DBRS Morningstar is seeking a 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 ideal yet not required for candidates who can demonstrate their ability to learn quickly and excel within a fast-paced environment.
Required capabilities
- 1-2 years experience with Salesforce Customer Relationship Management (CRM) and ideally Marketing Cloud Account Engagement (Pardot)
- Interest in the financial services industry
- Strong problem-solving and communication skills
- Excellent quantitative skills with a desire to analyze everything
- Proficient in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint)
- Bachelor's Degree
Ideal qualifications
- Experience in the financial services industry
- Experience working in a sales or marketing team
- Experience with Oracle and invoicing workflows
- Experience in applying AI tools towards getting more done with less manual effort
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
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
Base Salary Compensation Range
$47,476.00-$69,634.66Incentive Target Percentage
7.5% AnnualMorningstar'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.
R08_DBRSLtdCanada DBRS Limited - Canada Legal EntitySkills Required
- 1-2 years experience with Salesforce CRM
- Experience with Marketing Cloud Account Engagement (Pardot)
- Interest in the financial services industry
- Strong problem-solving and communication skills
- Excellent quantitative and analytical skills
- Proficient in Microsoft Office applications (Outlook, Word, Excel, PowerPoint)
- Bachelor's Degree
- Experience in the financial services industry
- Experience working in a sales or marketing team
- Experience with Oracle and invoicing workflows
- Experience applying AI tools to automate tasks
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Policies include a paid sabbatical every four years and flexible PTO covering vacation, sick, and personal days, alongside paid volunteer time. Feedback suggests these features create meaningful flexibility and rest opportunities beyond standard leave plans.
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Parental & Family Support — A global minimum of 16 weeks paid parental leave for primary caregivers (up to 8 weeks for secondary) and at least six weeks of paid caregiving leave are publicly stated, with adoption assistance also available. These provisions indicate robust support for families during key life events.
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Retirement Support — U.S. materials document a 401(k) match of $0.75 per $1 up to 7% of pay and no‑cost access to Morningstar retirement tools. This combination strengthens long‑term savings and planning for employees.
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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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.
