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Sales Operations Specialist




Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.


As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.


The Sales Operations Specialist will work with the Head of Sales, Head of Relationship Management and other team leads to define and optimize key Sales processes all the way from Lead to onboarding to Relationship Management.  The individual will be working with customers from early stage companies, high growth companies, late stage companies all the way to pre-IPO companies.


Role Profile:


- Operationalize, standardize, and track Sales Processes.

- Analyze business processes and create improved efficiencies in process documentation. 

- Conduct ongoing needs analyses to determine appropriate services to meet existing clients’ requirements.

- Work directly with Team Leads to identify problem areas and challenges within their organization, identifying internal partners to solve and improve these pain points.

- As needed, coordinate planning activities with other functions and stakeholders within the company.

- Assist Sales management in understanding process bottlenecks and inconsistencies.

- Coordinate with both the Sales & Relationship Management teams on various different projects.

- Assist with the development and implementation of new processes and procedures for effective and efficient team operations.

- Action the day-to-day operational activities required to support the Sales and Relationship Management Team.

- Partner with Sales, Marketing, Customer Success, Support and Finance organizations to develop new processes and participate in joint planning process.

- Manage other tasks that may be assigned from sales team from time to time.






- Well-organized and detail-oriented 

- Strong analytical skills – experience analyzing data to identify trends and extract insights 

- Excellent written and oral communication and presentation skills 

- Excellent attention to details and strong ability to produce high quality reports and presentations 

- Ability to focus on the designed end goals of the organization 

- Excellent skills in time management and prioritization 

- Ability to beat deadlines and to also perform multiple tasks at the same time 

- Previous experience in the equity or share plan industry, including group and retirement plans, is a definite asset 

- Undergraduate degree in Business, Economics or Human Resources is preferred 

- Aptitude for learning new technologies, solid understanding of e-commerce and equities; previous experience with Software-as-a-service (SaaS) solutions is an asset 

- Superior problem-solving skills and abilities 

- Proven success working in a dynamic and fast paced environment and working well without direction 

- Demonstrated proficiency with technology and technical concepts, including but not limited to the Microsoft office suite and Sales Force  

- Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities 

- Ability to travel without restriction, within North America, up to 20% of the time 


Employee Benefits Information:



While we thank all applicants for their interest in a career with Morgan Stanley at Work, please note that only those individuals selected for an interview will be contacted. 


Job Type : Full-Time
Education Level : Bachelors Degree
Experience Level : Mid to Senior Level
Job Function : Finance
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