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1 Morningstar Implementation Consultant Job
Implementation Consultant
Morningstar
posted 16d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Technical Solution - focus on Microsoft power platform (Dynamics 365, Power Automate, Power BI etc.) to create solutions to achieve client s business need . Create reports and templates to generate investor facing documents.
Transitions - support our clients and internal teams (via development and education) to transition existing business from other software to Morningstar.
Data migration - support our clients in migrating their data from legacy software providers to Morningstar s software.
CRM management - ensure the data on our clients is up to date allowing for easy engagement and a centralized overview of our clients.
Project management - track new implementations to ensure timely execution through to BAU, alongside working with internal project managers/development staff to test and execute new releases .
New client onboarding - work with client onboarding team to support our clients in the early adoption phase of Morningstar s solutions to ensure they have a positive and successful experience of Morningstar s technology. In doing so, identify challenges, problem solve and create a suitable transition roadmap for the client.
Training and education of clients - provide high-quality training & education (both initial and ongoing) to ensure client back-office teams have a superior understanding of the systems and the efficiencies that can be gained. Proactively identify and action opportunities in order to further enhance use of the system. These sessions will be delivered either face-to-face, or remotely using web-based tools.
Qualifications:
Experience with Microsoft Dynamics 365 will be highly recommended
Experience with CRM, Data analysis, Data migration, Template will be a plus
An understanding of the financial advice process will be a plus
Proven successful technical implementation skills
A motivated self-starter with service experience
Project management skills and a continuous improvement mind-set
An ability to communicate effectively (verbal and written) to a range of stakeholders and build trusted relationships which benefit the client and the business as a whole
Ability to multitask, whilst also handling ambiguity in resilient and able to handle multiple implementations concurrently & prioritize
Have proven record of ability to negotiate resolutions to complex issues and define project scope
Comfortable working in an agile environment, adopting a consultative and cooperative approach to your work
Employment Type: Full Time, Permanent
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(based on 167 Morningstar interviews)
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49%
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8%
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4%
1%
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What Implementation Consultant at Morningstar are saying
Rating based on 3 Implementation Consultant
reviews
Anonymous · Project Management
in Gurgaon/Gurugram
Likes
Great support from people and amazing work life balance.
Dislikes
Promotions take time.
Read 3 reviewsImplementation Consultant salary at Morningstar
reported by
11
employees
with 4-7
years exp.
₹7
L/yr - ₹18
L/yr
46%
more
than the average Implementation Consultant Salary in India
View more details
What Morningstar employees are saying about work life
based on 1k employees
Flexible timing
Monday to Friday
No travel
Day Shift
Morningstar Benefits
Health Insurance 
Education Assistance 
Job Training 
Work From Home 
Soft Skill Training 
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