Implementation Consultant

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Skills you'll use

What you'll do

• 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.
• We’re a data, research, technology and investment company seeking an Implementation Consultant.
• 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 be a significant contributor to the success of our users’ businesses by ensuring that they’re able to operate efficiently. Ideally, you will have familiarity with the wealth and financial they can advice industry with an emphasis on CRM implementation, client engagement and data dissemination.

Who can apply

• 2–3 years of experience in software implementation, client onboarding, professional services, consulting, or customer-facing project delivery.
• Experience with SaaS platforms, CRM systems, financial planning software, wealth management technology, or similar business applications is preferred.
• Experience managing the full lifecycle of software implementation, onboarding, upgrades, or client transition projects.
• Demonstrated ability to manage project scope, timelines, client expectations, risks, and dependencies.
• Strong client-facing experience with the ability to build credibility and trusted relationships across different stakeholder levels.
• Proven ability to follow through on actions, resolve issues, and coordinate outcomes across multiple internal teams.
• Strong written and verbal communication skills.
• Strong problem-solving, analytical, planning, and organisational skills.
• Attention to detail and the ability to manage multiple client implementations at the same time.
• Ability to work effectively in a fast-paced, collaborative, and agile environment.

About Morningstar

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