Senior Manager, Marketing Automation & Analytics

Senior Manager, Marketing Automation & Analytics

Join to apply for the Senior Manager, Marketing Automation & Analytics role at Morningstar

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.

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 planning, allocation, tracking and reporting on the annual marketing budget
• Bring subject‑matter expertise into all our thinking and planning by staying current on marketing automation, data management, analytics, and operations best practices and finding the bridges to apply them
• Foster a culture of continuous improvement and innovation within the broader marketing team
• Support other marketing operations needs as necessary

• A bachelor’s degree
• 7+ years of experience in marketing automation architecture
• Deep hands‑on expertise in Hub Spot administration, configuration, and integration with Salesforce and supporting technologies
• Strong understanding of lead management, routing, and scoring processes
• Experience with marketing intelligence and…