Bilingual Customer Success Manager
- Morningstar# Careers at Morningstar## Bilingual Customer Success Manager Apply: Toronto: Full time: Posted Today: REQ
- The Role:In this role, you will provide world-class support and service to our institutional data and software clients, as well as independent advisors. You will develop a deep understanding of how clients use our solutions to achieve their business objectives, drive retention, and partner with Sales to identify growth opportunities. You will also collaborate closely with cross-functional teams, including Sales, Product, Support, and Implementation, to advocate for client needs, resolve challenges, and deliver a seamless client experience. We are seeking a bilingual qualified fluent in both English and French, as this role requires supporting clients across both languages.



The Bilingual Customer Success Manager combines deep knowledge of Morningstar's Advisor Software, Licensed Data, and AI-powered solutions with strong investment expertise, technical proficiency, and business acumen to help clients maximize the value of our products, services, and emerging technologies. This position is based in Toronto, Ontario, and includes occasional travel to meet with clients and support strategic initiatives.Responsibilities* Build and maintain trusted relationships with enterprise clients and independent advisors, developing a deep understanding of their business objectives, workflows, challenges, and success criteria to drive customer retention and long-term success.
* Develop and execute strategic

📌 Bilingual Customer Success Manager (Toronto)
🏢 Morningstar
📍 Toronto