Morningstar has announced a recruitment drive for the position of Implementation Consultant. This is an excellent opportunity for candidates with experience in Microsoft Dynamics 365 and the Power Platform who want to lead client onboarding and system implementation for a global investment research and financial data company.
Job Overview
| Particular | Details |
|---|---|
| Company | Morningstar |
| Position | Implementation Consultant |
| Qualification | Bachelor’s Degree with relevant technical/CRM experience |
| Experience | Experience with Microsoft Dynamics 365 preferred |
| Job Type | Full-Time |
| Work Model | Hybrid (4 days in-office per week) |
| Job Location | New Delhi, India |
| Apply Mode | Online |
About the Role
As an Implementation Consultant, you will create client solutions and reports using Microsoft Power Platform, Dynamics 365, Power Automate, and Power BI. You will manage data migration from legacy software to Morningstar systems, maintain accurate CRM records, and lead new client onboarding from challenge identification through transition roadmaps.
Key Responsibilities
- Create client solutions and reports using Power Platform, Dynamics 365, and Power BI.
- Manage data migration and transition from legacy software to Morningstar systems.
- Maintain accurate CRM records for centralized client oversight.
- Track new implementations and collaborate with internal teams for releases and BAU transition.
- Lead new client onboarding, identify challenges, and define transition roadmaps.
- Deliver initial and ongoing system training to client back-office teams.
Eligibility Criteria
Experience with Microsoft Dynamics 365 is highly recommended, along with familiarity in CRM, data analysis, data migration, and financial advice processes. Candidates should demonstrate proven technical implementation and project management skills with a continuous improvement mindset.
Required Skills
- Experience with Microsoft Dynamics 365.
- Familiarity with CRM systems and data migration.
- Excellent verbal and written communication skills.
- Ability to multitask and manage concurrent implementations.
- Self-motivated with a consultative, agile working style.
Salary & Benefits
Morningstar offers a competitive compensation package along with a range of benefits designed to enhance flexibility, plus access to global colleagues and resources through its hybrid work model that brings teams together in-person each week.
Career Growth Opportunities
Implementation Consultants can progress into roles such as Senior Implementation Consultant, CRM Solutions Architect, or Client Onboarding Manager as they build deeper expertise in Morningstar’s systems and client relationships.
Why Join Morningstar?
Morningstar is a global independent investment research and financial data company committed to helping investors succeed. Employees get to work on meaningful projects that simplify complex financial data, in a hybrid environment that values in-person collaboration and equal opportunity.
Selection Process
The recruitment process may include:
- Online Application
- Resume Screening
- Technical/CRM Skills Assessment
- Interview Rounds
- Final Offer
The process may vary depending on business requirements.
How to Apply
Interested candidates should visit the official Morningstar Careers portal via Workday, review the complete job description, and submit their online application with an updated resume highlighting relevant Dynamics 365 and CRM experience.
Apply Link
About the Company
Morningstar is a global independent investment research and financial data company that helps uncover what’s hidden, simplify what’s complex, and create insights that empower investor success. The company is strongly committed to equal opportunity and offers employees the chance to work on meaningful, high-impact financial products.
