Customer Engagement Managers are responsible for building training programs that can serve large cohorts of end-users and/or that can be easily tailored/reconfigured on a client-by-client basis. They are experts in instructional design concepts and modern tools/techniques for delivering effective education programs; and although they are expected to have basic product, investment, and technical knowledge, they have access to subject matter experts to help build out detailed education content.
The Customer Engagement team drives Morningstars Level 0 initiative: providing content and technology that empowers clients to derive value from our products without contacting us through traditional support channels. Resources include the Morningstar Community, self-paced certification, and in-product, on-screen assistance via WalkMe.
Typical Customer Engagement Manager responsibilities include:
Designing, implementing, and managing ongoing programs to deliver virtual, in-product, interactive, and instructor-led training solutions.
Leading group training sessions designed to deliver high impact learning in a group environment
Collaborating with, and coordinating, subject matter experts to ensure accurate and appropriate content within the training solutions
Designing, planning and executing Morningstar User (Client) Forums.
Staying abreast of developments and innovations in instructional design and education technology
Understanding client concerns and usage issues to identify and prioritize training program development
Designing and executing performance support collateral to increase the adoption of self-service support.
Possess a proactive and creative communication approach for new concepts and products, assessing departmental training needs and implementing required coursework within a deadline-oriented environment
Develop training programs from "needs analysis" to "deliverable" stage
Identify new training needs within rapidly changing environment
Manage multiple projects under tight deadlines
Perform within a team environment
Present and write effectively
Have outstanding organizational and communication skills
Experienced classroom and online facilitator
Working knowledge of the financial services industry
College degree required
Knowledge of Information MappingTM, a plus
Travel up to 33%
How to Apply for a Job at Morningstar
When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.
You will receive an email notification to confirm that we've received your application.
If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your intervieweither with a job offer or to let you know our plans for the position.
Applicants With Disabilities Who Need Accommodation
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