Sales Operations Analyst

The Team:

Morningstar's Global Sales Operations team is responsible for sales reporting, forecasting and analysis as well as oversight of Salesforce.com and variable sales compensation plans. The team works with the executive sales team and global sales managers & sales reps to support business strategies and objectives and to help the sales organization run effectively and efficiently.

The Role:

Morningstar's Global Sales Operations team is looking for a highly skilled and detail-oriented Sales Operations Analyst to support our sales team and improve overall sales performance. As a Sales Operations Analyst, you will be responsible for analyzing sales data, providing actionable insights, and streamlining sales processes to ensure our sales team can work efficiently and effectively. This role will involve working closely with sales, marketing, and finance teams to drive the success of our sales operations. You will assist Sales Managers in monthly sales forecast meetings and Sales Reps with their pipeline management. This position reports to the Director of Global Sales Operations and is based in our Chicago office.

Responsibilities:

• Sales Data Analysis: Analyze and interpret sales data, identify trends, and leverage reports and dashboards to track sales performance

• Sales Forecasting: Collaborate with sales leadership to assist in creating accurate quarterly sales forecasts and monitor performance against targets

• Sales Process Improvement: Evaluate and suggest improvements to sales processes, tools, and workflows to increase efficiency and drive growth

• Salesforce.com Management: Maintain and optimize Salesforce.com, ensuring data accuracy and consistency across the sales team

• Reporting and Dashboards: Develop and manage sales reports and dashboards for leadership, providing insights into sales activities, pipeline, and revenue performance

• Sales Performance Metrics: Develop and track key performance indicators (KPIs) to assess the effectiveness of the sales team and identify areas for improvement

• Cross-Functional Collaboration: Work closely with sales, marketing, finance, and other teams to ensure alignment on goals, strategies, and initiatives

• Sales Compensation Support: Assist with the administration and analysis of sales compensation plans and commissions

Requirements:

• Minimum of 2 years of reporting & analysis experience with a bachelor's degree

• Candidates should be highly motivated, detail-oriented team players with strong analytical, organizational and communication skills

• Solid experience with Microsoft Excel

• Salesforce.com and Tableau experience a plus

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
  • 75% 401k match up to 7%
  • 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 plansand coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disabilityinsurance

• Emotional Health
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal MentorshipOpportunities
  • Annual Education Stipend
  • 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

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.