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.
- 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
$61,700.00-90,483.33Inclusive 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 EntitySkills Required
- 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
- Strong analytical, reporting, and problem-solving skills
- Advanced Excel skills
- Experience working with data visualization tools such as Power BI or Tableau
- Excellent organizational skills and attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple priorities and collaborate effectively across teams
- Interest in investing, financial services, and/or publishing
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time-off policies include flexible PTO and a paid sabbatical every four years, often highlighted as a standout perk. Feedback suggests this structure supports strong work–life balance and meaningful breaks.
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Parental & Family Support — Policies advertise a global minimum of 16 weeks for primary caregivers, up to 8 weeks for secondary caregivers, and at least six weeks of paid caregiving leave. These offerings signal above-average support for family and caregiving needs.
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Retirement Support — Retirement programs feature employer 401(k) contributions/matching, with some postings citing a 75% match on up to 7% of pay. Feedback suggests these offerings are a strong pillar of the package.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Morningstar Teams
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
