Sales Operations Assistant

| Chicago

The Group:

Morningstar’s Business Development & 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: Advisor, Asset Management, Retirement, Strategic Alliances and Redistributor, and Commodities & Energy. 

The Role: 

As a Sales Operations Assistant, you will assist with increasing the effectiveness and efficiency of Morningstar’s award-winning Renewal Team.  The Renewal Team is responsible for helping our Global Sales Teams grow their book of business through technology innovation and operational efficiency.  You will be responsible for 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 brings Revenue to Morningstar.  You will assist in contract creation, reporting, general sales support & process improvement.  This position is based in our Chicago office.

Your Key Traits:

Determined , Patient, Helpful, Just, Responsive, Attentive, People-Centric

Overview:

Your Main Responsibilities are made up of three different roles. You must be able to wear manymultiple hats, pivot quickly, multitask, and stay organized.  Beyond your three Main Responsibilities you will find there is room for growth in Optional Side Quests.

Main Responsibilities 1 (8025% of time spent in service to Sales):

Lead the processing of Advisor Workstation Opportunities on the Salesforce Platform

You are the bridge between the Renewal Team and Sales. You are part of an established process that executes a renewal based on defined parameters. You will be trained extensively on how to address the varying situations that will arise. You will gain expert-level knowledge and experience navigating the internal processes of Salesforce and Globe. You will connect with subject matter experts across the Renewal Team and Sales.    

 

  • Troubleshoot errors and issues with Sales Reps via chatter, email, and in some cases, by phone.
    • You are willing to ask for help when you don’t know the answer. You want to comply with the rules and you want to help others meet rules for compliance. You will gain experience making independent decisions in a rules-based environment. You feel accomplished when collaborating with others to solve problems.

 

  •    Respond to varying queue volumes and address your queue promptly and resourcefully.
    • When in the home stretch at end of quarter, you understand that it is go-time.

You thrive in this “high-stakes” environment. You must be extremely responsive as your work is directly related to the Sales Rep’s paycheck, and Morningstar’s quarterly performance. You must be willing to accept responsibility and understand your role as part of a larger business system.

Main Responsibilities 2 (10% of time spent in service to the Renewal Team):

Participate in Process Improvement projects on a Global Scale

  • Opportunity to gain experience:
    • Documenting changes in a process for team distribution
    • Distributing information about new process to global team members
    • Training global team members on new processes via Skype and WebEx
    • Providing regular progress updates to global team members
    • Monitoring adoption of new processes through feedback and reporting

Optional Side Quests (10% of time spent on projects with the Renewal Team):

  • Develop Reporting and Operations Analysis Skills
    • Opportunity to gain experience with:
      • Salesforce Reporting
      • Salesforce Dashboards
      • Tableau, Morningstar’s next generation visualization tool
      • Visio and/or draw.io flowchart and diagramming software
      • Excel vlookups, pivots, and more!
      • Robotic Process Automation
      • Getting coached in these areas from experienced team members.
  • Research Processes and Provide Team with Key Insights
    • Opportunity to gain experience:
      • Researching a process using data from multiple sources
      • Identifying bottlenecks in current processes
      • Developing suggestions for process improvements
      • Presenting findings to team members
  • Attend meetings and participate in working groups on behalf of the Renewal Team
    • Opportunity to gain experience meeting with other business groups, such as:
      • Business Analysts, Business Development, Salesforce IT, Finance, Product Managers, Sales Managers, Service Managers, Legal and others to gain insight into other team functions and roles at Morningstar

001_MstarInc Morningstar Inc. Legal Entity

Read Full Job Description

Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • Maria DBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

More Jobs at Morningstar66 open jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
Internships
Marketing
Operations
Product
Project Mgmt
Sales
Content
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Design + UX
new
Chicago
Data + Analytics
new
Chicago
Project Mgmt
new
Chicago
Finance
new
Chicago
Project Mgmt
new
Chicago
Product
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Finance
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Finance
new
Chicago
Internships
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Operations
new
Chicago
Data + Analytics
new
Chicago
Finance
new
Chicago
Operations
new
Chicago
Operations
new
Chicago
Operations
new
Chicago
Project Mgmt
new
Chicago
Product
new
Chicago
Sales
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Design + UX
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Sales
new
Chicago
Sales
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Design + UX
new
Chicago
Finance
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Marketing
new
Chicago
Sales
new
Chicago
Finance
new
Chicago