Advertising Sales Operations Analyst

Morningstar; Chicago (IL); In loco; USD 62.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

401k match up to 6%

Stock ownership potential

Life insurance

Descrizione del lavoro

Morningstar, a leader in independent investment research, is seeking an Advertising Sales Operations Analyst in Chicago. The role focuses on data-driven sales support, forecasting, and process optimization to empower the advertising sales team across global operations.

The successful candidate will work with cross-functional teams, leverage Salesforce for data integrity, and utilize Excel and BI tools to deliver actionable insights, while supporting growth initiatives and efficiency improvements.

Competenze

• 2–4+ years in sales operations or related field.
• Hands-on experience administering, maintaining, and reporting from Salesforce is required.
• Strong analytical, reporting, and problem-solving skills.
• Advanced Excel skills and experience with Power BI, Tableau, etc.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and collaborate across teams.
• Bachelor's Degree
• Interest in investing, financial services, and/or publishing.

Mansioni

• Maintain accuracy and integrity of sales pipeline data in Salesforce and other systems.
• Support forecasting, reporting, and BI activities that help leadership monitor performance.
• Track advertising sales bookings and provide visibility into trends and revenue opportunities.
• Coordinate internal sales communications for timely access to relevant information.
• Analyze market opportunities, competitive trends, and performance data for strategic decisions.
• Support lead management processes, reporting, and lead quality measurement.
• Maintain sales enablement resources, documentation, playbooks, and team knowledge repositories.
• Identify opportunities to improve sales processes, efficiency, and data quality.
• Partner with Product, Client Service, Advertising Operations, and Finance to support successful execution of initiatives.

Conoscenze

Analytical thinking

Communication

Organizational skills

Multi-tasking

Sales operations

Investing interest

Formazione

Bachelor's Degree

Strumenti

Salesforce Admin

Power BI

Tableau

Descrizione del lavoro

The Group

Morningstar's Individual Investor business helps millions of investors make better financial decisions through trusted research, insights, tools, and experiences. Our Advertising team partners with leading financial services firms to connect with highly engaged investor audiences across Morningstar's digital properties, newsletters, and content platforms.

The Role

We are seeking an Advertising Sales Operations Analyst to support our global advertising sales organization. This role is ideal for someone who enjoys working with data, improving processes, solving operational challenges, and helping sales teams operate more effectively. You'll work closely with Sales, Client Service, Advertising Operations, Product, and Finance to improve visibility into sales performance, streamline workflows, support forecasting, and provide the operational foundation that enables growth.

The Key Responsibilities

• Maintain the accuracy and integrity of sales pipeline data within Salesforce and other sales systems.
• Support forecasting, reporting, and business intelligence activities that help sales leadership monitor performance and make informed decisions.
• Track advertising sales bookings and provide visibility into booking trends and revenue opportunities.
• Coordinate internal sales communications and ensure key stakeholders have timely access to relevant sales information.
• Analyze market opportunities, competitive trends, and business performance data to support strategic decision-making.
• Support lead management processes, reporting, and lead quality measurement.
• Maintain sales enablement resources, documentation, playbooks, and team knowledge repositories.
• Identify opportunities to improve sales processes, operational efficiency, and data quality.
• Partner with Product, Client Service, Advertising Operations, and Finance to support successful execution of advertising initiatives and new sales opportunities.
  

The Qualifications

• 2-4+ years of experience in sales operations, revenue operations, business operations, advertising sales support, or a related field.
• Hands-on experience administering, maintaining, and reporting from Salesforce is required.
• Strong analytical, reporting, and problem-solving skills.
• Advanced Excel skills and experience working with data visualization tools (Power BI, Tableau, etc.)
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and collaborate effectively across teams.
• Bachelor's Degree
• Interest in investing, financial services, and/or publishing.

About Morningstar

Morningstar is one of the world's leading providers of independent investment research. We empower investor success by delivering trusted insights, data, and technology that help people reach their financial goals. Our culture is rooted in transparency, collaboration, innovation, and a commitment to putting investors first.

If you're excited about using data to drive better decisions, improving business processes, and helping a high-performing sales organization operate at its best, we'd love to hear from you.

Note: This role does not qualify for immigration sponsorship. Morningstar will not be considering candidates that require immigration sponsorship now or in the future.

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
    

Total Cash Compensation Range

$61,700.00-90,483.33

Inclusive of annual base salary and target incentive

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.

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