MDP Track : Customer Success (Campus)

Morningstar Development Program

At Morningstar, we seek individuals who are smart, creative, hard-working, curious, and passionate about their work. We built the Morningstar Development Program (MDP) to prepare recent college graduates for successful, long-term careers at Morningstar. Throughout this two-year program, you will be placed in a cohort where you'll receive ongoing career development, networking, mentoring, training opportunities, apprenticeship program opportunities, and exposure to different areas of the business to help you succeed.

Customer Success Onboarding Specialist (CSOS)

We are seeking a Customer Success Onboarding Specialist (CSOS) for Morningstar Direct as part of the Customer Success Track. The CSOS's primary responsibility is onboarding new clients and setting them up for immediate success by facilitating the implementation process for new accounts. As a CSOS, you will educate new customers, implement client workflows, and ensure smooth adoption of our products and services. Morningstar prioritizes delivering an amazing customer experience and this is the first step in the process.

Job Responsibilities :

• Understand the goals and objectives of new customers and translate those needs appropriately through the implementation and onboarding process.
• Listen carefully to information provided by Sales, Software Sales Engineers and customers and ask clarifying questions to ensure proper use of Morningstar Direct.
• Demonstrate exceptional product knowledge of Morningstar Direct and all secondary products : Report Portal, Investor Pulse, Risk Model, ESG specific content.
• Clearly communicate account setup requirements and expectations with customers and key stakeholders.
• Train clients in software platform basics and provide progressive guidance throughout the implementation and campaign launch process.
• Track and hit key onboarding milestones.
• Ensure smooth delivery to the Customer Success Manager providing key account details and workflows.

Location : Chicago

Start Date : July 6

th

2026

What We Look For :

Prior experience supporting financial practices, licensed data content, or financial software solutions is desirable. Must possess unrestricted right to work in the U.S. in this position.

A resume is required to apply. Please be sure to include the word "Resume" in the file name of the resume you upload.

Total Cash Compensation Target : 72,850 USD Inclusive of annual base salary and target incentive.

Compensation and Benefits :

At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide :

75% 401k match up to 7%

Comprehensive health benefits (medical / dental / vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages

Trust-Based Time Off

Charitable Matching Gifts program

Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.