Implementation Consultant
The Role: Onboarding and Implementation team is looking for an execution-focused Professional to join us as Consultant in Implementation team. The ideal candidate will have familiarity with the financial Wealth and advice industry with an emphasis on CRM implementation, Client engagement and data dissemination. We are seeking results-orientated professional who can work directly and effectively in a highly collaborative, Agile software implementation settings. In this role, you will take ownership of Onboarding and implementation-developing a deep understanding of type of business our client involved in , develop user confidence in CRM product improving overall advice business process.
Responsibilities:
- Work to understand a client's business environment and uncover their sales challenges to recommend the appropriate services.
- Prepare plan and documents all system integration requirements and develop all analytical functions such as data mapping, and provide support to all implementation processes.
- Design all code prototypes to validate requirements and maintain knowledge of all product functionality according to customer requirement.
- Assist customers to analyze all onboarding and implementation requirements and provide efficient solutions for same and participate in working of implementation team.
- Proactively manage and increase client satisfaction.
- Understand business, operations and technology requirements, serving as a conduit between stakeholders, operations, and technology teams.
- Breakdown and analyze complex workflows and systems, identify inefficiencies/areas for improvement, and define solutions to improve the client experience.
- Coordinate with functional groups and identify all required enhancements and processes changes as per client requirement to resolve all issues and provide support to all clients for implementation process.
- Establish a professional working relationship with clients, focusing mainly on the decision maker and Demonstrate ability to grow relationships and build credibility with key clients contacts at a all levels.
- Track Key Performance Indicators and measurements of product success as it relates to deploying platform improvements.
Requirements:
- A minimum of a bachelor's degree.
- 3-5 years experience in Professional Services, Support or Consulting preferably in CRM space.
- Proven track record of developing and maintaining profitable and reference-able customer relationships.
- Demonstrate and ensure timely and thorough communication of strategy, deliverable status, and results
- Ability to think strategically and align client business pain points to solution options and implementation approach
- Possess strong presentation skills and credibility with senior level executives.
- 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.
- Excellent oral and written communication skills.
- Self-directed and detail-oriented.
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.
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