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About the Role

DBRS Morningstar is seeking a Sales Operations Associate to provide global support for regional demand generation teams. This role focuses on identifying and delivering projects that help business development team members increase 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. Previous financial services industry experience is ideal but not required.

Responsibilities

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)
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
Work with business development team members to identify opportunities for increased efficiency
Lead projects and manage/prioritize multiple projects in parallel
Engage 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

Requirements

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

Skills

Salesforce Customer Relationship Management (CRM)
Marketing Cloud Account Engagement (Pardot)
B2B marketing automation
CRM
Sales outreach platforms
Software configuration
Data management
Microsoft Office applications (Outlook, Word, Excel, and PowerPoint)
Project management
Stakeholder engagement
Reporting

Location

Canada

Work Type

Hybrid

Experience Level

1-2 years experience

Education Level

Bachelor's Degree

Salary/Compensations

47,476-69,635 CAD

Benefits

Bonus Target: 7.5%

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.
Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry.
Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require.
Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
Morningstar DBRS is the next generation of credit ratings.

Equal Opportunity

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.