In-Demand Sales administration salesforce Jobs in Sydney Nsw

Sales Operations Analyst
Morningstar —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Microsoft Excel
7d
Coordinator, Global Sales Sydney (175652)
Shangri-La Hotels —Sydney NSW
- Weekend availability
- Hospitality
- Salesforce
- Microsoft Office
Sales Systems Processing Specialist
Domain Group —Pyrmont NSW
- CRM software
- Microsoft Excel
- Management
- Parental leave
1d
Inside Sales Account Rep Associate
Accenture —Sydney NSW
- Full-time
- CRM software
- Sales
- Marketing
Sales and Marketing Manager
AI Talent —Barangaroo NSW
- $70,000 - $120,000 a year
- 8 hour shift
- Hybrid work
- CRM software
- Management
- Sales
- Work from home
Quick Apply
Sales Operations Specialist
Nuix —Sydney NSW
- Hybrid work
- CRM software
- Sales
- Salesforce
Internal Sales Support Officer
Dormakaba Group —Hornsby NSW
- Full-time
- Sales
- Customer service
- Salesforce
10h
Sales Systems Processing Specialist
CoStar Group —Sydney NSW
- Full-time
- CRM software
- Microsoft Excel
- Management
- Parental leave
10d
Referral & Community Partnerships Coordinator (NDIS).
Mycarehub —Kingsgrove NSW
- $40 - $50 an hour
- Part-time
- Hybrid work
- Salesforce
- Communication skills
- Hospital experience
- Work from home
Quick Apply
1d
Program Manager, Scaled Sales, Google for Education
Google —Sydney NSW
- Full-time
- CRM software
- Sales
- Salesforce
Business Development Support - Graduate
ausbil —Sydney NSW
- Full-time
- Customer service
- Salesforce
- Microsoft Office
9d
Sales and Service Coordinator
JamesFisher —Caringbah NSW
- Full-time
- Sales
- Customer service
- Salesforce
- Parental leave
- Employee assistance program
8d
Partner Sales Manager (Re-seller) - ANZ
ServiceNow —Sydney NSW
- Full-time
- Hybrid work
- Management
- Sales
- Salesforce
Quick Apply
Institutional Client Solutions - Executive Assistant - Sydney
Blackstone Group —Sydney NSW
- Full-time
- Management
- Sales
- Salesforce
Contract Administrative Coordinator
Arthrex —Sydney NSW
- Contract
- Microsoft Excel
- Salesforce
- Microsoft Office
Wholesale Coordinator & Contract Administrator
Stockland —Sydney NSW
- CRM software
- Microsoft Excel
- Salesforce
2d
Customer Service Representative
HUBER+SUHNER —Frenchs Forest NSW
- Full-time
- Customer service
- Salesforce
- ERP systems
Quick Apply
9d
Customer Service Representative (Fixed-Term Contract)
Vantive —North Sydney NSW
- Contract
- Customer service
- ERP systems
- Computer skills
Client Experience Advisor
Montefiore —Randwick NSW
- Contract
- Microsoft Word
- CRM software
- Microsoft Excel
- Annual leave
Quick Apply
Escalation Manager
Palo Alto Networks —Sydney NSW
- Full-time
- Computer Science
- Salesforce
- DevOps
14d

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Sales Operations Analyst

Morningstar -
Sydney NSW

Apply Now

Job Details

Full-time
7 days ago

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

Apply Now

Refine Your Search

sales administration salesforce jobs in sydney nsw

Sales Operations Analyst

Coordinator, Global Sales Sydney (175652)

Sales Systems Processing Specialist

Inside Sales Account Rep Associate

Sales and Marketing Manager

Sales Operations Specialist

Internal Sales Support Officer

Sales Systems Processing Specialist

Referral & Community Partnerships Coordinator (NDIS).

Program Manager, Scaled Sales, Google for Education

Business Development Support - Graduate

Sales and Service Coordinator

Partner Sales Manager (Re-seller) - ANZ

Institutional Client Solutions - Executive Assistant - Sydney

Contract Administrative Coordinator

Wholesale Coordinator & Contract Administrator

Customer Service Representative

Customer Service Representative (Fixed-Term Contract)

Client Experience Advisor

Escalation Manager

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