Vice President - Account Manager, Credit Analytics

The Group
Morningstar Credit empowers credit market decision makers with tools and information that lead to faster, insightful, and more predictable outcomes. Our products bring transparency, responsiveness, and leading-edge technology to credit markets and all of structured finance.
The Role
Morningstar's products transform our high-quality data, independent research, and technological expertise into well-designed tools that serve our clients. As a Customer Success Manager, you will be responsible for understanding your customers' business drivers and their desired outcomes, so that Morningstar can deliver value and help customers achieve their goals. You will help your clients leverage Morningstar Credit's analytics platform to deliver a customer's return on their investment, so that Morningstar is able to retain and grow the account. You will serve as the voice of Morningstar and ensure that the highest quality of service is offered to our customers.
Responsibilities

• Serve as the main point of contact for all matters related to client concerns and needs
• Build strong and trusted relationships with your clients to retain current engagements and identify new opportunities to grow the customer's business with Morningstar
• Proactively contribute to the renewal process and drive a strong renewal rate by continuously managing customer health - and working closely with sales teams identify and evaluate potential upsell opportunities
• Act as a product expert, providing guidance and best practice advice on how customers can leverage the Morningstar Credit's analytics platform to ensure a measurable return on investment
• Act as the key escalation point for data, functional, and technical issues that arise
• Collaborate with other internal resources as necessary until an issue is resolved and communicated back to the relevant stakeholders
• Conduct regular business reviews with clients to provide updates on value-add activities from Morningstar
• Provide ongoing feedback from your client base to Product, Sales, and Marketing teams to inform product growth and direction & improve the entire customer experience
• Forecast and track key account metrics

Qualifications

• Bachelor's degree is required; an advanced degree is desirable
• 5+ years of Customer Success Management or Account Management
• Understanding of competitive landscape for structured finance and commercial real estate products as well as market trends impacting our clients is preferred
• A deep client service focus with strong technical, presentation, communication, and consultative skills
• Excel in a fast-paced environment while still producing very high-quality, detail-oriented work
• Proactive, strategic, and analytical thinker with a collaborative approach to problem-solving and project management
• Ease in dealing with ambiguity; ability to create focus, coordination and keeping internal & external stakeholders on track
• Ability to foster strong internal and external partnerships and relationships; take a collaborative approach; and work effectively across different business and functional areas
• An intense desire to achieve client satisfaction and retention goals
• Experience with Salesforce

Base Salary Range: $100,000 to $180,000
Bonus Target Percentage: 25% of base salary
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's 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 Leave & Paternity 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

030_MstarCredAnalyticsLLC Morningstar Credit Analytics LLC Legal Entity
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days 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.