Sr. Marketo Specialist

Join to apply for the Sr. Marketo Specialist role at Pitch Book

At Pitch Book, 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, Pitch Book is the place for you.

The Revenue Operations department is responsible for creating, maintaining, and continually improving Pitch Book’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.

• 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

• 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

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

• 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

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

• 401k match
• Shared…