Customer Success Manager
Hong Kong

The Group :

Morningstar’s products transform our high-quality data, independent research, and technological expertise into well-designed tools that delight 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.

The Role :

Morningstar is seeking Customer Success Manager for Morningstar Direct. As a Customer Success Manager, you will provide superior service to institutional investment software clients and users.

This role will interact extensively with clients at asset management, investment consulting, insurance, wealth management, and plan sponsor companies that use Morningstar Direct and other institutional products.

Our Customer Success Managers combine a thorough understanding of Morningstar’s products with strong investment knowledge and business acumen to help clients make the most of our products.

This position requires occasional client-facing travel within an assigned territory and is based in Hong Kong


  • Work closely with clients & sales teams in understanding client requirements and creatively design best-of-breed solutions to meet those.
  • Educate clients about our institutional software, focusing on data, functionality and features; as well as on industry trends.

    Identify opportunities within existing accounts, participate in account reviews and provide initial product demonstrations.

    Develop account strategies with Sales and identify new user groups and business opportunities, which will help Morningstar meet and exceed revenue goals.

    Responsible for converting product trials into subscriptions, promoting product usage, and maximizing client retention by helping companies integrate our products with their workflows.

    Demonstrate superior product knowledge and consultative account management skills.Provide valuable feedback and insight to the product team and developers.

    Interact with Morningstar’s data operations group, product managers, and internal service consultants to resolve client issues in a timely manner.

    Contribute to market research, marketing and promotional events, and other projects as needed.


  • A bachelor’s degree or the equivalent is required; business, mathematics, engineering, or related majors are preferred.
  • More than 4 years of relevant work experience in the investment industry, with two year devoted to client service
  • Familiarity with Morningstar Direct is desirable; expert product knowledge is preferred.
  • A deep customer service focus and strong attention to detail.
  • Possess a minimum of two years of customer service, training, or sales experience.
  • A quantitative aptitude, strong knowledge of the institutional investment market, and a proven ability to build long-term client relationships.
  • Prior experience supporting financial practices or financial software solutions is desirable.
  • Excellent communication skills and the ability to present to clients with sophisticated investment knowledge and business experience.
  • Excellent command of spoken and written English, Cantonese and Putonghua

    A98 MstarResSingapor Morningstar Research Pte Ltd. (Singapore) Legal Entity


    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    通過點擊“持續”,我允許neuvoo同意處理我的數據並向我發送電子郵件提醒,詳見neuvoo的 隱私政策 。我可以隨時撤回我的同意或退訂。