Senior Manager, Marketing Automation & Analytics

Morningstar • New York, NY

7d • Hybrid

About The Position

We are looking for a seasoned marketing automation and analytics expert to lead all aspects of marketing operations for the global Credit business at Morningstar. As 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 HubSpot 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.

Requirements

• A bachelor’s degree
• 7+ years of experience in marketing automation architecture
• Deep hands-on expertise in HubSpot administration, configuration, and integration with Salesforce and supporting technologies
• Strong understanding of lead management, routing, and scoring processes
• Experience with marketing intelligence and visualization tools (Tableau, Power BI, Looker, etc.)
• Ability to successfully manage multiple projects simultaneously, communicating effectively with stakeholders and prioritizing to deliver high-quality work within deadline
• Ability to collaborate effectively with other team members as well as work independently and autonomously
• High attention to detail and a deep appreciation and proven ability for process-driven and detailed execution of marketing activities
• Strong problem-solving skills with experience overcoming ambiguity

Responsibilities

• 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 HubSpot
• 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, ZoomInfo, 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

Benefits

• Financial Health
• 75% 401k match up to 7%
• Stock Ownership Potential
• Company provided life insurance - 1x salary + commission
• Physical Health
• Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
• Additional medical Wellness Incentives - up to $300-$600 annual
• Company-provided long- and short-term disability insurance
• Emotional Health
• Trust-Based Time Off
• 6-week Paid Sabbatical Program
• 6-Week Paid Family Caregiving Leave
• Competitive 8-24 Week Paid Parental Bonding Leave
• Adoption Assistance
• Leadership Coaching & Formal Mentorship Opportunities
• Annual Education Stipend
• Tuition Reimbursement
• Social Health
• Charitable Matching Gifts program
• Dollars for Doers volunteer program
• Paid volunteering days
• 15+ Employee Resource & Affinity Groups

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees