Senior Manager, Marketing Automation & Analytics

The Group

The Credit group is a global team guided by Morningstar's mission to empower investor success. Our entrepreneurial spirit and uncompromising ethics guide everything we do. With teams in Toronto, New York, Chicago, London, Frankfurt, Madrid, and Mumbai, we delight our clients around the world with industry-defining credit products and services.

Through Morningstar DBRS, we offer independent credit opinions and thought leadership on corporate and sovereign entities, financial institutions, and project and structured finance transactions globally. Rating over 4,000 issuers and 60,000 securities, Morningstar DBRS is one of the four largest credit rating agencies in the world.

Through Morningstar Credit, we offer world-class credit analytics solutions that inform and empower credit market decision makers with the tools and insights they need to drive faster, insightful, and more predictable outcomes.

The Credit group is one of the largest and fastest-growing business units at Morningstar and the Credit Marketing team is critical to achieving its continued growth and success. With opportunities to make your mark on all aspects of the credit business, the Credit group is where you can grow both personally and professionally.

We are looking for a seasoned marketing automation and analytics expert to lead all aspects of marketing operations for the global Credit business  a Senior Manager, you will own the technology, data, and processes that power the broader marketing team and be responsible for defining, implementing, and optimizing marketing operations strategies to improve the efficiency and effectiveness of our marketing activities.

This role is a great opportunity to drive growth and make a meaningful impact on one of Morningstar's largest and fastest-growing business units.

To be successful in this role, you will have extensive hands‑on experience in marketing automation and data management with deep expertise in Hub Spot and related martech platforms. You will also have exceptional project management and communication skills, impeccable attention to detail, and a track record of effective cross-functional and global collaboration. The ideal candidate will be a highly motivated problem solver with a passion for marketing operations.

This role is based in New York and reports to the Senior Director of Marketing. We follow a hybrid policy of at least 4 days onsite.

• Define the martech vision, strategy, and roadmap for the global Credit business
• Own the end‑to‑end management of martech platforms – driving strategy, integrations, data practices, and providing expert‑level platform administration and support, particularly for Hub Spot
• Design, implement, and optimize automation programs and templates, lead scoring models, routing logic, and lifecycle frameworks
• Support the marketing team in executing efficient and effective campaigns through martech platforms

• Serve as the owner and subject matter expert of marketing source data architecture, aligning current and future‑state frameworks with business goals
• Maintain an up‑to‑date marketing database with high levels of data quality, integrity, and standardization, including establishing and enforcing governance processes and following best practices for regional data privacy and compliance standards (e.g., GDPR, CASL, CAN‑SPAM)
• Lead marketing data integration, appending, and enrichment processes (website, Zoom Info, third‑party sources, paid media, etc.)
• Oversee audience segmentation strategy and governance across platforms to ensure consistency, relevance, and compliance

• Analyze the marketing database and generate actionable audience insights for marketing campaigns
• Integrate marketing performance data from multiple sources (paid, owned, and earned media) and develop centralized marketing performance or other dashboards with clear and compelling data visualizations in Tableau, Power BI, Looker or other tools

• Identify, design, and implement scalable processes and best practices to streamline marketing operations
• Support the…