Customer Success Onboarding Specialist

The Role: Morningstar is seeking a Customer Success Onboarding Specialist (CSOS) for Morningstar's Office or Direct products. The Onboarding Specialist's primary responsibility is onboarding new clients and setting them up for immediate success by facilitating the implementation process for new accounts. As an Onboarding Specialist, you will educate new customers, implement client workflows, and ensure smooth adoption of our products and services. Morningstar prioritizes delivering an amazing customer experience, and this is the first step in the process. This role is based in Chicago, IL. Responsibilities: Understand the goals & objectives of new customers and translate those needs appropriately through the implementation and onboarding process. Listen carefully to information provided by Sales, Software Sales Engineers and customers and ask clarifying questions to ensure proper use of Morningstar Office or Direct. Demonstrate exceptional product knowledge for Morningstar Office or Direct and all secondary products. Clearly communicate account setup requirements and expectations with customers and key stakeholders. Train clients in software platform basics and provide progressive guidance throughout the implementation and campaign launch process. Track and hit key onboarding milestones. Ensure smooth delivery to the Customer Success Manager providing key account details and workflows. Qualifications: A deep customer focus, strong attention to detail, and ability to excel in a fast-paced environment. Proactive, strategic, and creative thinker with a collaborative approach to problem-solving and project management. Preferred minimum of 6 months of customer service, training, or sales experience. Ability to work independently and manage multiple priorities. Excellent communication skills, and the ability to present to clients with sophisticated investment knowledge and business experience. Prior experience supporting financial practices, licensed data content, or financial software solutions is desirable. A bachelors degree or the equivalent is required. Total Cash Compensation: $52,025 - $93,625 Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. Thats why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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. 001_MstarInc Morningstar Inc. Legal Entity How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your intervieweither with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position youre interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisionsincluding recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matterswithout regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.