Sales Associate Sales Associate …

in Chicago, IL, United States
Permanent, Full time
Be the first to apply
in Chicago, IL, United States
Permanent, Full time
Be the first to apply
Sales Associate
Sales Operations Associate, Renewals Chicago/en-US/Americas/job/Chicago/Sales-Operations-Analyst--Renewals_REQ-015100-2/apply

The Group:

Morningstars Business Development and Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: advisors, asset management, institutional consultants, academics, pensions and hedge funds.

The Role:

As a Sales Operations Associate, you will assist with increasing the effectiveness and efficiency of Morningstars award-winning Renewal team. The Renewal team is responsible for helping our Global Sales teams grow their book of business through removing work for Sales, technology innovation, and operational efficiency. You will be responsible for executing administrative processing duties for Salespeople and obtaining a deep understanding of how our sales representatives currently go about their role, identify areas for improvement, and recommend and implement solutions to allow our sales team to optimize results. You will gain a deep understanding of the systems and processes that bring revenue to Morningstar, and will assist in reporting, general sales support and process improvement. You will spend approximately 20% of your time participating in the Salesforce approval workflow as submitter to gatekeeper, 50% in processing Advisor Workstation opportunities on the Salesforce platform, and 30% participating in the Salesforce approval workflow as gatekeeper. This position is based in Chicago.


  • Participate in the Salesforce approval workflow in the submission to gatekeeper role.
  • Lead the processing of Advisor Workstation opportunities on the Salesforce platform.
  • Provide expert guidance and troubleshoot errors and issues with sales representatives.
  • Monitor process improvement projects, assess effectiveness and communicate progress to stakeholders.


  • Minimum of 1 year of data analysis experience, preferably in the financial services industry.
  • Demonstrated ability to work systematically and analytically using software, data, and metrics.
  • Proficient in Microsoft Excel and PowerPoint; experience with Globe and preferred.
  • Excellent time management, organizational, customer service and analytical skills.
  • A bachelor's degree is required.
001_MstarInc Morningstar Inc. Legal EntityPosted YesterdayFull timeREQ-015100

How to Apply for a Job at Morningstar

Step 1

When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.

Step 2

You will receive an email notification to confirm that we've received your application.

Step 3

If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your intervieweither with a job offer or to let you know our plans for the position.

Applicants With Disabilities Who Need Accommodation

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email and let us know the nature of your request and your contact information.

Please note:

  • We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests.
  • Please be sure to include the title and location of the open position youre interested in when you leave a message.

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Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisionsincluding recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matterswithout regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.