Strategic CSM – Financial Software; Hybrid
Listed on 2026-10-15
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Business
Client Relationship Management, Customer Success Management
Morningstar is seeking a Direct Customer Success Manager to support institutional clients using Morningstar Direct. The role involves educating clients on data, functionality and industry trends, and guiding them through trials to subscriptions.
This position requires collaboration with Sales, product teams, and service consultants, with travel within an assigned territory. The successful candidate has at least three years in customer service or sales, strong communication skills, and a
This position is for the Strategic CSM – Financial Software (Hybrid) role at Morningstar.
Join us at Morningstar as our next Strategic CSM – Financial Software (Hybrid) in Chicago, IL, United States.
We are currently recruiting a Strategic CSM – Financial Software (Hybrid) for our team in Chicago, IL, United States.
This is an excellent opportunity to take on the Strategic CSM – Financial Software (Hybrid) role at Morningstar.
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