Implementation Manager at Morningstar

| Chicago
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The Group:

The Products group is the home of manufacturing and innovation at Morningstar. The individuals in this group transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. The group’s product management, product development, and service teams collaborate with our Client Solutions group to help provide clients with relevant products and bundled solutions.

  

The Role:

The Implementation Manager will partner with our Business Development, Information Products, Technology, and Research teams to ensure that Morningstar's solutions are designed effectively to meet our clients' business needs and requirements, and delivered on time with high quality. This position is based in our Chicago office and is part of the Product Success organization. The primary functions of this role are to work directly with potential clients, starting early in the sales process, to understand and document their requirements, to design the appropriate Morningstar solution to meet those requirements while supporting the sales effort toward a profitable and strategically viable proposal, to partner with product teams to manage delivery of the solution to the client, to coordinate client communications throughout the implementation, and to execute a smooth transition plan to ongoing Morningstar support teams at the end of the implementation effort.

 

Responsibilities

  • Lead discovery sessions with both client representatives and other Morningstar staff to walk through an organization's current business model, needs, and challenges they are facing.
  • Provide a comprehensive demonstration of relevant Morningstar capabilities.
  • Support sales efforts.
  • Design, create and present a recommended Morningstar solution which meets the client's needs while being a scalable and sustainable solution following Morningstar best practices.
  • Illustrate how the proposed solution will provide business benefit and address strategic initiatives.
  • Produce Statement of Work documentation to detail the solution to be built and reach a common understanding of the solution between the client and Morningstar product team(s).
  • Work with internal product owners, business analysts and delivery squads to clearly communicate client business requirements and timeline expectations, monitor implementation progress, provide client and internal stakeholders with regular project status updates, and deliver high quality and timely implementations.
  • Serve as the primary point of contact for clients throughout discovery and implementation phases; lead regular client calls/meetings and manage client expectations.
  • Identify project risks, develop mitigation plans, and escalate potential impediments.
  • Work with product management to incorporate client feedback into our core offerings.

 

Requirements

  • Minimum three years of experience in a client service, product management, project management, or business development role.
  • Strong financial services industry knowledge.
  • Excellent writing, communication, problem solving, organizational, and analytical skills.
  • Ability to work independently and manage competing priorities and deadlines.
  • A friendly professional demeanor and ability to excel in a highly collaborative team environment.
  • Familiarity with Morningstar products and capabilities.
  • Some knowledge of general software and data architectural principles is preferred.
  • A bachelor’s degree is required. MBA or CFA is a plus.
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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • Maria DBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Adoption Assistance
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
Continuing Education stipend
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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