The Group: The Financial Planning 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: The Morningstar AdviserLogic team is looking for an execution-focused Senior Manager – Accounts & Sales Operations. 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 end-end account management process. You will be managing a team of 4-5 members who will support you in achieving the goals.

Responsibilities:
• Responsible for co-ordinating the end-to-end sales and on-boarding process for IFA's and management of the platforms that are involved — including Pre-Sales Emails, Contract Management, Product Consoles, 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 the AdviserLogic 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 FSS team in Mumbai and the key go-to-market teams supporting AdviserLogic (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)

Basic Qualifications
• A full-time master’s degree in finance or Operations management (MBA or PGDM).
• Minimum 8 years of professional experience.
• Computer fundamentals and an MS office specialist.

Morningstar is an equal opportunity employer.
• Morningstar is an equal opportunity employer.

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