Sales Operations Analyst

Sales Operations Analyst

The Global Sales Operations team at Morningstar 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 :

• Analyze and interpret sales data, identify trends, and leverage reports and dashboards to track sales performance
• Collaborate with sales leadership to assist in creating accurate quarterly sales forecasts and monitor performance against targets
• Evaluate and suggest improvements to sales processes, tools, and workflows to increase efficiency and drive growth
• Maintain and optimize Salesforce.com, ensuring data accuracy and consistency across the sales team
• Develop and manage sales reports and dashboards for leadership, providing insights into sales activities, pipeline, and revenue performance
• Develop and track key performance indicators (KPIs) to assess the effectiveness of the sales team and identify areas for improvement
• Work closely with sales, marketing, finance, and other teams to ensure alignment on goals, strategies, and initiatives
• Assist with the administration and analysis of sales compensation plans and commissions

Requirements :

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 :

Total Cash Compensation Range $74,325.00 - 126,350.00 USD Annual 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.