Sr. Marketing Automation 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 targets
• Design, build, and manage sophisticated automated campaigns, including multi-touch nurture programs, dynamic customer journeys, and complex lead scoring models
• Support 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 management
• Analyze campaign and system performance metrics, develop dashboards, and present actionable insights to stakeholders to continuously improve campaign ROI and marketing effectiveness
• Establish best practices, automation standards, and governance frameworks to ensure scalable, maintainable, and compliant marketing operations
• Provide mentorship and training to junior automation and marketing team members, and collaborate cross-functionally to support sales enablement and customer success initiatives
• Manage multiple automation projects simultaneously, driving timely delivery and effective communication with stakeholders across departments
  

Skills and Qualifications:

• Bachelor's degree in Marketing, Business, Information Technology, or a related field
• 5+ years of progressive experience in marketing automation, demand generation, or marketing operations roles
• Expert-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 integrations
• Strong analytical and problem-solving skills, with experience using data analytics tools to drive decision-making
• Excellent organizational, project management, and stakeholder communication skills, with the ability to influence at all levels of the organization
• Detail-oriented with a commitment to quality and operational excellence
• Proactive, self-motivated, and eager to lead process improvements and share knowledge across teams
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future
  

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: $105,000-$135,000
• 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 moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't 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. It's 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 we've 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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