Morningstar
As a Technical Account Manager, you will be responsible for delivering superior service and support to ByAllAccounts strategic partners in the enterprise and redistributor space, as well as to their Premium Support clients. The role will require working cross-functionally to identify, track, and manage open issues and top product requests for your book of clients. While acting as the liaison between engineering and Customer Success (CS) teams and your clients, you will demonstrate expertise and knowledge on details of each issue and provide valuable insight to your clients. You will also work to proactively uncover and enhance areas of service and recommend solutions or changes which will provide value to both your client and our strategic enterprise or redistributor clients. The opportunity may require in-office collaboration, remote work, client-facing travel, and visits to our U.S. Morningstar offices.
Job Responsibilities:
Develop a deep technical understanding of your strategic clients setup, business model, and needs and the use case for their Premium Support clients. Manage a diverse set of support issues related to your clients and facilitate communication with internal product and engineering teams to drive progress and solutions. Demonstrate superior product knowledge and consultative account management skills by tracking open issues relating to strategic clients and be ready to provide analysis and status updates effectively internally and externally. Provide valuable feedback and insight to the Morningstar ByAllAccounts development, product, and engineering teams. Determine and analyze impact of enhancements or product releases and communicate impact to strategic clients. Work effectively with Morningstar colleagues to present in-depth analysis on your clients technical integration and business model to drive adoption of aggregation products/services and customize their configurations to meet their business needs to help drive revenue. Support CSMs and leadership via regular client business reviews through management and tracking of adoption, case and bug cycle time statistics, and other relevant information required to ensure success for your clients. Qualifications:
Possess at least 3-5 years in a prior role demonstrating excellent technical and analytical skills. Prior experience working with complex enterprise & redistributor clients and their systems, and possesses expertise managing critical/escalated situations. Strong attention to detail and keen ability to provide analysis and solutions for product configurations and optimizations. Ability to learn new technology/product features quickly. Working knowledge of SQL concepts, financial industry, and web technology standards. Prior experience supporting financial practices or financial software solutions is desirable. Familiarity with Jira, SalesForce, & query/script generation is a plus. Travel is likely to visit strategic client sites, Morningstar offices, and to attend on-sites, industry conferences or events. Bachelors degree. About the Company
Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois and was founded by Joe Mansueto in 1984. #J-18808-Ljbffr
Develop a deep technical understanding of your strategic clients setup, business model, and needs and the use case for their Premium Support clients. Manage a diverse set of support issues related to your clients and facilitate communication with internal product and engineering teams to drive progress and solutions. Demonstrate superior product knowledge and consultative account management skills by tracking open issues relating to strategic clients and be ready to provide analysis and status updates effectively internally and externally. Provide valuable feedback and insight to the Morningstar ByAllAccounts development, product, and engineering teams. Determine and analyze impact of enhancements or product releases and communicate impact to strategic clients. Work effectively with Morningstar colleagues to present in-depth analysis on your clients technical integration and business model to drive adoption of aggregation products/services and customize their configurations to meet their business needs to help drive revenue. Support CSMs and leadership via regular client business reviews through management and tracking of adoption, case and bug cycle time statistics, and other relevant information required to ensure success for your clients. Qualifications:
Possess at least 3-5 years in a prior role demonstrating excellent technical and analytical skills. Prior experience working with complex enterprise & redistributor clients and their systems, and possesses expertise managing critical/escalated situations. Strong attention to detail and keen ability to provide analysis and solutions for product configurations and optimizations. Ability to learn new technology/product features quickly. Working knowledge of SQL concepts, financial industry, and web technology standards. Prior experience supporting financial practices or financial software solutions is desirable. Familiarity with Jira, SalesForce, & query/script generation is a plus. Travel is likely to visit strategic client sites, Morningstar offices, and to attend on-sites, industry conferences or events. Bachelors degree. About the Company
Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois and was founded by Joe Mansueto in 1984. #J-18808-Ljbffr