Morningstar4 jobs

Sales Operations Analyst

JuniorMid levelFull-timeHybridSydney NSW, AustraliaPosted 2 weeks agoVerified 2 weeks 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.

View

🔍

Analytical skills

Proven ability to translate data into actionable insights.

View

💻

CRM platform experience

Experience with Salesforce or similar CRM systems.

View

View more

Meet the team

About the company

  • Explore
    • Jobs
    • Companies
    • People
    • Communities
    • Hatch Hotlist 2026
  • Hiring
    • Permanent hires
    • Student placements
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2026 Hatch
  • Privacy
  • Terms
  • Categories
Apply on Morningstar
You'll apply on an external website
Think you're a good fit?See what the hiring team are looking for

A meaningful career starts with a match

Get started

View your fit

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

View

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.

View

Project management skills
Strong organizational skills managing multiple priorities.

View

Similar jobs

View all
WNS
WNS
Analyst - OperationsSutherland, NSW · Contract
This job is about leveraging technical expertise in programming and data analysis to support innovative solutions for clients in various industries. The impact of this job is significant, as it helps businesses transform their operations and achieve excellence. The team values collaboration and creativity, working together to co-create the future vision for clients.
WNS
WNS
Analyst - OperationsSutherland, NSW · Contract
This job is about developing and implementing pricing data and algorithms within a dynamic team. The impact of this role is significant as it drives operational excellence and enhances customer satisfaction through innovative solutions. Collaboration and a strong customer focus are at the heart of how the team works together.
Amer Sports
Amer Sports
Sales Operations AnalystMelbourne, VIC · Full-time
The job is about driving Sales Operations at Amer Sports ANZ, focusing on four renowned brands: Arc'teryx, Atomic, Salomon, and Wilson. This position plays a crucial role in enhancing operational efficiency and data analysis, ensuring that the sales team has the tools and insights they need to succeed. Collaboration is key, as you will work closely with various teams to support commercial functions and streamline processes.
Paramount
Paramount
HR Operations AnalystPyrmont, NSW · Full-time
The HR Operations Analyst position at Paramount is an exciting opportunity to join a passionate team dedicated to enhancing HR processes and supporting employees across the APAC region. This job plays a crucial role in addressing HR queries, resolving issues, and providing valuable data insights. The team thrives on collaboration and creativity, ensuring a positive and engaging work environment.