Customer Engagement Manager Customer Engagement Manager …

in Chicago, IL, United States
Permanent, Full time
Be the first to apply
in Chicago, IL, United States
Permanent, Full time
Be the first to apply
Customer Engagement Manager
Customer Engagement Manager Chicago/en-US/Americas/job/Chicago/Customer-Engagement-Manager_REQ-018406-1/apply

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%

100_MstarResCanad Morningstar Research, Inc. (Canada) Legal EntityPosted 2 Days AgoFull timeREQ-018406

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Step 1

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.

Step 2

You will receive an email notification to confirm that we've received your application.

Step 3

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

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email and let us know the nature of your request and your contact information.

Please note:

  • We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests.
  • Please be sure to include the title and location of the open position youre interested in when you leave a message.

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Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisionsincluding recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matterswithout regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

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