Senior Sales Operations Associate

Morningstar Credit Ratings, LLC; Toronto; On-site; 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

The Role: 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 preferred yet not required for candidates who can demonstrate their ability to learn quickly and excel within a fast-paced environment. This role is based in our Toronto office with a required four days a week in office.

Required capabilities

• 2+ years of experience with Salesforce Customer Relationship Management (CRM) and as well as familiarity with the Marketing Cloud Account Engagement (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, and PowerPoint)
• Bachelor's Degree
• Familiarity with utilizing AI tools to increase efficiency and reduce manual work

Ideal qualifications

• Experience in the financial services industry
• Experience working in a sales or marketing team
• Experience with Oracle and invoicing workflows
• Eagerness to mentor junior colleagues

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 and Benefits

• Financial Health 100% 401k match up to 6% of salary
• Stock Ownership Potential
• Company provided life insurance - 1x salary + commission
• Physical Health
• Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
• Additional medical Wellness Incentives - up to $300-$600 annual
• Company-provided long- and short-term disability insurance
• Emotional Health
• Trust-Based Time Off 6-week
• Paid Sabbatical Program
• 6-Week Paid Family Caregiving Leave
• Competitive 8-24 Week Paid Parental Leave
• Adoption Assistance
• Leadership Coaching & Formal Mentorship Opportunities
• Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
• Tuition Reimbursement
• Social Health Charitable Matching Gifts program
• Dollars for Doers volunteer program
• Paid volunteering days 15+
• Employee Resource & Affinity Groups

Base Salary Compensation Range $47,476.00-$69,634.66

Incentive Target Percentage 7.5% Annual

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.

Company overview

R08_DBRSLtdCanada DBRS Limited - Canada Legal Entity Morningstar is a global independent investment research and financial data company. Here, you'll help uncover what’s hidden, simplify what’s complex, and create insights that empower investor success.

Equal Opportunity Statement

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.