The Credit group is a global team guided by Morningstar's mission to empower investor success. Our entrepreneurial spirit and uncompromising ethics guide everything we do. With teams in Toronto, New York, Chicago, London, Frankfurt, Madrid, and Mumbai, we delight our clients around the world with industry-defining credit products and services.
Through Morningstar DBRS, we offer independent credit opinions and thought leadership on corporate and sovereign entities, financial institutions, and project and structured finance transactions globally. Rating over 4,000 issuers and 60,000 securities, Morningstar DBRS is one of the four largest credit rating agencies in the world.
Through Morningstar Credit, we offer world-class credit analytics solutions that inform and empower credit market decision makers with the tools and insights they need to drive faster, insightful, and more predictable outcomes.
The Credit group is one of the largest and fastest-growing business units at Morningstar and the Credit Marketing team is critical to achieving its continued growth and success. With opportunities to make your mark on all aspects of the credit business, the Credit group is where you can grow both personally and professionally.
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.
Marketing Automation
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
Marketing Data Management
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
Marketing Analytics & Reporting
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
Other Marketing Operations
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
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
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
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 Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
$94,556.00 - 160,733.00 USD Annual
15% Annual
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
R06_DBRSInc DBRS, Inc. - US Legal Entity
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$94,556 – $160,733
Base + Bonus · Other Equity
