Marketing Automation Administrator

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. Were 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 theres going to be some ambiguity along the way but we excel when we challenge ourselves. Were 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:

Revenue Operations plays a critical role in ensuring financial success by improving the platforms operations and systems supporting our go-to-market teams. This team partners with Marketing Sales Customer Success and Finance to deliver scalable and efficient processes across the customer lifecycle from lead generation to revenue recognition. Revenue Operations is essential to achieving our companys revenue and operational goals.

As a Marketing Automations Administrator at PitchBook you will be the go-to expert for managing and optimizing our Marketo platform to drive lead generation nurture campaigns and overall marketing effectiveness. You will play a critical role in supporting our Marketing Platform team by configuring maintaining and advancing Marketo capabilities that empower our marketing and revenue teams. Working closely with cross-functional partners including marketing sales IT and analytics youll ensure seamless integrations high data integrity and innovative automation that fuel business growth. This role offers a unique opportunity to impact marketing technology in a fast-growing innovative financial service organization. The Marketing Automations Administrator position is part of the Marketing Platform team within Marketing Operations (Revenue Operations) and reports directly to the Manager Marketing Platform.

Primary Job Responsibilities:

• Manage and optimize all aspects of the Marketo platform including campaign setup forms landing pages email templates and automation workflows to maximize efficiency and impact
• Design and maintain sophisticated lead scoring and lifecycle management models to ensure quality lead routing and alignment with sales processes
• Ensure data accuracy and compliance by managing segmentation deduplication suppression lists and governance policies within Marketo
• Develop and deliver insightful reports and dashboards on campaign performance lead conversion and ROI to support data-driven marketing decisions
• Collaborate with IT CRM administrators (Salesforce) and third-party vendors to maintain seamless integrations troubleshoot issues and enhance system capabilities
• Lead integration efforts between marketing automation and CRM platforms (e.g. Salesforce) ensuring seamless data flow and synchronization to support attribution and pipeline management
• Provide ongoing training documentation and support to marketing and sales teams to maximize adoption and proficiency with Marketo tools and best practices
• Stay current on Marketo product updates industry trends and emerging marketing automation technologies to proactively recommend and implement enhancements
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Skills and Qualifications:

• Bachelors degree in Marketing Business Administration Information Technology or related field
• 3 years of hands-on experience administering Marketo in a marketing or demand generation environment
• Marketo Certified Expert (MCE) or Marketo Certified Associate (MCA) preferred
• Strong technical skills in campaign building automation workflows forms landing pages and segmentation within Marketo
• Experience with CRM systems such as Salesforce including knowledge of data integration and lead management best practices
• Proficient in marketing analytics and reporting tools with the ability to translate data into actionable insights
• Detail-oriented and highly organized with excellent project management skills
• Strong communicator and collaborator able to work effectively with technical and non-technical stakeholders across teams
• Self-motivated adaptable and able to thrive in a fast-paced evolving environment
• Passionate about marketing technology and continuous learning
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook Word and Excel with the ability to pick up new systems and software easily

Benefits Compensation at PitchBook:

Physical Health

• Comprehensive health benefits
• Additional medical wellness incentives
• STD LTD AD&D and life insurance

Emotional Health

• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend
• Robust training programs on industry and soft skills
• Employee assistance program
• Generous allotment of vacation days sick days and volunteer days

Social Health

• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program
• Quarterly team building events

Financial Health

• 401k match
• Shared ownership employee stock program
• Monthly transportation stipend

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Compensation

• Annual base salary: $80000-$110000
• Target annual bonus percentage: 10%

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity strengthens our connections and drives the innovation that sets us apart. Our culture is built on spontaneous momentsthose hallway conversations whiteboard brainstorms and shared celebrations in each of our global officesthat simply cant be replicated remotely. This role is expected to be in the office 5 days a week.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. Its our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view listening to others learning and reflecting on what weve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

We are excited to get to know you and your background. Concerned that you might not meet every requirement We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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