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Customer Success Specialist
morningstar Seattle, WA
Full Time | Investment Management 11 Months Ago
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morningstar is Hiring a Customer Success Specialist Near Seattle, WA

We are seeking a customer-orientated candidate to join our fast paced and exciting business offering services to improve company’s sustainability performance. Retain and grow existing customer revenue by developing customer relationships that improve satisfaction and promote retention, as well as identifying opportunities for upsell. Job Responsibilities Assume responsibility for relationship management and retention of Accounts. Proactively manage churn and enhance customer retention. Be the client’s main point of contact, work collaboratively across internal teams to enhance their customer experience and satisfaction. Build relationships with client’s decision makers in Procurement, Sustainability, Investor Relations and Treasury departments and identify upsell opportunities within these departments. Conduct presentations and training sessions on Sustainalytics products & services. Assist with organization of sales related events and conferences. Develop ESG and Sustainable Supply Chain industry knowledge. Serve as the primary contact for the onboarding of new clients and their users, as well as provide ongoing support on the Buyer Platform. Collaborate closely with Sales to support pilot customers, renewals, and expansion opportunities. Qualifications Minimum of 3 years in an account management or customer success role. Excellent administrative skills and attention to detail. Strong interpersonal skills including demonstrated experience in a customer facing role. Ability to collaborate within a team environment. Desire to work in a fast-paced environment. Experience using a CRM like Hubspot, Salesforce or Microsoft Dynamics. Experience analyzing and interpreting customer interaction data from a CRM. About Us Sustainalytics is a Morningstar company dedicated to responsible investment with over 25 years' experience in ESG research and ratings. With an extensive client base across asset managers, asset owners and investment banks, our mission is to provide the insights required for investors and companies to make more informed decisions that lead to a more just and sustainable global economy. As Morningstar’s ESG center of excellence we are responsible for driving both the commercial success and innovation of its ESG products as well as its overall ESG strategy. In these times, we rely on virtual team meetings and management practices, as well as a remote buddy program, to support a smooth integration in our virtual offices. New team members are onboarded and start their first day with the company from the safety of their homes. For more information, visit www.sustainalytics.com

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

POST DATE

05/25/2022

EXPIRATION DATE

10/28/2022

WEBSITE

morningstar.com

HEADQUARTERS

CHICAGO, IL

SIZE

3,000 - 7,500

FOUNDED

1984

TYPE

Public

CEO

KUNAL KAPOOR

REVENUE

$1B - $3B

INDUSTRY

Investment Management

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About Morningstar

Morningstar is a provider of investment research and management services for individuals and businesses.

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If you are interested in becoming a Customer Success Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Success Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Customer Success Specialist job description and responsibilities

Educate champions and their teams on the value of our product, and help uncover use cases before they become emergencies.

03/23/2022: Springfield, OH

Build relationships with executive decision-makers.

01/21/2022: Champaign, IL

Generate trust and credibility at multiple levels in existing accounts after purchase and through the sales cycle.

03/27/2022: High Point, NC

Guide new customers through a systematic onboarding process to facilitate making decisions around their needs and goals.

03/10/2022: Las Vegas, NV

Contribute to initiatives outside of customer conversations that better the customer experience, both low-touch and high-touch.

01/24/2022: Bloomington, IN

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Customer Success Specialist jobs

Develop a customer success strategy.

02/08/2022: Pierre, SD

Build customer loyalty through feedback.

04/04/2022: Savannah, GA

Enterprise account management experience.

02/20/2022: Portsmouth, NH

Experience working with SaaS products.

01/19/2022: Boulder, CO

Experience managing accounts for a product that solves complex problems across many business units.

03/24/2022: Laramie, WY

Step 3: View the best colleges and universities for Customer Success Specialist.

Butler University
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