002_Mstar Assoc LLC Morningstar Investment Management LLC Legal Entity

Implementation Consultant

New Delhionsitemid

Posted 4 days ago · via Workday

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About this role

Key Responsibilities Create client solutions and reports using microsoft power platform, dynamics 365, power automate, 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 either face-to-face or remotely. Experience & Attributes Experience with microsoft dynamics 365 is highly recommended. Familiarity with crm, data analysis, data migration, and financial advice processes.…

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This role is based in New Delhi. We weight your proximity and willingness to relocate.

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