Implementation Consultant

1 Month ago • 2-5 Years

Job Summary

Job Description

As an Onboarding and Implementation Consultant at Morningstar, you will be responsible for ensuring the successful onboarding of new clients to Morningstar technology, driving user experience and adoption. You will develop a deep understanding of clients, guiding them through system configuration, best practices, and tailored implementation. Your responsibilities will include owning client relationships, managing project scope, understanding business requirements, and facilitating decision-making with stakeholders. You will also be responsible for the smooth handover to client Support and Customer Success teams.
Must have:
  • Bachelor's degree
  • Experience in Professional Services or Consulting
  • Experience in managing SaaS implementation
  • Strong communication skills
Good to have:
  • Knowledge of Financial Planning
  • Experience with the full lifecycle of implementations and upgrades

Job Details

Job Description: Implementation Consultant

Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent research and great software products to financial advisers and individual investors. We believe that when the investor wins, we all win.

At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients.

The Opportunity

We’re a seeking an Onboarding and Implementation Consultant. 

As an Onboarding and Implementation Consultant for Morningstar AdviserLogic and Licensee Solutions
you will play a critical role in driving the success of our clients by ensuring a smooth and effective onboarding experience.

Your primary role will be to ensure the successful onboarding of new clients to Morningstar technology, driving an engaging user experience and adoption in line with business objectives. Day to day, you will develop a deep understanding of our clients, ensuring user confidence in Morningstar solutions.
 

You will act as key contact point during the onboarding process, guiding clients through system configuration, best practices, and tailored implementation. Ideally, you will have familiarity with the wealth and financial advice industry with an emphasis on CRM implementation, client engagement and data dissemination.

Responsibilities: 

  • Own the client relationship through Onboarding to ensure all requirements are met and aligned to business objectives.
  • Establish a professional working relationship with clients and demonstrate ability to grow relationships and build credibility with key client’s contacts at all levels.
  • Proactively manage and increase client satisfaction.
  • Understand business, operations and technology requirements, serving as a conduit between stakeholders, operations, and technology teams.
  • Work closely with the Data & Consulting team to meet each client's unique business requirements.
  • Work directly and effectively in a highly collaborative, Agile software implementation setting and provide input in the development of tools and processes to help increase team productivity.
  • Provide quality formal and informal documentation consistent with documentation standards
  • Facilitate decision making with both internal and external stakeholders and assess trade-offs to define the optimal solution that fulfil client's need and ensure a sustainable offering.
  • Proactively identify risks and potential issues and develop mitigation plans.
  • You will be responsible for smooth and timely hand-over to client Support and Customer Success teams.

Qualifications & experience required: 

  • A minimum of a bachelor’s degree.
  • 2-5 years’ experience in Professional Services, Support or Consulting preferably in CRM space. Knowledge of Financial Planning is preferred.
  • Experience in managing software as a service (SAAS) implementation.
  • Proven track record of developing and maintaining profitable and reference-able customer relationships.
  • Demonstrated ability to manage project scope and client expectations
  • Demonstrated follow-through on assignments and issue resolution
  • Experience with the full lifecycle of both implementations and upgrades.
  • An ability to be creative and think strategically when it comes to understanding client requirements, problem solving and project management.
  • Strong communication skills, both written and oral, and professional presentation capabilities with an aptitude to collaboratively build effective internal and external business relationships.
  • Strong problem-solving, analytical, and planning skills, and the ability to excel in a fast-paced environment while delivering high-quality work.
  • Ability to lead team decision-making processes and foster an environment of teamwork.
  • Proficiency in MS Office, MS Excel.
  • Excellent oral and written communication skills.
  • High level of attention to detail together with good analytical skills and a responsive nature. 

Morningstar is an equal opportunity employer.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

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

Morningstar is an equal opportunity employer.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

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.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Similar Jobs

Informa Group - Content Intern - Pharma

Informa Group

Amsterdam, North Holland, Netherlands (On-Site)
4 Weeks ago
Xepelin - Portfolio Associate

Xepelin

Mexico City, Mexico (Hybrid)
8 Months ago
Scientific Games - General Manager, iLottery

Scientific Games

United Kingdom (Remote)
6 Months ago
Coherent corp. - Senior Sales OEM Representative

Coherent corp.

Santa Clara, California, United States (Remote)
2 Weeks ago
ISG - Presentation, Documentation Specialist - Analyst / Senior Analyst

ISG

Bengaluru, Karnataka, India (On-Site)
2 Months ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

ARHS - Sales Support Officer

ARHS

Luxembourg (On-Site)
2 Weeks ago
Universal Music Group - Administrative Assistant

Universal Music Group

Nashville, Tennessee, United States (On-Site)
3 Weeks ago
Qube Cinema - Company Secretary

Qube Cinema

Chennai, Tamil Nadu, India (On-Site)
1 Month ago
Tesla - Team Lead (Formation) for Battery Cell Production

Tesla

Grünheide (Mark), Brandenburg, Germany (On-Site)
4 Months ago
Marsh McLennan - Senior Tax Consultant

Marsh McLennan

Warsaw, Masovian Voivodeship, Poland (Hybrid)
1 Month ago
Bungie - Contract Marathon Marketing Manager

Bungie

(Hybrid)
3 Months ago
Nintendo - Associate Communications Specialist

Nintendo

Redmond, Washington, United States (Hybrid)
4 Months ago
Marsh McLennan - Coordinator - Insurance Operations

Marsh McLennan

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia (Hybrid)
1 Month ago
Oliver Agency - Social Media Manager / Account Management

Oliver Agency

Manila, Metro Manila, Philippines (On-Site)
1 Month ago
Enphase Energy - Technical Product Trainer, Solar/PV

Enphase Energy

France (Hybrid)
3 Days ago

Get notifed when new similar jobs are uploaded

Jobs in New Delhi, Delhi, India

Assystems - Digitalization Engineer

Assystems

Gurugram, Haryana, India (On-Site)
8 Months ago
Trellix - SDET

Trellix

Bengaluru, Karnataka, India (On-Site)
4 Weeks ago
zeta - Product Manager I

zeta

Bengaluru, Karnataka, India (On-Site)
3 Months ago
Philips - Software Technologist II

Philips

Bengaluru, Karnataka, India (Hybrid)
1 Month ago
ShyftLabs - Oracle Retail Engineer

ShyftLabs

Noida, Uttar Pradesh, India (Hybrid)
1 Month ago
DevRev - Senior Member of Technical Staff

DevRev

Bengaluru, Karnataka, India (On-Site)
13 Hours ago
Highspot - Implementation Manager

Highspot

Hyderabad, Telangana, India (Hybrid)
4 Months ago
Synechron - Senior Python Developer (Machine Learning, Data Analysis, Visualization)

Synechron

Pune, Maharashtra, India (On-Site)
1 Month ago
Arista Networks - Software Engineer Wifi CloudApps - Frontend

Arista Networks

Pune, Maharashtra, India (On-Site)
2 Weeks ago
Ethos Life - Documentation Specialist

Ethos Life

Bengaluru, Karnataka, India (On-Site)
1 Month ago

Get notifed when new similar jobs are uploaded

Similar Category Jobs

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

About The Company

New Delhi, Delhi, India (Hybrid)

Mumbai, Maharashtra, India (Hybrid)

Mumbai, Maharashtra, India (Hybrid)

Mumbai, Maharashtra, India (Hybrid)

Tokyo, Japan (Hybrid)

Mumbai, Maharashtra, India (Hybrid)

Bucharest, Bucharest, Romania (Hybrid)

Bucharest, Bucharest, Romania (Hybrid)

Chicago, Illinois, United States (Hybrid)

Bucharest, Bucharest, Romania (Hybrid)

View All Jobs

Get notified when new jobs are added by Morning Star

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug