zur Überprüfung von KPIs.

Kenntnisse

Fließend in Englisch

Fließend in Deutsch

Kundenservice

Präsentationsfähigkeiten

Analytisches Denken

Kommunikationsfähigkeiten

Projektmanagement

Ausbildung

Bachelor-Abschluss

Fortgeschrittener Abschluss

Jobbeschreibung

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Customer Success Manager - Enterprise, Frankfurt

Client:

Location:

Frankfurt, Germany

Job Category:

Customer Service

EU work permit required:

Yes

Job Reference:

df96a760cb12

Job Views:

1

Posted:

25.04.2025

Expiry Date:

09.06.2025

Job Description:

About the role

Morningstar’s products transform our high-quality data, independent research, and technological expertise into well-designed tools that serve our clients. The product management, product development, and service teams collaborate with our Customer Success group to help provide clients with relevant products and bundled solutions. As a Customer Success Manager, you will provide world-class service to our institutional data clients by understanding how they use our data or software platforms to drive their business and work alongside our other CSM and Sales teams on client retention and growth opportunities. This position is located in Frankfurt and requires occasional client-facing travel.

Job responsibilities

1. Serving as a subject matter expert to Morningstar clients who license our Data or Software products.
2. Creating a structured set of metrics/analytics to continuously and consistently communicate mutual key performance indicators with the client to monitor risk, drive value-add activities, highlight new business opportunities and areas to improve our service.
3. Conducting regular business reviews with clients to provide updates on value-add activities from Morningstar and to ensure alignment between Morningstar’s Success Plan and the client’s priorities.
4. Ensuring key internal stakeholders (CSMs, sales, data and product and tech managers) are aware of sensitive client information that impacts the overall relationship.
5. Training home office representatives/solution-administrators/CSMs or Client Education teams to ensure end-users are supported in a coordinated manner.
6. Work proactively to identify upsell and cross-sell opportunities through regular client interactions and relationship building activities.
7. Acting as the point of escalation for the account (globally where applicable) and coordinating both internally as well as with the client to resolve escalated issues.
8. Ensuring the voice of the customer and client satisfaction expectations are appropriately represented in product roadmap decisions.

Qualifications

1. Fluency in English and German are required.
2. Bachelor’s degree is required; an advanced degree is desirable.
3. Two to ten years of client service, training, or sales experience.
4. A deep client service focus with strong technical, presentation, communication, and consultative skills.
5. Excel in a fast-paced environment while still producing very high-quality, detail-oriented work.
6. Proactive, strategic, and analytical thinker with a collaborative approach to problem-solving and project management.
7. Ease in dealing with ambiguity; ability to create focus, coordination and keeping internal & external stakeholders on track.
8. Ability to foster strong internal and external partnerships and relationships; take a collaborative approach; and work effectively across different business and functional areas.
9. An intense desire to achieve client satisfaction and retention goals.
10. Sound technical understanding of systems, data collection and delivery.
11. Proven organizational and multi-tasking skills, as well as a thorough understanding of investment data, financial analysis and competitive landscape as well as market trends impacting our clients.
12. Ability to travel up to 25% of time.

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.