The Group: The International Wealth group builds solutions and capabilities that enable financial advisers to deliver compliant and comprehensive financial advice so that their retail clients and investors meet their goals. The solutions leverage Morningstar’s extensive data and research capabilities across all stages of financial advice making the advice process compliant, efficient, and effective.
The Role: We are looking for an execution-focused Sales Operations Analyst. The ideal candidate will have familiarity with the billing and accounting process. The role requires working closely with the finance team, customers, and the operation teams. In this role, you will take ownership of the end-end account management process.
Responsible for co-ordinating the end-to-end sales and onboarding process for IFAs and management of the platforms that are involved — including Contract Management, Product Consoles, and Payment Platforms (Ezidebit).
Monitor and manage the outputs that feed into Salesforce monthly and power billing in Oracle.
Responsible for driving further improvements in efficiency and accuracy of sales and account management processes
Manage the day-to-day work of the local Sales Operations Analysts who support International Wealth’s suite of products.
Be the first point of escalation for any billing or account management issues raised by clients to the Customer Support team.
Oversee the 'source of truth' data in the AdviserLogic & PayLogic Consoles — responsible for process and controls.
Work closely with the FSS team in Mumbai and the key go-to-market teams supporting AdviserLogic, Finametrica, ARC and Wealthcraft (Sales, Support, Success, Product, Operations and Finance)
Take the lead on planning further integrations with global initiatives across sales excellence and finance (i.e., contract management, billing, and subscription mgmt. etc)
A full-time master’s degree in finance or Operations management (MBA or PGDM).
Minimum 2 years of professional experience.
Computer fundamentals and an MS Office specialist.
Morningstar is an equal-opportunity employer.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least 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.