Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

DBRS Morningstar is seeking a Senior Sales Operations Associate to provide global support for regional demand generation teams. This role focuses on identifying and delivering new projects to enhance business development team efficiency. The ideal candidate has a strong understanding of B2B marketing automation, CRM, and sales outreach platforms, and can configure software tools to manage data for marketing campaigns. Financial services industry experience is preferred but not required.

Responsibilities

Maintain data integrity by administering Salesforce data reviews, running bulk data ingestion, and executing bulk edits.
Implement and maintain data validation rules and workflows within Salesforce.
Create and maintain documentation for the configuration of objects and fields in Salesforce and Marketing Cloud Account Engagement (Pardot).
Administer marketing automation tools and contact data, including cleansing and segmenting databases for direct marketing strategies.
Support regional marketing teams with outbound marketing campaign execution.
Analyze past direct marketing campaigns and recommend improvements.
Manage projects efficiently, working with business development teams to identify opportunities for increased productivity.
Lead projects and manage/prioritize multiple projects concurrently.
Engage stakeholders across departments to coordinate data flows across systems.
Maintain and develop reports to communicate business benefits of ongoing and future projects.

Requirements

2+ years of experience with Salesforce Customer Relationship Management (CRM).
Familiarity with 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 data.
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.

Skills

Salesforce CRM
Marketing Cloud Account Engagement (Pardot)
B2B marketing automation
CRM
Sales outreach platforms
Software configuration
Contact-level data management
Marketing campaign coordination, execution, and measurement
Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
AI tools
Project management
Stakeholder engagement
Reporting

Location

Toronto

Work Type

Hybrid
Four days a week in office

Experience Level

Senior

Education Level

Bachelor's Degree

Salary/Compensations

47,476-75,000
Bonus Target: 7.5%

Benefits

A range of other benefits are also available to enhance flexibility as needs change.
Tools and resources to engage meaningfully with global colleagues.

About the Company

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.
It is one of the top four credit rating agencies in the world, rating more than 4,000 issuers and 60,000 securities.
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry.
The company is agile, tech-forward, and provides exceptional customer service.
Morningstar's hybrid work environment encourages in-person collaboration.

Equal Opportunity

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities.
Morningstar is an E-Verify program participant.
Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.
Employment decisions are made without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.