Sales Operation Analyst

Morningstar; City Of London; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading financial services firm is seeking a Sales Operations Analyst to enhance the effectiveness of its sales teams in EMEA. This position requires at least 3 years of data analysis experience, proficiency in Microsoft Excel and Salesforce.com, and a critical-thinking mindset. The role is hybrid, combining remote work with in-office collaboration. You'll work closely with sales managers to optimize processes and ensure data accuracy, helping to drive better outcomes for clients.

Benefits

Flexible work environment

Collaborative tools and resources

Comprehensive benefits package

Qualifications

• Minimum of 3 years of data analysis experience.
• Excellent time & task management abilities.
• Fluency in English; other languages desirable.

Responsibilities

• Execute renewals with accuracy and efficiency.
• Maintain and improve data integrity of core systems.
• Identify process improvements for the sales team.

Skills

Data analysis

Knowledge of financial services

Microsoft Excel

Salesforce.com

Organizational skills

Critical-thinking

Education

Bachelor's degree

Tools

CRM software

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

Overview

The 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, Redistributor, and Commodities & Energy.

The Role: As a Sales Operations Analyst for Morningstar, you will assist with increasing the effectiveness and efficiency of selected Morningstar's sales teams across EMEA. You will do so by processing Morningstar renewals, analyzing the renewal pool, and working with a global team to 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. This is an exciting opportunity to collaborate across all areas of Morningstar and to work with the internal teams globally.

You will be responsible for supporting the sales teams within EMEA assigned to you 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 will be based in EMEA at one of our current offices.

Responsibilities

• Execute renewals with accuracy and efficiency.
• 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 location.
• Research, map, and communicate current processes to global team.
• Identify and help address non-selling activities in order to make the sales team more efficient.
• Collaborate with sales managers and connected teams to secure efficient Quote to Cash process.
• Identify process improvements that will eliminate as much of the above as possible, thereby allowing the role to focus on value-added activities.

Requirements

• Minimum of 3 years of data analysis experience
• Knowledge of 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 required, with additional language skills as a plus.
• Detail oriented with a passion for ensuring accuracy.
• Critical-thinking and willingness to pro-actively surface areas of improvement.

Morningstar is an equal opportunity employer.

Excellent interpersonal, communication and writing skills. Experience and an aptitude in leading projects from start to finish with little oversight is essential. Ability to take the initiative and think creatively and proactively. Ability to learn how to use a CRM, produce reports from it and learn and use other business software. Proficiency in Microsoft Excel, Word, Outlook and PowerPoint. English fluency (essential), other European languages are desirable.

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.