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.
The Revenue Operations department is responsible for creating, maintaining, and continually improving PitchBook’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.
As a Senior Automation Specialist at PitchBook, you will lead the design, development, and optimization of complex automation workflows across marketing and sales functions to drive scalable, data-driven demand generation and customer engagement programs. You will serve as a strategic partner to marketing leadership and cross-functional teams, applying your deep expertise in marketing automation platforms (such as Marketo) to architect solutions that enhance operational efficiency and maximize campaign effectiveness. This role requires a strong technical skillset, business acumen, and the ability to translate marketing objectives into innovative automation strategies.
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
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: $105,000-$135,000
Target annual bonus percentage: 10%
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.
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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PitchBook is a financial data and research platform providing private capital markets intelligence, including M&A, venture capital, and private equity information. It serves investors, financial advisors, and corporate development professionals with comprehensive deal and company data.
Visit website$105,000 – $135,000
Base + Bonus · Other Equity
