Sales Operations Analyst

The Group :  The International Wealth Group builds solutions and capabilities that enable financial advisers to deliver compliant and comprehensive financial advice so that their retail clients and investors meet their goals. The solutions leverage Morningstar’s extensive data and research capabilities across all stages of financial advice, making the advice process compliant, efficient, and effective.

The Role :  The Morningstar AdviserLogic team is looking for an execution-focused Sales Operations Analyst. The ideal candidate will have familiarity with the billing and accounting process. The role requires working closely with the finance team, customers, and the operations teams. In this role, you will take ownership of the end-to-end account management process.

Responsibilities :

Responsible for co-ordinating the end-to-end sales and on-boarding process for IFAs and management of the platforms that are involved — including Pre-Sales Emails, Contract Management, Product Consoles, Payment Platforms (Ezidebit).

Monitor and manage the outputs that feed into Salesforce monthly and power billing in Oracle.

Responsible for driving further improvements in the efficiency and accuracy of sales and account management processes

Manage the day-to-day work of the local Sales Operations Analysts who support the AdviserLogic suite of products.

Be the first point of escalation for any billing or account management issues raised by clients to the Customer Support team.

Oversee the 'source of truth' data in the AdviserLogic & PayLogic Consoles — responsible for process and controls.

Work closely with the FSS team in Mumbai and the key go-to-market teams supporting AdviserLogic Suite of Products (Sales, Support, Success, Product, Operations and Finance)

Take the lead on planning further integrations with global initiatives across sales excellence and finance (i.e., contract management, billing, and subscription mgmt., etc)

Basic Qualifications

A full-time master’s degree in finance or Operations management (MBA or PGDM).

Minimum 2 years of professional experience.

Computer fundamentals and an MS Office specialist.

Good understanding of Salesforce Sales Console.

Morningstar is an equal opportunity employer.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

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.

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