Business Intelligence Manager

The Role:
We're seeking a Business Intelligence Manager to define and lead the Business Intelligence function in support of our Sales teams. This is a new role on the Field Operations team, designed to bring greater clarity, consistency, and strategic insight to how we understand our market opportunity, measure performance, and guide sales execution. This role is foundational to how we scale our sales organization, and will directly influence how we prioritize opportunities, deploy resources, and drive growth. This individual contributor role is based in Chicago and reports to the Director of Sales Strategy.
The Key Responsibilities:
Business Intelligence Leadership

• Own and run the Business Intelligence function for Sales, serving as the central point of accountability for sales analytics and reporting.

• Establish and maintain clear reporting standards, ensuring consistency, accuracy, and trust in sales data across teams.

• Define and document core sales metrics and KPIs, including pipeline, bookings, coverage, activity, and performance metrics.

Market & Opportunity Analysis

• Partner with Marketing to develop frameworks and analyses to quantify and communicate the total addressable market (TAM) and opportunity set by segment, product, territory, and account.

• Help sales leaders and managers understand where to focus by identifying whitespace, growth pockets, and under‑penetrated accounts.

• Translate opportunity insights into practical guidance for territory design, account prioritization, and sales planning.

Reporting & Analytics Delivery

• Design, build, and maintain dashboards and reporting tools that provide visibility into performance and opportunity.

• Continuously evaluate and improve reporting based on feedback from sales and leadership.

Sales Enablement & Partnership

• Act as a trusted analytics partner to sellers, managers, and sales leadership, translating business questions into data‑driven answers.

• Deliver insights in a way that is intuitive and actionable for the field, not just technically correct.

• Support sales planning processes (e.g., annual planning, quota setting, coverage modeling) with robust analytical inputs.

The Qualifications:
Required Qualifications:

• 5+ years of experience in Business Intelligence, Sales Analytics, Revenue Operations, or a related analytics role, with direct exposure to sales organizations.

• Strong experience defining metrics, KPIs, and data standards in a complex business environment.

• Demonstrated ability to translate analytical insights into practical recommendations for business and sales leaders.

• Experience working with BI tools and data platforms (e.g., Tableau, Power BI, SQL‑based warehouses).

Preferred Qualifications:

• Experience supporting B2B sales organizations, particularly in SaaS, data, financial, or subscription‑based businesses.

• Familiarity with market segmentation, territory design, or coverage modeling.

• Experience partnering closely with Sales Strategy, Revenue Operations, or Field Operations teams.

What Success Looks Like:

• Sales leaders and field teams trust the data and use it consistently to guide decisions.

• Core sales metrics and product hierarchies are clearly defined, documented, and widely adopted.

• Sales teams have a shared, data‑driven understanding of their opportunity landscape and TAM.

• Outbound and go‑to‑market efforts are more targeted, measurable, and effective.

• The Business Intelligence function is viewed as a strategic partner, not just a reporting service.

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
$121,400.00 - 218,525.00 USD Annual
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.
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