Sr. Marketing Operations Specialist

At PitchBook, a Morningstar company, 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.As a Senior Automation Specialist at PitchBook, you will lead the design, development, and optimization of complex automation workflows across marketing and sales functions to drive scalable, data-driven demand generation and customer engagement programs. You will serve as a strategic partner to marketing leadership and cross-functional teams, applying your deep expertise in marketing automation platforms (such as Marketo) to architect solutions that enhance operational efficiency and maximize campaign effectiveness. This role requires a strong technical skillset, business acumen, and the ability to translate marketing objectives into innovative automation strategies.Primary Job Responsibilities:Own the end-to-end marketing automation strategy, working closely with marketing, sales, and product teams to align automation efforts with overall business goals and revenue targetsDesign, build, and manage sophisticated automated campaigns, including multi-touch nurture programs, dynamic customer journeys, and complex lead scoring modelsSupport integration efforts between marketing automation and CRM platforms by creating and maintaining operational automations, ensuring seamless data flow and synchronization to support attribution and pipeline managementAnalyze campaign and system performance metrics, develop dashboards, and present actionable insights to stakeholders to continuously improve campaign ROI and marketing effectivenessEstablish best practices, automation standards, and governance frameworks to ensure scalable, maintainable, and compliant marketing operationsProvide mentorship and training to junior automation and marketing team members, and collaborate cross-functionally to support sales enablement and customer success initiativesManage multiple automation projects simultaneously, driving timely delivery and effective communication with stakeholders across departmentsSkills and Qualifications:Bachelor's degree in Marketing, Business, Information Technology, or a related field5+ years of progressive experience in marketing automation, demand generation, or marketing operations rolesExpert-level proficiency with marketing automation platforms (Marketo preferred), and strong working knowledge of CRM systems (Salesforce experience highly desirable)Demonstrated ability to architect and execute complex automated marketing workflows and integrationsStrong analytical and problem-solving skills, with experience using data analytics tools to drive decision-makingExcellent organizational, project management, and stakeholder communication skills, with the ability to influence at all levels of the organizationDetail-oriented with a commitment to quality and operational

Created: 2025-12-22