Customer Success Manager

Role Overview

The role is based in Hong Kong and involves providing superior service to institutional investment software clients and users. The Customer Success Manager 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.

What You Will Do

The Customer Success Manager will become a product expert on Morningstar Direct, providing guidance and best practice advice on how customers can leverage Morningstar’s services. They will also play an important role in the Sales process, working closely with the Sales department to understand a client’s needs and map them to the capabilities of Morningstar Direct.

Why It Might Be a Fit

The ideal candidate will have strong communication and presentation skills, a customer-centric approach, and fluency in Cantonese, Mandarin, and English. Experience in the Financial Services industry is preferred.

Requirements

• Strong communication and presentation skills, both written and oral.
• Fluency in Cantonese, Mandarin, and English is required.
• Experience in the Financial Services industry is preferred.
• Ability to develop strong internal and external partnerships and relationships.
• Bachelor’s degree or equivalent.

Benefits

• Casual dress code
• Hybrid work environment
• Range of other benefits to enhance flexibility