Advertising Sales Operations Analyst

The Group

Morningstar's Individual Investor business helps millions of investors make better financial decisions through trusted research, insights, tools, and experiences. Our Advertising team partners with leading financial services firms to connect with highly engaged investor audiences across Morningstar's digital properties, newsletters, and content platforms.

The Role:

We are seeking an Advertising Sales Operations Analyst to support our global advertising sales organization. This role is ideal for someone who enjoys working with data, improving processes, solving operational challenges, and helping sales teams operate more effectively. You'll work closely with Sales, Client Service, Advertising Operations, Product, and Finance to improve visibility into sales performance, streamline workflows, support forecasting, and provide the operational foundation that enables growth.

The Key Responsibilities:

• Maintain the accuracy and integrity of sales pipeline data within Salesforce and other sales systems.
• Support forecasting, reporting, and business intelligence activities that help sales leadership monitor performance and make informed decisions.
• Track advertising sales bookings and provide visibility into booking trends and revenue opportunities.
• Coordinate internal sales communications and ensure key stakeholders have timely access to relevant sales information.
• Analyze market opportunities, competitive trends, and business performance data to support strategic decision-making.
• Support lead management processes, reporting, and lead quality measurement.
• Maintain sales enablement resources, documentation, playbooks, and team knowledge repositories.
• Identify opportunities to improve sales processes, operational efficiency, and data quality.
• Partner with Product, Client Service, Advertising Operations, and Finance to support successful execution of advertising initiatives and new sales opportunities.

The Qualifications:

• 2-4+ years of experience in sales operations, revenue operations, business operations, advertising sales support, or a related field.
• Hands-on experience administering, maintaining, and reporting from Salesforce is required.
• Strong analytical, reporting, and problem-solving skills.
• Advanced Excel skills and experience working with data visualization tools (Power BI, Tableau, etc.)
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and collaborate effectively across teams.  
• Bachelor's Degree
• Interest in investing, financial services, and/or publishing.

About Morningstar

Morningstar is one of the world's leading providers of independent investment research. We empower investor success by delivering trusted insights, data, and technology that help people reach their financial goals. Our culture is rooted in transparency, collaboration, innovation, and a commitment to putting investors first.

If you're excited about using data to drive better decisions, improving business processes, and helping a high-performing sales organization operate at its best, we'd love to hear from you.

Note: This role does not qualify for immigration sponsorship.  Morningstar will not be considering candidates that require immigration sponsorship now or in the future.

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

Inclusive 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.