The Role:DBRS Morningstar is seeking a Senior 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 preferred yet not required for candidates who can demonstrate their ability to learn quickly and excel within a fast-paced environment. This role is based in our Toronto office with a required four days a week in office.Required capabilities2+ years of experience with Salesforce Customer Relationship Management (CRM) and as well as familiarity with the Marketing Cloud Account Engagement (Pardot)Interest in and basic understanding of the financial services industryStrong problem-solving and communication skillsExcellent quantitative skills with a desire to analyze everythingProficiency in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint)Bachelor's DegreeFamiliarity with utilizing AI tools to increase efficiency and reduce manual workIdeal qualificationsExperience in the financial services industryExperience working in a sales or marketing teamExperience with Oracle and invoicing workflowsEagerness to mentor junior colleaguesResponsibilitiesMaintain data integrityAdminister reviews of Salesforce data, run bulk ingestion of new data,



and execute bulk edits on existing dataImplement and maintain data validation rules and workflows within SalesforceCreate and maintain documentation on the configuration of objects and fields in Salesforce and Marketing Cloud Account Engagement (Pardot)Marketing automation administrationCleanse and segment contact databases used to implement direct marketing strategiesSupport regional marketing teams with their execution of outbound marketing campaignsAnalyze past direct marketing campaigns and recommend improvements to future campaignsEfficient project managementWork with business development team members to imagine how we might get more done with less workTakes initiative to lead projects and is comfortable with managing and prioritizing multiple projects in parallelSkilled in engaging stakeholders across departments to coordinate data flows across systemsMaintain and develop reports to communicate the business benefits of ongoing projects, and future project plansCompensation and BenefitsFinancial Health 100% 401k match up to 6% of salaryStock Ownership PotentialCompany provided life insurance - 1x salary + commissionPhysical HealthComprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually)



for specific plans and coveragesAdditional medical Wellness Incentives - up to $300-$600 annualCompany-provided long- and short-term disability insuranceEmotional HealthTrust-Based Time Off 6-weekPaid Sabbatical Program6-Week Paid Family Caregiving LeaveCompetitive 8-24 Week Paid Parental LeaveAdoption AssistanceLeadership Coaching & Formal Mentorship OpportunitiesAnnual Flex Stipend - $1000 annually to cover personal education & well-being expensesTuition ReimbursementSocial Health Charitable Matching Gifts programDollars for Doers volunteer programPaid volunteering days 15+Employee Resource & Affinity GroupsBase Salary Compensation Range $47,476.00-$69,634.66Incentive Target Percentage 7.5% AnnualMorningstar's hybrid work environment gives you the chance 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.Company overviewR08_DBRSLtdCanada DBRS Limited - Canada Legal Entity Morningstar is a global independent investment research and financial data company. Here, you'll help uncover what's hidden, simplify what's complex, and create insights that empower investor success.Equal Opportunity StatementMorningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—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.

📌 Senior Sales Operations Associate (Toronto)
🏢 Morningstar Credit Ratings
📍 Toronto