Advertising Sales Operations Analyst

Morningstar•Chicago, IL

8d•$61,700 - $90,483•Hybrid

About The Position

Morningstar’s Individual Investor business helps investors make better financial decisions through trusted research, insights, tools, and experiences. Its Advertising team partners with financial services firms to connect with investor audiences across digital properties, newsletters, and content platforms. The Advertising Sales Operations Analyst supports the global advertising sales organization by using data to improve processes, solve operational challenges, and help sales teams work effectively. The role collaborates with Sales, Client Service, Advertising Operations, Product, and Finance to improve visibility into sales performance, streamline workflows, support forecasting, and provide an operational foundation for growth. Morningstar describes its culture as rooted in transparency, collaboration, innovation, and putting investors first. The role does not qualify for immigration sponsorship. The stated total cash compensation range, inclusive of annual base salary and target incentive, is $61,700.00–$90,483.33. The role follows a hybrid work model; in most locations, employees work in the office four days each week.

Requirements

2–4+ years of experience in sales operations, revenue operations, business operations, advertising sales support, or a related field.
Hands-on experience administering, maintaining, and reporting from Salesforce.
Strong analytical, reporting, and problem-solving skills.
Advanced Excel skills and experience with data visualization tools such as Power BI or Tableau.
Excellent organizational skills and attention to detail.
Strong written and verbal communication skills.
Ability to manage multiple priorities and collaborate effectively across teams.
Interest in investing, financial services, and/or publishing.

Responsibilities

Maintain the accuracy and integrity of sales pipeline data in Salesforce and other sales systems.
Support forecasting, reporting, and business intelligence activities that help sales leadership monitor performance and make informed decisions.
Track advertising sales bookings and provide visibility into booking trends and revenue opportunities.
Coordinate internal sales communications and ensure stakeholders have timely access to relevant sales information.
Analyze market opportunities, competitive trends, and business performance data to support strategic decision-making.
Support lead management processes, reporting, and lead quality measurement.
Maintain sales enablement resources, documentation, playbooks, and team knowledge repositories.
Identify opportunities to improve sales processes, operational efficiency, and data quality.
Partner with Product, Client Service, Advertising Operations, and Finance to support execution of advertising initiatives and new sales opportunities.

Benefits

100% 401(k) match up to 6% of salary.
Potential stock ownership.
Company-provided life insurance equal to 1x salary plus commission.
Medical, dental, and vision benefits, with potential premium discounts and company-provided HSA contributions of up to $500–$2,000 annually for specific plans and coverages.
Additional medical wellness incentives of up to $300–$600 annually.
Company-provided short- and long-term disability insurance.
Trust-based time off.
Six-week paid sabbatical program.
Six-week paid family caregiving leave.
Paid parental leave of 8–24 weeks.
Adoption assistance.
Leadership coaching and formal mentorship opportunities.
Annual flex stipend of $1,000 for personal education and well-being expenses.
Tuition reimbursement.
Charitable matching gifts program.
Dollars for Doers volunteer program.
Paid volunteering days.
15+ employee resource and affinity groups.
Hybrid work model with in-office collaboration each week; in most locations, four days in the office each week.