What are the responsibilities and job description for the Sales Operations Director position at Morningstar, Inc.?
About the Role :
The Sales Operations Director for SDRs will play a pivotal role in driving the effectiveness and efficiency of our Global Sales Development team. You will be responsible for overseeing the processes, systems, and strategies that empower SDRs to generate leads, qualify prospects, and ultimately contribute to revenue growth. You will focus primarily on North American and EMEA SDR teams, however you will also support our APAC and Australian markets. You'll collaborate closely with leadership, sales, and marketing teams to ensure smooth operations and data-driven decision-making. Your expertise in sales processes and operations will be essential to supporting our SDRs in achieving their goals. This is an individual contributor position to begin however, developing and growing a team over time is expected.
This position is based in our Chicago office. We follow a hybrid policy of 3 days onsite and 2 days remote work.
Key Responsibilities :
- Process and Technology Optimization :
- Analyze, optimize, and refine the SDR lead generation and qualification processes including the development of playbooks and workflows.
- Ensure SDRs are equipped with the tools to succeed in prospecting and qualifying leads including content on campaigns, promotions and messaging (industry and competitive) to targeted industries, segments and accounts.
- Manage and optimize sales technology platforms used by SDRs (e.g., CRM systems, lead enrichment tools, outreach automation platforms).
- Work closely with cross-functional teams, including Sales, Marketing and Product to align strategies and optimize the organization's sales initiatives.
- Data & Reporting :
- Maintain metrics to provide visibility into SDR performance including regular analysis of data to identify trends and areas for improvement.
- Manage and improve forecasting processes to ensure accurate and timely sales projection, facilitating effective resource allocation and planning
- Training & Development :
- Collaborate with Sales Enablement to design ongoing training programs, focusing on process improvement, sales skills, and product knowledge.
- Oversee the library of resources, including scripts, templates, and tools.
- Monitor SDR performance and provide coaching and feedback to maximize team effectiveness.
- Maintain, report, and make recommendations on SDR promotions, Performance Improvement Plans, and assignment changes.
Qualifications :
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 :
75% 401k match up to 7%
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
Trust-Based Time Off
Charitable Matching Gifts program
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days 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.
001_MstarInc Morningstar Inc. Legal Entity
Salary : $300 - $600
