Marketing Automation Specialist

At PitchBook, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence.If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.About the Role:The Revenue Operations department is responsible for creating, maintaining, and continually improving PitchBook's systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth.The PitchBook Revenue Operations team is looking for a passionate and detail-oriented Marketing Automation Specialist to assist in the management of a sustainable martech architecture that supports our overall marketing goals. This role calls for an individual who will develop, build, and maintain programs and processes aimed at creating scalable operational excellence. The Marketing Automation Specialist must be detail-oriented with demonstrated experience in marketing automation (Marketo), CRM management (preferably ), and project management. This role will work closely with various teams across PitchBook to ensure the creation and execution of marketing campaigns with maximum success.This person will support our internal tools/products that are responsible for prospect movement through our Sales and Marketing funnel focused on lead routing, field mapping, pipeline health, and system integrations.Primary Job Responsibilities:Identify opportunities and implement projects that will help improve campaign performance and scale the department efficientlyPartner with other marketing teams to provide operational (campaign setup and execution) supportPartner with cross-functional teams to automate processes and assess opportunities for improving data and system integrationsSupport the evaluation and implementation of new marketing technologySupport our account based marketing efforts, bringing together the tools and data to assist account selection, contact identification, and performance evaluationField custom requests and capabilities questionsInvestigate issues and technical problems with Marketo or other internal toolsProactively monitor marketing funnel and campaign metrics (conversion rates, campaign attribution, email performance) and produce actionable insightsCreate documentation and training for marketing operations processes and systemsSupport the vision and values of the company through role modeling and encouraging desired behaviorsParticipate in various company initiatives and projects as requestedSkills and Qualifications:Bachelor's degree in Marketing, Business, Information Technology, or related field2+ years working experience with Marketo2+ years working experience with a CRM (strong preference for )Experience with troubleshooting system, process, and data issuesDetail-oriented with excellent oral and written communication skillsExcellent project management, time management, and attention to detailExperience with lead routing tool a plus (e.g. LeanData, Openprise)Understanding of B2B funnels, sales pipelines, and how the mechanisms are implemented to control proper lead flowAbility to prioritize and manage various

Created: 2025-09-12