The Role:
DBRS Morningstar is seeking a Senior Sales Operations Associate to provide global support for regional demand generation teams worldwide. The role reports to the Global Salesforce Administrator for DBRS Morningstar and will focus on identifying and delivering on new projects that will help business development team members get more done with less work.
The ideal candidate possesses a solid understanding of B2B marketing automation, CRM, and sales outreach platforms and is capable of configuring software tools as needed to manage the contact-level data used to coordinate, execute, and measure marketing campaigns. Previous work experience within the financial services industry is preferred yet not required for candidates who can demonstrate their ability to learn quickly and excel within a fast-paced environment.
This role is based in our Toronto office with a required four days a week in office.
Required capabilities
2+ years of experience with Salesforce Customer Relationship Management (CRM) and as well as familiarity with the Marketing Cloud Account Engagement (Pardot)
Interest in and basic understanding of the financial services industry
Strong problem-solving and communication skills
Excellent quantitative skills with a desire to analyze everything
Proficiency in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint)
Bachelor's Degree
Familiarity with utilizing AI tools to increase efficiency and reduce manual work
Ideal qualifications
Experience in the financial services industry
Experience working in a sales or marketing team
Experience with Oracle and invoicing workflows
Eagerness to mentor junior colleagues
Responsibilities
The core responsibilities of the role are maintaining data integrity, the administration of marketing automation tools and contact data, and efficient project management:
Maintain data integrity
Administer reviews of Salesforce data, run bulk ingestion of new data, and execute bulk edits on existing data
Implement and maintain data validation rules and workflows within Salesforce
Create and maintain documentation on the configuration of objects and fields in Salesforce and Marketing Cloud Account Engagement (Pardot)
Marketing automation administration
Cleanse and segment contact databases used to implement direct marketing strategies
Support regional marketing teams with their execution of outbound marketing campaigns
Analyze past direct marketing campaigns and recommend improvements to future campaigns
Efficient project management
Work with business development team members to imagine how we might get more done with less work
Takes initiative to lead projects and is comfortable with managing and prioritizing multiple projects in parallel
Skilled in engaging stakeholders across departments to coordinate data flows across systems
Maintain and develop reports to communicate the business benefits of ongoing projects, and future project plans
Base Salary Compensation Range: 47,476-75,000
Bonus Target: 7.5%
About Us
Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
Morningstar DBRS is the next generation of credit ratings.
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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