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About the Role

This role supports the global Credit business at Morningstar, focusing on marketing automation and analytics. You will own platforms, data, and reporting frameworks to enhance marketing effectiveness and efficiency, driving operational excellence in a 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 configuration, access, 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.
Own the marketing data architecture across marketing platforms, ensuring data frameworks support business objectives and scalability.
Maintain an up-to-date marketing audience database with high data quality 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 marketing performance and executive dashboards.
Partner with marketing stakeholders to deliver insights that inform strategy and investment decisions.
Champion a culture of data-driven decision-making by providing insights and recommendations.

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 deep appreciation and proven ability for process-driven and detailed execution of marketing activities.
Strong problem-solving skills with experience overcoming ambiguity.
Personal and related investments must be disclosed confidentially to the Compliance team.
Investments will be reviewed to ensure they meet Code of Ethics requirements.
If conflicts of interest are identified, holdings must be liquidated immediately.
Certain employee accounts must be held with an approved broker.

Skills

Marketing automation
Data management
Analytics
HubSpot
Pardot
Martech platforms
Project management
Communication skills
Attention to detail
Problem solving
Marketing technology
Salesforce integration
Lead management
Lead routing
Lead scoring
Marketing intelligence
Data visualization
Tableau
Power BI
Looker

Location

New York

Work Type

Hybrid
Full-time

Experience Level

Senior individual contributor
8+ years of experience

Education Level

Bachelor's degree

Salary/Compensations

$94,556.00-$138,674.00
15% Annual Incentive Target Percentage

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 premium discounts
Company-provided HSA contributions (up to $500-$2,000 annually)
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

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, Sydney, and Mumbai, we serve our clients around the world with industry-defining credit products and services.
Through Morningstar DBRS, we provide independent credit opinions and thought leadership on corporate and sovereign entities, financial institutions, and project and structured finance transactions globally.
Rating more than 4,500 issuers and 68,000 securities, Morningstar DBRS is one of the four largest credit rating agencies in the world.
Through Morningstar Credit, we deliver world-class credit analytics solutions that empower credit market decision-makers with the tools and insights they need to drive faster, more informed, and more predictable outcomes.
The Credit group is one of the largest and fastest-growing business units at Morningstar and the Credit Marketing & Communications team is critical to achieving its continued growth and success.
With opportunities to make an impact across the business, the Credit group is where you can grow both personally and professionally.

Equal Opportunity

R06_DBRSInc DBRS, Inc. - US Legal Entity