Strategic Sales Operations Analyst

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, and Redistributor.

The Role: As a Sales Operations Analyst for Morningstar, you will assist with increasing the effectiveness and efficiency of Morningstar's sales teams in the Region. You will do so by processing Morningstar renewals, analyzing the renewal pool, and working with a global team to continue optimize the renewal process.  In addition, you will secure needed information, and data are 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.

The Sales Operation Analyst is expected to support global team members and sales teams for your geographical 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. This position is based in our Singapore office.

Responsibilities

• Execute renewals with accuracy and efficiency according to processes
• Secure and validate new data in new contracts
• Maintain and improve data integrity of core systems.
• Work with global team to test, modify, and deploy processes to your region.
• Research, map, and communicate current processes to global team and stakeholders.
• Identify and help address non-selling activities in order to make the sales team more efficient.
• Collaborate with sales managers, and support on reporting to key stakeholders.
• Identify process improvements that will contribute to efficiencies, thereby allowing the role to focus on value-added activities.

Requirements

• Minimum of 3 years of data analysis experience, preferably in the financial services industry.
• Demonstrated ability to work systematically and analytically using software, data, and metrics.
• Proficient in Microsoft Excel and Salesforce.com.
• Excellent time & task management, organizational, and analytical skills.
• A bachelor’s degree is required.
• Fluent in English is required.
• Detailed oriented with a passion for ensuring accuracy.
• Critical-thinking and willingness to pro-actively surface areas of improvement

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.