Business Intelligence Manager

• Own and run the Business Intelligence function for Sales serving as the central point of accountability for sales analytics and reporting.

• Establish and maintain clear reporting standards ensuring consistency accuracy and trust in sales data across teams.

• Define and document core sales metrics and KPIs including pipeline bookings coverage activity and performance metrics.

• Partner with Marketing to develop frameworks and analyses to quantify and communicate the total addressable market (TAM) and opportunity set by segment product territory and account.

• Help sales leaders and managers understand where to focus by identifying whitespace growth pockets and under‑penetrated accounts.

• Translate opportunity insights into practical guidance for territory design account prioritization and sales planning.

• Design build and maintain dashboards and reporting tools that provide visibility into performance and opportunity.

• Continuously evaluate and improve reporting based on feedback from sales and leadership.

• Act as a trusted analytics partner to sellers managers and sales leadership translating business questions into data‑driven answers.

• Deliver insights in a way that is intuitive and actionable for the field not just technically correct.

• Support sales planning processes (e.g. annual planning quota setting coverage modeling) with robust analytical inputs.

• 5+ years of experience in Business Intelligence Sales Analytics Revenue Operations or a related analytics role with direct exposure to sales organizations.

• Strong experience defining metrics KPIs and data standards in a complex business environment.

• Demonstrated ability to translate analytical insights into practical recommendations for business and sales leaders.

• Experience working with BI tools and data platforms (e.g. Tableau Power BI SQL‑based warehouses).

• Experience supporting B2B sales organizations particularly in SaaS data financial or subscription‑based businesses.

• Familiarity with market segmentation territory design or coverage modeling.

• Experience partnering closely with Sales Strategy Revenue Operations or Field Operations teams.

• Sales leaders and field teams trust the data and use it consistently to guide decisions.

• Core sales metrics and product hierarchies are clearly defined documented and widely adopted.

• Sales teams have a shared data‑driven understanding of their opportunity landscape and TAM.

• Outbound and go‑to‑market efforts are more targeted measurable and effective.

• The Business Intelligence function is viewed as a strategic partner not just a reporting service.

• Financial Health
  
  • 100% 401k match up to 6% of salary
  • Stock Ownership Potential
  • Company provided life insurance - 1x salary + commission
• Physical Health
  
  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2000 annually) for specific plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
• Emotional Health
  
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  • Tuition Reimbursement
• Social Health
  
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

What We Do

At Morningstar we believe in building great products in-house in a highly collaborative agile environment where we focus on technical excellence the user experience and continuous improvement. Our technologists represent a range of skills and experience levels but they all view their work as a craft and push technology’s boundaries.

Why Work With Us

Imagining big things is in our blood -- it's transformed us from a company with just a few employees in 1984 to a leading independent investment research company with a worldwide presence today. As of April 2020 we acquired Sustainalytics to drive long-term meaningful outcomes for investors in the ESG space. Join us on this exciting journey!

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