In-Demand Sales operations analyst Jobs in New South Wales

Sales Operations Analyst
Morningstar —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Microsoft Excel
Sr. Sales Strategy and Operations Analyst
DocuSign —Sydney NSW
- Hybrid work
- CRM software
- Microsoft Excel
- Sales
5d
Operations Analyst
Plenti Group —Sydney NSW
- Full-time
- CRM software
- Google Suite
- Salesforce
Sales Performance Analyst
Qantas —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Communication skills
- On-the-job training
- Parental leave
Quick Apply
5d
Market Research Analyst
Citius Research —Bellingen NSW
- Sales
- Marketing
- Writing skills
Revenue Analyst
Accor Apartments & Realty —Sydney NSW
- Part-time
- Hospitality
- Microsoft Excel
- Management
2027 | APAC | Sydney | Operations | New Analyst
Goldman Sachs —Sydney NSW
- Full-time
2027 | APEJ | Sydney | Operations | Summer Analyst
Goldman Sachs —Sydney NSW
- Seasonal
- Bachelor's degree
- Internship
Senior Commercial Analyst - Sales
Campari Group —Sydney NSW
- Full-time
- Microsoft Excel
- Finance
- Analysis skills
Productivity Analyst
Gains5 Tech Solutions —Sydney NSW
- $80,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Computer Science
- Engineering
- Work from home
Quick Apply
Sales Operations Specialist
Advanced Navigation —Sydney NSW
- CRM software
- Google Suite
- Microsoft Excel
11d
SAP ERP Finance Operations Analyst
Blackmores Group —Surry Hills NSW
- Full-time
- Microsoft Excel
- ERP systems
- Analysis skills
Export Information and Logistics Analyst
Mario's Packhouse —Hanwood NSW
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Management
- Analysis skills
- Bachelor's degree
Quick Apply
2d
Customer Operations and Billing Analyst
DXC Technology —Macquarie Park NSW
- Full-time
- Microsoft Excel
- ERP systems
- Microsoft Office
- Parental leave
- Employee assistance program
10d
2026 Graduate Brand Analyst, Amazon Vendor Services
Amazon Commercial Services Pty Ltd —Sydney NSW
- Urgently hiring
- Microsoft Excel
- Management
- Merchandising
Commercial Analyst
Boral —Sydney NSW
- Full-time
- Microsoft Excel
- Bachelor's degree
- Budgeting
- Parental leave
12d
Production & Customer Process Analyst
Fashion Biz Ltd —Prestons NSW
- Full-time
- Microsoft Excel
- ERP systems
- Microsoft Office
Quick Apply
8d
Market Analyst
Modo Energy —Sydney NSW
- Monday to Friday
- Sales
- Writing skills
- Data analysis skills
ICT Business Analyst
RackCorp —Sydney NSW
- $70,000 - $90,000 a year
- Full-time
- Bachelor's degree
- No degree
- In-person
Quick Apply
11d
Head of GTM Operations
Heidi —Sydney NSW
- Full-time
- Hybrid work
- Salesforce
- SQL
- AI
- Work from home
- Parental leave

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sales operations analyst jobs near new south wales

Sales Operations Analyst

Morningstar -
Sydney NSW

Apply Now

Job Details

Full-time

Qualifications

Microsoft Powerpoint
CRM software
Investment management
Microsoft Excel
Sales
Salesforce
Sales administration
Administrative experience
Analysis skills
AI
Communication skills

Full Job Description

The Group

Morningstar is a global leader in asset allocation, investment research and portfolio construction.

The Investment Management group is a global team committed to helping investors achieve their financial goals. By partnering with like-minded financial advisers, we deliver exceptional client outcomes and establish the standard for trusted, long-term investment management partnerships.

About The Role

Morningstar is seeking an analytical, enthusiastic, and dynamic candidate to join our Managed Portfolio Sales team in the role of Sales Operations Analyst. The successful candidate will report to and work alongside the Head of National Sales - Managed Portfolios to improve sales team effectiveness.

This role is ideal for a technologically savvy professional with 2-3 years of experience in sales operations, business analytics, or sales support. You are naturally curious, data-driven, and energised by finding smarter ways to work, using technology and AI to turn insights into action and help a high-performing sales team deliver exceptional results.

Key Responsibilities

1. Sales Performance, Reporting & Analytics

Uplift and maintain sales and marketing dashboards to facilitate management reporting.
Oversee the governance of Sales AUM and platform data to maintain data integrity and reporting accuracy.
Manage distribution lists for sales campaigns.

2. CRM, Sales Enablement & Process Excellence

Uplift and maintain CRM data quality.
Manage CRM integration with systems and sales tools.
Document and continuously improve sales workflows.

3. Operational Support

Coordinate and represent the sales team in internal operational forums.
Liaise with the marketing team to coordinate branded content requests.
Manage updates, execution and maintenance of client agreements.

4. Business Operations, Governance & Project Coordination

Support the Head of Sales to drive adoption of AI tools to enhance efficiency, reporting quality and sales productivity.
Liaise with internal stakeholders on operational and business matters.
Coordinate client RFP responses.

5. Content Management & Presentation Support

Update standard sales presentations.
Support the development of market and product communications.
Ensure consistency, accuracy, and compliance of external-facing content.

Qualifications, Skills & Experience

2-3 years' experience in a Sales Operations, Business Administration, Client Services, Business Analytics, or a related role.
Demonstrated ability to leverage AI and technology to improve processes, automate workflows, and deliver practical business solutions will be highly regarded.
Strong analytical and reporting skills, with the ability to translate data into actionable insights and recommendations.
Experience working with CRM platforms (Salesforce preferred) and maintaining high standards of data quality and governance.
Advanced proficiency in Microsoft Excel and PowerPoint, with experience developing reporting, dashboards, and presentations.
Excellent organisational and project management skills, with the ability to manage multiple priorities and deadlines.
Strong communication and stakeholder management skills, with the ability to build effective relationships across teams.
High attention to detail, strong problem-solving capability, and a continuous improvement mindset.
Experience within a financial advice business, investment management firm, or broader financial services business.

Applicants must be Australian or NZ citizens or permanent residents with a permanent right to work in Australia.

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.

Morningstar's hybrid work environment gives you the opportunity 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.

704_MstarAusAsiaPtyL Morningstar Australasia Pty Limited Legal Entity

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Refine Your Search

sales operations analyst jobs in new south wales

Sales Operations Analyst

Sr. Sales Strategy and Operations Analyst

Operations Analyst

Sales Performance Analyst

Market Research Analyst

Revenue Analyst

2027 | APAC | Sydney | Operations | New Analyst

2027 | APEJ | Sydney | Operations | Summer Analyst

Senior Commercial Analyst - Sales

Productivity Analyst

Sales Operations Specialist

SAP ERP Finance Operations Analyst

Export Information and Logistics Analyst

Customer Operations and Billing Analyst

2026 Graduate Brand Analyst, Amazon Vendor Services

Commercial Analyst

Production & Customer Process Analyst

Market Analyst

ICT Business Analyst

Head of GTM Operations

I want to receive the latest job alert for sales operations analyst in new south wales

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