Job Description

The Group:

Morningstar’s mission is to empower investor success. The Direct Platform team does this by creating products that help financial professionals and the investors they serve achieve financial goals. The Morningstar Direct Platform business is one of the largest software units, with a large preexisting user group – still prime for market and wallet share growth globally.

The Role:

As the Senior Customer Marketing Manager  for Data & Research Solutions, you will develop and execute customer marketing strategies to drive engagement, retention, and advocacy for our data feeds, APIs, research distribution, and AI-ready data solutions. You will collaborate with cross-functional teams to ensure our marketing efforts align with the business line’s focus on AI integration, data strategy execution, and infrastructure modernization.

Responsibilities:

• Customer Engagement & Retention Create and implement marketing programs to drive adoption and retention of data feeds, APIs, and AI-ready solutions. Develop campaigns that address customer needs in AI-driven workflows and modern data integrations.

• Advocacy & Success Stories Manage customer advocacy programs, including case studies and testimonials, to showcase the value of our data and research solutions. Partner with sales and customer success teams to identify and amplify customer success stories.

• Content & Campaign Development Collaborate with product marketing, instructional design, and customer success specialists to create educational resources, webinars, and thought leadership content tailored to data and research customers. Develop targeted campaigns to highlight the benefits of AI integration and infrastructure modernization.

• Go‑to‑Market Support: Partner with Product Management, Product Marketing, and Product Enablement to drive GTM motions for our Essentials and Research Feeds products, as well as ad‑hoc GTM initiatives categorized as “Communications Only.” Develop and deliver client‑facing resources and communications to support successful launches and updates.

• Cross-Functional Collaboration Work closely with product marketing, customer success, and product teams to align marketing efforts with business objectives and customer feedback. Partner with marketing analytics and platform data and insights to measure campaign performance and identify opportunities for improvement.

• Insights & Feedback Leverage customer insights and data to inform marketing strategies and product development to improve customer experience. Act as the voice of the customer within the organization, advocating for their needs and preferences.

• Metrics & Reporting Track and report on key performance indicators (KPIs) such as customer retention rates, Net Promoter Score (NPS), reviews and feedback, product usage. Use data-driven insights to optimize marketing efforts and demonstrate impact.

Qualifications:

• 3-5 years experience in a customer-centric role

• Knowledgeable about the activities of Customer Success teams is a critical requirement

• Broad understanding of Morningstar’s data, methodology and products is preferred

• Strong ability to work collaboratively and drive actions with other functional areas

• Experience using Eloqua preferred

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:

• Financial Health

  • 100% 401k match up to 6% of salary

  • Stock Ownership Potential

  • Company provided life insurance - 1x salary + commission

• Physical Health

  • 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

  • Additional medical Wellness Incentives - up to $300-$600 annual

  • Company-provided long- and short-term disability insurance

• Emotional Health

  • Trust-Based Time Off

  • 6-week Paid Sabbatical Program

  • 6-Week Paid Family Caregiving Leave

  • Competitive 8-24 Week Paid Parental Leave

  • Adoption Assistance

  • Leadership Coaching & Formal Mentorship Opportunities

  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses

  • Tuition Reimbursement

• Social Health

  • Charitable Matching Gifts program

  • Dollars for Doers volunteer program

  • Paid volunteering days

  • 15+ Employee Resource & Affinity Groups

Total Cash Compensation Range

$95,275.00 - 161,975.00 USD Annual

Inclusive of annual base salary and target incentive

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

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