Senior Sales Operations Associate

Morningstar • Toronto, ON

9d • Hybrid

About The Position

DBRS Morningstar is seeking a Senior Sales Operations Associate to provide global support for regional demand generation teams worldwide. The role reports to the Global Salesforce Administrator for DBRS Morningstar and will focus on identifying and delivering on new projects that will help business development team members get more done with less work. The ideal candidate possesses a solid understanding of B2B marketing automation, CRM, and sales outreach platforms and is capable of configuring software tools as needed to manage the contact-level data used to coordinate, execute, and measure marketing campaigns. Previous work experience within the financial services industry is ideal yet not required for candidates who can demonstrate their ability to learn quickly and excel within a fast-paced environment.

Requirements

• Experience with Salesforce Customer Relationship Management (CRM) and Marketing Cloud Account Engagement (Pardot)
• Interest in the financial services industry
• Strong problem-solving and communication skills
• Excellent quantitative skills with a desire to analyze everything
• Proficient in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint)

Nice To Haves

• Experience in the financial services industry
• Experience working in a sales or marketing team
• Experience with Oracle and invoicing workflows
• Experience in applying AI tools towards getting more done with less manual effort
• Bachelor’s degree

Responsibilities

• Maintain data integrity
• Administer reviews of Salesforce data, run bulk ingestion of new data, and execute bulk edits on existing data
• Implement and maintain data validation rules and workflows within Salesforce
• Create and maintain documentation on the configuration of objects and fields in Salesforce and Marketing Cloud Account Engagement (Pardot)
• Cleanse and segment contact databases used to implement direct marketing strategies
• Support regional marketing teams with their execution of outbound marketing campaigns
• Analyze past direct marketing campaigns and recommend improvements to future campaigns
• Work with business development team members to imagine how we might get more done with less work
• Takes initiative to lead projects and is comfortable with managing and prioritizing multiple projects in parallel
• Skilled in engaging stakeholders across departments to coordinate data flows across systems
• Maintain and develop reports to communicate the business benefits of ongoing projects, and future project plans

Benefits

• Bonus Target: 5%
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees