Hybrid Senior Sales Analytics & Ops Lead

Morningstar; Illinois; Ibrido; USD 98.000 - 144.000; Tempo pieno

Vantaggi offerti da questo lavoro

401k match

Stock options

Life insurance

Health benefits

Wellness incentives

Disability insurance

Sabbatical

Parental leave

Tuition reimbursement

Volunteer days

Descrizione del lavoro

Morningstar is seeking a Senior Sales Operations Analyst to empower the sales team with reliable data, clear reporting, and actionable insights. You will analyze sales performance, pipeline trends, forecast accuracy, and revenue drivers, translating findings into measurable actions.

You will partner with sales leadership and cross‑functional teams to surface trends, improve data quality, and build dashboards that increase productivity and revenue predictability.

Competenze

• 5+ years in data or sales analytics.
• Strong Salesforce data experience.
• Advanced data cleaning and analysis skills.
• Advanced Excel/Sheets skills.
• Experience building dashboards in BI tools.
• Ability to explain findings to diverse audiences.
• Strong understanding of B2B sales processes.
• Excellent attention to detail and communication.

Mansioni

• Analyze sales performance, pipeline health, forecast accuracy, conversion rates, win/loss trends, sales cycle length, territory performance, and revenue drivers.
• Build and maintain dashboards, recurring reports, and performance scorecards that give the sales team clear visibility into goals, activity, pipeline, and results.
• Use sales and customer data to identify trends, risks, bottlenecks, and opportunities that can improve sales productivity and revenue outcomes.
• Translate complex data into concise findings, visualizations, and recommendations for sales leaders and frontline managers.
• Define, track, and improve key sales metrics in partnership with Sales Leadership, Sales Operations, and Finance.
• Extract, clean, validate, and join data from Salesforce, business intelligence tools, spreadsheets, and other sales systems to support accurate analysis.
• Maintain sales reporting infrastructure and ensure reports are accurate, consistent, easy to use, and aligned to metric definitions.
• Audit CRM and sales data for completeness, accuracy, duplication, and process adherence; recommend improvements to strengthen data quality.
• Document report logic, dashboard definitions, source fields, and data assumptions so stakeholders understand how metrics are calculated.
• Collaborate with Finance, Sales Operations, Marketing, and Customer Success to connect data across the customer lifecycle and explain performance drivers.
• Prepare clear summaries, presentations, and ad‑hoc analyses for sales leadership and cross‑functional stakeholders.

Conoscenze

Sales analytics

Data analysis

Dashboards

Forecasting

Salesforce

Excel/Sheets

BI tools

Collaboration

Presentations

Strumenti

Salesforce

Tableau

Power BI

Looker

Excel

CRM Analytics

Descrizione del lavoro

Morningstar is seeking a Senior Sales Operations Analyst to empower the sales team with reliable data, clear reporting, and actionable insights. You will analyze sales performance, pipeline trends, forecast accuracy, and revenue drivers, translating findings into measurable actions.

You will partner with sales leadership and cross‑functional teams to surface trends, improve data quality, and build dashboards that increase productivity and revenue predictability.