We are seeking a highly analytical Senior Sales Operations Analyst to help the sales team make smarter, faster decisions through reliable data, clear reporting, and actionable insights. This role will focus on analyzing sales performance, pipeline trends, customer and account data, forecast accuracy, and revenue drivers to identify opportunities for growth and operational improvement.
The ideal candidate is comfortable working with large datasets, building dashboards, maintaining data quality, and translating business questions into measurable analysis. They will partner closely with sales leaders and cross-functional teams to surface trends, explain performance, and recommend data-backed actions.
This position will be a key analytical partner for the sales organization, supporting day-to-day reporting needs as well as deeper analysis that improves sales effectiveness, pipeline visibility, and revenue predictability.
Key ResponsibilitiesSales Data Analysis & InsightsAnalyze sales performance, pipeline health, forecast accuracy, conversion rates, win/loss trends, sales cycle length, territory performance, and revenue drivers.
Build and maintain dashboards, recurring reports, and performance scorecards that give the sales team clear visibility into goals, activity, pipeline, and results.
Use sales and customer data to identify trends, risks, bottlenecks, and opportunities that can improve sales productivity and revenue outcomes.
Translate complex data into concise findings, visualizations, and recommendations for sales leaders and frontline managers.
Define, track, and improve key sales metrics in partnership with Sales Leadership, Sales Operations, and Finance.
Extract, clean, validate, and join data from Salesforce, business intelligence tools, spreadsheets, and other sales systems to support accurate analysis.
Maintain sales reporting infrastructure and ensure reports are accurate, consistent, easy to use, and aligned to agreed-upon metric definitions.
Audit CRM and sales data for completeness, accuracy, duplication, and process adherence; recommend practical improvements to strengthen data quality.
Document report logic, dashboard definitions, source fields, and data assumptions so stakeholders understand how metrics are calculated.
Support improvements to pipeline management, forecasting inputs, territory visibility, and sales process adoption through data-driven recommendations.
Partner with sales leaders and managers to understand business questions, clarify data needs, and deliver analysis that supports decision-making.
Support annual and quarterly planning with analysis related to territories, quotas, capacity, pipeline coverage, account segmentation, and sales productivity.
Collaborate with Finance, Sales Operations, Marketing, and Customer Success to connect data across the customer lifecycle and explain performance drivers.
Prepare clear summaries, presentations, and ad hoc analyses for sales leadership and cross-functional stakeholders.
5+ years of experience in data analysis, sales analytics, business analytics, revenue operations, sales operations, or related analytical role.
Strong experience working with Salesforce data, including reports, dashboards, opportunities, accounts, pipeline stages, activities, and sales performance metrics.
Advanced analytical skills with demonstrated ability to clean, validate, analyze, and interpret large datasets.
Advanced Excel or Google Sheets skills, including formulas, pivot tables, lookups, data modeling, and structured analysis.
Experience building reports, dashboards, or visualizations in Tableau, Power BI, Looker, Salesforce, or similar tools.
Ability to explain analytical findings clearly to both technical and non-technical stakeholders.
Strong understanding of B2B sales processes, pipeline management, forecasting, and common sales performance metrics.
Excellent attention to detail, communication skills, and ability to manage multiple analytical requests in a fast-paced sales environment.
Experience with SQL, Python, R, or another tool used to query, transform, or analyze data.
Experience with Tableau, Power BI, Looker, Salesforce CRM Analytics, or similar business intelligence platforms.
Experience analyzing sales funnels, lead conversion, pipeline coverage, quota attainment, territory performance, or account segmentation.
Knowledge of CPQ systems, sales engagement tools, marketing automation platforms, or broader sales technology ecosystems.
Experience supporting SaaS, subscription, or recurring revenue business models.
Comfort presenting data-driven recommendations to sales leaders and cross-functional partners.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$95,275.00-139,741.66Inclusive of annual base salary and target incentive
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
001_MstarInc Morningstar Inc. Legal EntityMorningstar Chicago, Illinois, USA Office
Morningstar Global Headquarters Office
22 West Washington Street, Chicago, IL, United States, 60602
Morningstar’s Chicago office is the company’s headquarters, bringing together teams across research, technology, product, sales, corporate functions, and more. Employees work in a mission-driven culture shaped by independent thinking, openness, and fact-based decision-making, with the energy of a downtown location and opportunities to connect across teams.
Software Engineering
Software engineers at Morningstar build and maintain the applications that power the firm's work, and they do it in a culture built on independent thinking, evidence-based decisions, and continuous learning. Engineers are trusted to bring their own perspective and judgment to how the work gets done. That's not incidental to the culture here; it's central to it.
Product Manager
Product managers at Morningstar sit at the center of decisions that shape what gets built, and how it works. In Chicago, product managers work across areas including Credit Ratings; Data, Analytics & Research; Indexes; Investment Management & Services; and Corporate. Product managers are trusted to define what problems are worth solving and bring their own judgement to every stage of the process.
Research
Research at Morningstar spans markets, asset classes, and disciplines, all connected by the same purpose: give investors what they need to make confident decisions. Our independent research covers equities, managed investments, fixed income, alternatives, private markets, ESG and climate, and credit ratings. Analysts bring their own judgment to complex questions, and that independence is central to how the work gets done.
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