PitchBook Data
At PitchBook, 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:
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 company’s 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, you’ll 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:
Bachelor’s 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 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 Dependent Care FSA Employee referral bonus program Quarterly team building events Shared ownership employee stock program Monthly transportation stipend Compensation Annual base salary: $80,000-$110,000 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. 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.
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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 company’s 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, you’ll 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:
Bachelor’s 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 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 Dependent Care FSA Employee referral bonus program Quarterly team building events Shared ownership employee stock program Monthly transportation stipend Compensation Annual base salary: $80,000-$110,000 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. 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.
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