Client Success & Product Consultant, Reporting Solutions

Morningstar; Madrid; Hybrid; EUR 29,000 - 39,000; Full time

Job summary

Morningstar is seeking a Product Consultant, Reporting Solutions based in Madrid to support EMEA clients of the Morningstar Publishing System. You will collaborate with Customer Success, Sales, Product, and Data teams to resolve challenges and deliver solutions that improve the client experience.

You will act as the primary post-sales contact, manage data and technical issues, and help inform product improvements while building strong client relationships in a dynamic, international environment.

Qualifications

• Bachelor's degree or equivalent preferably in Business Administration, Economics, Finance or related fields.
• Strong communication and presentation skills both written and oral.
• Fluency in English is required; another European language preferred.
• Previous client-facing experience is an advantage.
• Strong client service ethic with organizational and multitasking skills.
• Analytical thinker with ability to work in a dynamic environment.
• Creative and strategic problem-solving abilities.
• Able to manage ambiguity and coordinate multiple stakeholders.
• Able to build internal and external partnerships across functions.
• Strong industry knowledge and investment/analytical skills.
• Sound technical understanding of systems, data collection, and delivery.
• Experience with JIRA, Confluence, Salesforce.

Responsibilities

• Work with Morningstar Publishing System EMEA clients to ensure timely production and QA.
• Serve as single point of contact for post-sales services and ongoing relationship support; own issues and coordinate resolution.
• Contribute client feedback to product managers and liaise with data and sales teams.
• Build effective client relationships by understanding needs and aligning with sales/product teams.
• Scope out client business, functional, and technical requirements in client-friendly documents.
• Maintain feedback loops to identify areas for service improvement.
• Maintain insight about data, research, and technology solutions and communicate to clients and internal stakeholders.
• Work with development and QA teams to explain prototypes and specifications.
• Coordinate with sales and customer success to provide timely feedback on queries and insights into customer experience.

Skills

Communication skills

Presentation skills

English fluency

Client-facing experience

Organizational skills

Analytical thinking

Ambiguity management

Partnership building

Investment knowledge

Systems/data understanding

Education

Bachelor's degree or equivalent in Business Administration, Economics, Finance or related fields

Tools

JIRA

Confluence

Salesforce

Job description

Morningstar is seeking a Product Consultant, Reporting Solutions based in Madrid to support EMEA clients of the Morningstar Publishing System. You will collaborate with Customer Success, Sales, Product, and Data teams to resolve challenges and deliver solutions that improve the client experience.

You will act as the primary post-sales contact, manage data and technical issues, and help inform product improvements while building strong client relationships in a dynamic, international environment.