Julia B.
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Julia B. Email & Phone Number

Customer Success Manager, Reporting Solutions at Morningstar at Morningstar
Location: Chicago, Illinois, United States 9 work roles
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Current company
Role
Customer Success Manager, Reporting Solutions at Morningstar
Location
Chicago, Illinois, United States
Company size

Who is Julia B.? Overview

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Quick answer

Julia B. is listed as Customer Success Manager, Reporting Solutions at Morningstar at Morningstar, a company with 7453 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Julia B..

Julia B. previously worked as Customer Success Manager, Reporting Solutions at Morningstar and Client Operations Manager at Apollo Art.

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Email format at Morningstar

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Morningstar

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Profile bio

About Julia B.

Results-driven professional with expertise in portfolio management, customer operations, and implementation consulting. Skilled in managing diverse portfolios, educating clients, and driving strategic growth. Adept at process improvement, ensuring customer satisfaction, and leveraging CRM systems like Salesforce for data-driven decision-making.

Current workplace

Julia B.'s current company

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Morningstar
Morningstar
Customer Success Manager, Reporting Solutions at Morningstar
chicago, illinois, united states
Website
Employees
7453
AeroLeads page
9 roles

Julia B. work experience

A career timeline built from the work history available for this profile.

Customer Success Manager, Reporting Solutions

Current

Chicago, Illinois, United States

Jun 2024 - Present

Client Operations Manager

Chicago, Illinois, United States

  • Led client implementations, onboarded clients, and ensured client success.
  • Identified and prioritized implementation milestones, managed implementation schedules, optimized project execution, and elevated client satisfaction.
  • Cultivated and managed vendor relationships to align with organizational objectives and foster value-added partnerships.
  • Fostered strong client relationships via proactive communication, ongoing support, and customized solutions.
  • Developed comprehensive process documentation to streamline operations and facilitate knowledge transfer.
  • Managed the contract lifecycle.
Aug 2022 - May 2024

Senior Manager, Continuous Improvement | Spear

  • Supported the maintenance of Value Chain of the entire business
  • Lead requirements, budgeting, and ROI analysis, of SPEAR initiatives
  • Briefed CEO, President, CTO, and COO on the status of the business and the risk/reward
  • Initialized corporate ERP and Business System program
  • Trained Process Owners throughout the business on Center of Excellence initiatives, establishing and sustaining Surveillance & Performance
  • Developed and present Performance Analytics Dashboards and KPIs across key business functions
Jan 2023 - Mar 2024

Business Analyst

  • Lead the definition of solutions based on MS D365 F&O - define engagement outcomes and business benefits, scope, architecture, implementation approach, and effort estimates
  • Design customer-centric solutions using a holistic approach and understanding of all the systems involved and the impact the new solution will have on those systems
  • Process reengineering
  • Business process analysis
  • Modeling data and processes
  • Application support
May 2023 - Apr 2024

Implementation Consultant

  • Lead implementation projects through setup, training, testing, and go-live phase.
  • Managed more than 35 mostly-concurrent projects
  • Completed 55 projects that generated over $155,000 in revenue
  • Communicated with hotel accounting leadership to automate accounting processes through software training and parallel testing
  • Coordinated across Account Executives, Development, Design, and Client Success associates to promote client retention
  • Integrated accounting and finance data with POS systems, including Oracle, Simphony, InfoGenesis, Book4Time, etc
Jul 2021 - Jul 2022

Sales Operations Coordinator

Chicago, Illinois, United States

  • Created Standard Operating Procedures to streamline Sales Campaigns for Hospitality, Retail, and other industries
  • Managed Salesforce CRM data to optimize business development efforts within the Accounting Automation space
  • Created contracts, addendums, quotes, and opportunities in the CRM platform
  • Designed reports and dashboards in Salesforce for Evention Management and wide-ranging internal teams to locate new opportunities and track a wide array of metric
Jul 2020 - Jul 2021

Sales Systems Analyst- Intercontinental Chicago Magnificent Mile

Chicago, Illinois, United States

  • Created Standard Operating Procedures to ensure streamline process amongst the sales team
  • Trained new team members on systems and ensured that they are properly set up
  • Built and Distributed all incoming leads to appropriate Sales Managers
  • Turned all contracts Tentative or Definite in Delphi FDC while ensuring all aspects of contracts were properly displayed
  • Pulled pace reports to share with senior leadership and hotel ownership
  • Built all merge documents for Delphi Legacy to Delphi FDC hotel transition
Feb 2020 - Jul 2020

Sales Coordinator- Intercontinental Chicago Magnificent Mile

Chicago, Illinois

  • Coordinated site visits for Sales Managers by checking the availability of space
  • Organized guestroom amenities prior to guests check-in
  • Worked in Delphi to build bookings, create Sales Managers’ contracts/addendums, and communicated with the client by sending countersigned contract
  • Generated formal proposals ensuring all aspects of the meeting were clearly articulated
  • Answered all Sales Office phone calls and resolved customer concerns
Oct 2019 - Feb 2020

Client Engagement Specialist

Chicago, Illinois

  • Project managed client-facing and internal events including pre-planning, onsite execution, and final billing.
  • Led all logistics for events comprising of sponsorships, registrations, vendor relationships, and budgets
  • Provided support to Sales Team with industry, competitor, target account research, and sales onboarding
  • Implemented three- month multi-dimensional Sales Marketing Campaign for lead generation
  • Qualified prospects based on their needs to determine business relationship viability
Jul 2018 - Jul 2019
Team & coworkers

Colleagues at Morningstar

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FAQ

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Quick answers generated from the profile data available on this page.

What company does Julia B. work for?

Julia B. works for Morningstar.

What is Julia B.'s role at Morningstar?

Julia B. is listed as Customer Success Manager, Reporting Solutions at Morningstar at Morningstar.

Where is Julia B. based?

Julia B. is based in Chicago, Illinois, United States while working with Morningstar.

What companies has Julia B. worked for?

Julia B. has worked for Morningstar, Apollo Art, Dynamic Consultants Group - Microsoft Gold Partner, Evention, and Ihg Hotels & Resorts.

Who are Julia B.'s colleagues at Morningstar?

Julia B.'s colleagues at Morningstar include Shailendra Gavas, Martin Obrian, Amol Ghadge, Shubham Jagtap, and Jatin Kumar Mangwani.

How can I contact Julia B.?

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