Morningstar
4 jobs

Sales Operations Analyst

JuniorMid levelFull-timeHybridSydney NSW, AustraliaPosted 2 months agoVerified 2 months ago
Pending fitX of Y criteria met

About the job

Joining the Managed Portfolio Sales team as a Sales Operations Analyst offers a fantastic opportunity to contribute to a global leader in investment management. This job is all about enhancing sales team effectiveness through data-driven insights and innovative technology. The team thrives in a collaborative hybrid work environment, where creativity and efficiency come together to achieve exceptional client outcomes.

You'll be responsible for

📈

Uplifting sales performance reporting

Uplifting and maintaining sales and marketing dashboards to facilitate management reporting and ensuring data integrity.
🔗

Managing CRM data quality

Uplifting and maintaining CRM data quality, managing integration with systems and sales tools, and documenting sales workflows.
🤝

Coordinating operational support

Coordinating and representing the sales team in internal operational forums and liaising with the marketing team for branded content requests.

Key criteria

📊

Sales operations experience

2-3 years in sales operations or business analytics.

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🔍

Analytical skills

Proven ability to translate data into actionable insights.

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💻

CRM platform experience

Experience with Salesforce or similar CRM systems.

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5 criteria for this job
Sales operations experience
2-3 years in sales operations or business analytics.

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Analytical skills
Proven ability to translate data into actionable insights.

View

CRM platform experience
Experience with Salesforce or similar CRM systems.

View

Advanced Excel proficiency
Demonstrated skills in developing dashboards and reports.

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Project management skills
Strong organizational skills managing multiple priorities.

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