Florent Pegny

Activist
DISC Type : Cd

Manager, Customer Success - Canada/LATAM at Morningstar

Greater Toronto Area, Canada

Overview

Florent is a strategic Customer Success and Software Implementation Leader at Morningstar, managing the Canada/LATAM region. With a background in marketing from ICD Business School, he specializes in process optimization and end-to-end project management. Colleagues describe him as collaborative, strategic, and forward-thinking, with a talent for solving complex challenges.

He has extensive international experience, having worked in both North America and multiple European countries. Florent is bilingual in French and English, a skill he leverages in his leadership and team-building efforts. He shows an active interest in digital trends and the future of marketing technology.

Unique fact: Florent has a proven ability to build and transform customer success teams, significantly boosting client satisfaction and retention.

Personality Overview

Observative

Meticulous

Value Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

Topics They Care About

Customer Success
His entire career is focused on leading customer success teams, building strong client relationships, and driving retention across various technology sectors.
Software Implementation
He has a proven track record of managing the end-to-end project lifecycle for software implementations, ensuring seamless execution and customized client solutions.
Fintech Solutions
His current role at Morningstar and recent hiring efforts are focused on the fintech and investment industry, indicating a professional focus on data-driven financial solutions.

Media Appearances

Florent has no verified media appearances

Work History

1-2025
Manager, Customer Success - Canada/LATAM at Morningstar
5-2023 - 1-2025
Sr. Manager, Customer Success & Implementation at Viral Nation
12-2020 - 5-2023
Strategic Engagement Manager (Bilingual) at Siteimprove
2-2018 - 12-2020
Senior Customer Success Manager at Siteimprove
10-2014 - 2-2018
Customer Success Manager (Bilingual) at CareerBuilder.com

Education

2009 - 2011
Marketing et relation client from ICD Business School
BTEC Higher National Diploma from CFA Descartes – UPEM

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater Toronto Area, Canada Job Level : Middle Designation : Manager, Customer Success - Canada/LATAM at Morningstar
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Insights For Selling To Florent

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Tell them that you are there to help them create visible impact within their organization
  • Be crisp while making the pitch

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Florent is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Florent

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Florent move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Florent take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Florent

Personality Compatibility


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