Morningstar
4 jobs

Sales Operations Analyst

JuniorMid levelFull-timeHybridSydney NSW, AustraliaPosted 3 months agoVerified 3 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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Meet the team

About the company

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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.

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CRM platform experience
Experience with Salesforce or similar CRM systems.

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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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