Sales Operations Analyst

The Group: Morningstar’s Business Development & Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: Advisor, Asset Management, Retirement, Redistributor, and Commodities & Energy.

The Role: As a Sales Operations Analyst for Morningstar’s EMEA region, you will assist with increasing the effectiveness and efficiency of Morningstar’s sales teams. You will do so by processing Morningstar renewals, analyzing the renewal pool, and working with a global team to optimize the renewal process. In addition, you will secure needed information and data collected for new contracts. You will be part of a fast-paced team: beta-testing technology, executing recurring renewal tasks, and conducting research into current processes. Comfort with skill gained through repetition is required. An interest in systems-thinking is a plus.

You will also be responsible for supporting the sales teams across the EMEA Region by gaining a deep understanding of how our sales representatives currently go about their role, identify areas for improvement as well as recommend solutions, and help implement these solutions to ultimately allow our sales team to optimize results. The EMEA Team is part of a Global team within the Company, so extensive cooperation is expected with APAC and US Teams. Our primary location for this role will be Madrid, and a second location Stockholm, Amsterdam or London.

Responsibilities

1. Execute renewals with accuracy and efficiency.
2. Secure and validate new data in new contracts.
3. Maintain and improve data integrity of core systems.
4. Work with global team to test, modify, and deploy processes to your location.
5. Research, map, and communicate current processes to global team.
6. Identify and help address non-selling activities in order to make the sales team more efficient.
7. Collaborate with sales managers and the marketing team to assign and distribute sales leads.
8. Identify process improvements that will eliminate as much of the above as possible, thereby allowing the role to focus on value-added activities.

Requirements

1. Minimum of 3 years of data analysis experience.
2. Knowledge of the financial services industry is a benefit.
3. Demonstrated ability to work systematically and analytically using software, data, and metrics.
4. Proficient in Microsoft Excel and CRM system, preferably Salesforce.com.
5. Excellent time & task management, organizational, and analytical skills.
6. A bachelor’s degree is required.
7. English language is required, and beneficial with additional language skills.
8. Detail-oriented with a passion for ensuring accuracy.
9. Critical-thinking and willingness to pro-actively surface areas of improvement.

Morningstar is an equal opportunity employer.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days 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.

#J-18808-Ljbffr