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About the Role

The Senior Marketing Specialist, Events & Partnerships at PitchBook plays a key role in driving our partnership and conference strategy. This role manages the planning and execution of high-profile conferences, ensures the fulfillment of partnership agreements, and supports the growth of strategy initiatives that enhance PitchBook’s brand and drive demand generation. Cross-functional collaboration between Sales, Customer Success, Data Operations, Institutional Research, and Marketing is critical for this role to build a cohesive approach to conference and partnership strategy.

Responsibilities

Manage and execute conference and partnership strategy to drive lead generation, pipeline velocity, and strengthen brand position.
Oversee vendor relationships for assigned events, including negotiation, budgeting, and on-site execution.
Coordinate with current and potential partners to drive mutual benefit while working with internal teams to fulfill partnership agreements.
Build and maintain limited PitchBook access programs with partners to drive product awareness.
Collaborate with cross-functional teams to determine event and program objectives and drive pre and post execution activities.
Develop an intimate understanding of the PitchBook brand and culture ensuring brand execution through messaging, design, and overall event experience.
Manage communication between Sales and Customer Success to ensure effective event staffing, preparation, and training.
Evaluate, measure, and report on the strategic effectiveness of events.
Track and manage conference and travel budgets each quarter as aligned with event allocation.
Support the vision and values of the company through role modeling and encouraging desired behaviors.
Participate in various company initiatives and projects as requested.

Requirements

Bachelor's degree required.
3+ years of relevant professional experience in Marketing and Events Management.
Ability to work productively across diverse teams in rapidly changing situations.
Partnership and collaboration is a fundamental requirement.
Ability to simultaneously manage multiple projects and priorities.
Detail-oriented and deadline-driven.
Must be authorized to work in the United States without the need for visa sponsorship now or in the future.
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.

Skills

Excellent written and verbal communication skills.
Technically savvy, with experience in Marketo, Salesforce.com, Splash, Zoom, or similar marketing automation programs preferred.
Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel.
Ability to pick up new systems and software easily.

Location

United States

Work Type

Onsite

Experience Level

3+ years of relevant professional experience

Education Level

Bachelor's degree

Salary/Compensations

$80,000-$105,000
Target annual bonus percentage: 7.5%

Benefits

Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance
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
Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company-wide events
Employee referral bonus program
Quarterly team building events
401k match
Shared ownership employee stock program
Monthly transportation stipend

About the Company

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.

Equal Opportunity

We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.