Senior Sales Operations Analyst

Morningstar Credit Ratings, LLC; Chicago (IL); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

401k match

Stock ownership

Life insurance

Health benefits

Paid sabbatical

Parental leave

Tuition reimbursement

Job summary

Morningstar Credit Ratings, LLC is seeking a data analytics professional to analyze sales performance, build dashboards, and support revenue forecasting. You will collaborate with Sales Leadership and Finance to drive data-driven decisions and improve sales productivity.

Responsibilities include extracting and cleansing data from Salesforce and BI tools, delivering clear insights, and maintaining accurate reports and scorecards for leadership teams in a hybrid work environment.

Qualifications

• 5+ years of experience in data analysis, sales analytics, or related analytical role.
• Strong experience with Salesforce data, including reports, dashboards, opportunities, accounts, pipeline stages, activities, and sales metrics.
• Advanced analytical skills to clean, validate, analyze, and interpret large datasets.
• Advanced Excel or Google Sheets skills, including formulas, pivot tables, lookups, data modeling.
• Experience building reports, dashboards, or visualizations in Tableau, Power BI, Looker, Salesforce, or similar tools.
• Ability to explain analytical findings clearly to both technical and non-technical stakeholders.
• Strong understanding of B2B sales processes, pipeline management, forecasting, and common sales performance metrics.

Responsibilities

• 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.

Skills

Sales analytics

Salesforce data

Data modeling

Excel

Tableau/Power BI

Communication

Tools

Salesforce

Tableau

Power BI

Looker

SQL

Python

Job description

Key Responsibilities

• 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.

Reporting, Data Quality & Sales Tools

• Maintain sales reporting infrastructure and ensure reports are accurate, consistent, easy to use, and aligned to agreed-upon metric definitions.
• Audit CRM and sales data for completeness, accuracy, duplication, and process adherence; recommend practical improvements to strengthen data quality.
• Document report logic, dashboard definitions, source fields, and data assumptions so stakeholders understand how metrics are calculated.
• Support improvements to pipeline management, forecasting inputs, territory visibility, and sales process adoption through data-driven recommendations.

Sales Team Partnership

• Partner with sales leaders and managers to understand business questions, clarify data needs, and deliver analysis that supports decision-making.
• Support annual and quarterly planning with analysis related to territories, quotas, capacity, pipeline coverage, account segmentation, and sales productivity.
• 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.

Required Qualifications

• 5+ years of experience in data analysis, sales analytics, business analytics, revenue operations, sales operations, or related analytical role.
• Strong experience working with Salesforce data, including reports, dashboards, opportunities, accounts, pipeline stages, activities, and sales performance metrics.
• Advanced analytical skills with demonstrated ability to clean, validate, analyze, and interpret large datasets.
• Advanced Excel or Google Sheets skills, including formulas, pivot tables, lookups, data modeling, and structured analysis.
• Experience building reports, dashboards, or visualizations in Tableau, Power BI, Looker, Salesforce, or similar tools.
• Ability to explain analytical findings clearly to both technical and non-technical stakeholders.
• Strong understanding of B2B sales processes, pipeline management, forecasting, and common sales performance metrics.
• Excellent attention to detail, communication skills, and ability to manage multiple analytical requests in a fast-paced sales environment.

Preferred Qualifications

• Experience with SQL, Python, R, or another tool used to query, transform, or analyze data.
• Experience with Tableau, Power BI, Looker, Salesforce CRM Analytics, or similar business intelligence platforms.
• Experience analyzing sales funnels, lead conversion, pipeline coverage, quota attainment, territory performance, or account segmentation.
• Knowledge of CPQ systems, sales engagement tools, marketing automation platforms, or broader sales technology ecosystems.
• Experience supporting SaaS, subscription, or recurring revenue business models.
• Comfort presenting data-driven recommendations to sales leaders and cross-functional partners.

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life.

• 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 $95,275.00-139,741.66 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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Company overview

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