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About the Role
This role owns the platforms, data, and reporting frameworks for the Credit Marketing & Communications team, driving marketing automation, audience segmentation, reporting, and data management to enhance marketing effectiveness and efficiency. It's an opportunity to drive operational excellence within a large and growing business unit.
Responsibilities
- Define the martech vision, strategy, and roadmap for the global Credit business.
- Own the end-to-end management of marketing technology platforms, including strategy, integrations, governance, and administration.
- Serve as the primary administrator for marketing automation platforms, managing system configuration, access controls, enhancements, and vendor relationships.
- Design, implement, and optimize marketing automation programs, campaign templates, lead scoring models, audience journeys, and lifecycle frameworks.
- Support the marketing team in executing efficient and effective campaigns through marketing technology platforms.
- Stay current on marketing automation, data management, analytics, and martech best practices, identifying opportunities for enhancement.
- Own the marketing data architecture across platforms, including tracking, attribution, taxonomy, and integrations.
- Maintain an up-to-date marketing audience database with high data quality, integrity, and standardization, establishing governance and ensuring privacy compliance.
- Oversee audience segmentation strategy and governance across platforms for consistency, relevance, and compliance.
- Define, maintain, and evolve marketing measurement frameworks, KPIs, and attribution methodologies.
- Analyze the marketing database and generate actionable audience insights for marketing campaigns.
- Analyze marketing funnel performance, campaign effectiveness, and audience behavior to identify optimization opportunities.
- Integrate marketing performance data from multiple sources and develop centralized dashboards with clear visualizations.
- Partner with marketing stakeholders to deliver insights that inform strategy, investment decisions, and performance improvement.
- Champion a culture of data-driven decision-making by providing insights, recommendations, and thought leadership.
Requirements
- A bachelor’s degree.
- 8+ years of experience in marketing automation architecture.
- Deep hands-on expertise in marketing platform (Pardot, HubSpot, or related) 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 deadlines.
- Ability to collaborate effectively with other team members as well as work independently and autonomously.
- High attention to detail and a proven ability for process-driven and detailed execution of marketing activities.
- Strong problem-solving skills with experience overcoming ambiguity.
Skills
- Marketing Automation
- Data Management
- Analytics
- HubSpot
- Pardot
- Martech Platforms
- Project Management
- Communication Skills
- Data Analysis
- Reporting
- Audience Segmentation
- Salesforce Integration
- Lead Management
- Lead Routing
- Lead Scoring
- Marketing Intelligence Tools
- Visualization Tools
- Tableau
- Power BI
- Looker
Location
- New York
Work Type
- Hybrid
Experience Level
- Assistant Vice President
- 8+ years
Education Level
- Bachelor's degree
Salary/Compensations
- $94,556.00-$138,674.00
Benefits
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Comprehensive health benefits (medical/dental/vision)
- Potential health benefit premium discounts
- 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
- 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
- Tuition Reimbursement
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
About the Company
- 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.