Senior Sales Operations Associate

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 capabilities

• 2+ 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 industry

• Strong problem-solving and communication skills

• Excellent quantitative skills with a desire to analyze everything

• 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

Ideal qualifications

• Experience in the financial services industry

• Experience working in a sales or marketing team

• Experience with Oracle and invoicing workflows

• Eagerness to mentor junior colleagues

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