Marketing Automation Administrator @ PitchBook

Growth & Marketing (6)
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Growth & Marketing (6)

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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 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

Comprehensive health benefits
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
Subsidized emergency childcare
Dependent Care FSA
Company-wide events
Employee referral bonus program
Quarterly team building events

Financial Health

401k match
Shared ownership employee stock program
Monthly transportation stipend

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

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. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. 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.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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Marketing Automation Administrator

PitchBook

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