Global Sales Ops Lead - Campaigns & Data Automation

Morningstar Credit Ratings, LLC; Toronto; Hybrid; CAD 66,000 - 97,000; Full time

Benefits offered by this job

401k match up to 6%

Stock Ownership Potential

Company-provided life insurance

Comprehensive health benefits

Paid volunteering days

Job summary

DBRS Morningstar is seeking a Senior Sales Operations Associate to provide global support for regional demand generation teams. Based in Toronto with four in-office days, the role focuses on Salesforce CRM and Pardot configuration to optimize contact-level data for campaigns.

The ideal candidate has 2+ years with Salesforce and Pardot, strong analytical skills, and a Bachelor's Degree. Experience in financial services is a plus; AI tools experience is welcomed.

Qualifications

• 2+ years of experience with Salesforce CRM and familiarity with Pardot.
• Interest in and basic understanding of the financial services industry
• Strong problem-solving and communication skills
• Excellent quantitative skills with a desire to analyze everything
• Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint)
• Bachelor's Degree
• Familiarity with utilizing AI tools to increase efficiency and reduce manual work

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)
• Marketing automation administration
• 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
• Efficient project management
• 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

Skills

Analytical thinking

Communication skills

Microsoft Office

Education

Bachelor's Degree

Tools

Salesforce CRM

Pardot

Oracle

Job description

DBRS Morningstar is seeking a Senior Sales Operations Associate to provide global support for regional demand generation teams. Based in Toronto with four in-office days, the role focuses on Salesforce CRM and Pardot configuration to optimize contact-level data for campaigns.

The ideal candidate has 2+ years with Salesforce and Pardot, strong analytical skills, and a Bachelor's Degree. Experience in financial services is a plus; AI tools experience is welcomed.