PitchBook Data
Overview
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: 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 Senior Marketing Automation Administrator at PitchBook, you will be the subject matter expert for managing, optimizing, and scaling our Marketo platform and related technologies. You will play a critical role in shaping and advancing our marketing automation strategy, ensuring alignment across marketing, sales, and revenue teams. In addition to day-to-day platform management, you will design scalable automation solutions, guide cross-functional initiatives, and provide mentorship to peers. This role requires both technical expertise and strategic leadership to drive campaign effectiveness, improve data integrity, and fuel revenue growth. The Senior Marketing Automation Administrator position is part of the Marketing Platform team within Marketing Operations (Revenue Operations) and reports directly to the Sr. Manager, Marketing Operations. Primary Job Responsibilities
Lead the strategy and execution of Marketo platform management, forms, landing pages, email templates, and automation workflows Identify opportunities to scale automation, improve efficiencies, and maximize campaign impact Design and maintain advanced lead scoring and lifecycle management models to align with buyer journeys and sales processes Partner with Sales leadership to refine qualification, and pipeline acceleration Establish and enforce governance standards across Marketo and integrated systems Translate data into actionable insights for senior leadership and cross-functional stakeholders Drive integration efforts between Marketo, Salesforce, and third-party platforms to support seamless data flow and advanced attribution Partner with IT, CRM administrators, and vendors to troubleshoot, enhance, and future-proof system capabilities Mentor junior team members and serve as SME for marketing automation best practices Provide ongoing training, documentation, and playbooks to enable adoption across Marketing and Sales teams Stay current on Marketo product updates, marketing automation trends, and emerging technologies Proactively recommend and implement new tools and processes to advance automation strategy Represent marketing automation in company-wide initiatives, ensuring technical feasibility and alignment with business objectives Contribute technical expertise and strategic insights to support broader marketing and revenue goals Skills and Qualifications
Bachelor’s degree in Marketing, Business Administration, Information Technology, or related field 8+ 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 Proven experience in Salesforce integration, lead management, and attribution modeling Experience mentoring peers or leading cross-functional projects Excellent communicator and collaborator, able to influence technical and non-technical stakeholders Detail-oriented with strong organizational and project management skills Self-motivated, adaptable, and able to thrive in a fast-paced, evolving environment 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; Tuition reimbursement; CFA exam stipend; Robust training programs; Employee assistance program; Generous vacation/sick/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: $140,000-$160,000; Target annual bonus: 10% Working Conditions
At the heart of our company is a belief in the power of in-person collaboration. This role is expected to be in the office 5 days a week in our office-based environment. The job conditions for this position are in a standard office setting. Employees use PC and phone on an ongoing basis. Limited travel may be required. PitchBook is recognized as a Best Place to Work. We value diverse perspectives, curiosity, and collaboration to strengthen the PitchBook community. We encourage you to apply even if you don’t meet every requirement, as you might be the right candidate for this role or other roles at PitchBook. Please note: the above benefit offerings are subject to plan documents and may change. EEO and Voluntary Self-Identification
PitchBook is an equal opportunity employer. We ask candidates to respond to the voluntary self-identification survey for government reporting purposes. This information is confidential and used for compliance purposes. Completion is voluntary and does not affect hiring decisions. For more information, see PitchBook’s Equal Employment Opportunity policy. The information requested may be used to measure outreach and recruitment efforts. Disability status questions are voluntary and confidential. If you choose to respond, your information will be kept separate from your application materials.
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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: 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 Senior Marketing Automation Administrator at PitchBook, you will be the subject matter expert for managing, optimizing, and scaling our Marketo platform and related technologies. You will play a critical role in shaping and advancing our marketing automation strategy, ensuring alignment across marketing, sales, and revenue teams. In addition to day-to-day platform management, you will design scalable automation solutions, guide cross-functional initiatives, and provide mentorship to peers. This role requires both technical expertise and strategic leadership to drive campaign effectiveness, improve data integrity, and fuel revenue growth. The Senior Marketing Automation Administrator position is part of the Marketing Platform team within Marketing Operations (Revenue Operations) and reports directly to the Sr. Manager, Marketing Operations. Primary Job Responsibilities
Lead the strategy and execution of Marketo platform management, forms, landing pages, email templates, and automation workflows Identify opportunities to scale automation, improve efficiencies, and maximize campaign impact Design and maintain advanced lead scoring and lifecycle management models to align with buyer journeys and sales processes Partner with Sales leadership to refine qualification, and pipeline acceleration Establish and enforce governance standards across Marketo and integrated systems Translate data into actionable insights for senior leadership and cross-functional stakeholders Drive integration efforts between Marketo, Salesforce, and third-party platforms to support seamless data flow and advanced attribution Partner with IT, CRM administrators, and vendors to troubleshoot, enhance, and future-proof system capabilities Mentor junior team members and serve as SME for marketing automation best practices Provide ongoing training, documentation, and playbooks to enable adoption across Marketing and Sales teams Stay current on Marketo product updates, marketing automation trends, and emerging technologies Proactively recommend and implement new tools and processes to advance automation strategy Represent marketing automation in company-wide initiatives, ensuring technical feasibility and alignment with business objectives Contribute technical expertise and strategic insights to support broader marketing and revenue goals Skills and Qualifications
Bachelor’s degree in Marketing, Business Administration, Information Technology, or related field 8+ 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 Proven experience in Salesforce integration, lead management, and attribution modeling Experience mentoring peers or leading cross-functional projects Excellent communicator and collaborator, able to influence technical and non-technical stakeholders Detail-oriented with strong organizational and project management skills Self-motivated, adaptable, and able to thrive in a fast-paced, evolving environment 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; Tuition reimbursement; CFA exam stipend; Robust training programs; Employee assistance program; Generous vacation/sick/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: $140,000-$160,000; Target annual bonus: 10% Working Conditions
At the heart of our company is a belief in the power of in-person collaboration. This role is expected to be in the office 5 days a week in our office-based environment. The job conditions for this position are in a standard office setting. Employees use PC and phone on an ongoing basis. Limited travel may be required. PitchBook is recognized as a Best Place to Work. We value diverse perspectives, curiosity, and collaboration to strengthen the PitchBook community. We encourage you to apply even if you don’t meet every requirement, as you might be the right candidate for this role or other roles at PitchBook. Please note: the above benefit offerings are subject to plan documents and may change. EEO and Voluntary Self-Identification
PitchBook is an equal opportunity employer. We ask candidates to respond to the voluntary self-identification survey for government reporting purposes. This information is confidential and used for compliance purposes. Completion is voluntary and does not affect hiring decisions. For more information, see PitchBook’s Equal Employment Opportunity policy. The information requested may be used to measure outreach and recruitment efforts. Disability status questions are voluntary and confidential. If you choose to respond, your information will be kept separate from your application materials.
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