Sales Operations Associate

Morningstar Credit Ratings, LLC; Toronto; On-site; CAD 47,476 - 69,635; Full time

Benefits offered by this job

Hybrid work environment

In-office 4 days a week

Additional benefits

Global collaboration tools

Job summary

Morningstar DBRS is seeking a Sales Operations Associate to support global demand generation teams and administer Salesforce data and Pardot workflows. The role emphasizes data integrity, marketing automation, and cross‑functional collaboration to improve efficiency and campaign effectiveness.

Ideal candidates have 1–2 years of Salesforce/Pardot experience, strong analytical skills, and a Bachelor’s degree.

Qualifications

• 1–2 years experience with Salesforce CRM and Pardot.
• Interest in the financial services industry.
• Strong problem-solving and communication skills.
• Excellent quantitative skills with a data‑driven mindset.
• Proficient in Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
• 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 Salesforce and Pardot objects/fields.
• Marketing automation administration.
• Cleanse and segment contact databases for direct marketing campaigns.
• Support regional marketing teams with outbound campaigns.
• Analyze past campaigns and recommend improvements for future campaigns.
• Efficient project management and prioritization of multiple projects.
• Lead projects and coordinate data flows across departments.
• Maintain and develop reports to communicate project benefits.

Skills

Salesforce CRM

Pardot

Financial services interest

Problem solving

Quantitative skills

Microsoft Office

Education

Bachelor's Degree

Tools

Oracle

Invoicing workflows

Job description

The Role: DBRS Morningstar is seeking a 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.

Required capabilities

• 1-2 years experience with Salesforce Customer Relationship Management (CRM) and ideally 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)
• Bachelor's Degree

Ideal qualifications

• 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

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

Compensation

Base Salary Compensation Range: 47,476-69,635 CAD Bonus Target: 7.5%

About Us

Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much‑needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech‑forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings.

Company overview Morningstar Development Program

R08_DBRSLtdCanada DBRS Limited - Canada Legal Entity Morningstar is a global independent investment research and financial data company.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Benefits

• 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.

Equal Opportunity

Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.