Senior Manager, Marketing Automation & Analytics

The Group

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.

The Role

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.

What you'll be doing

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

What we're looking for

• 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

Compensation and Benefits

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
  • 75% 401k match up to 7%
  • 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 plansand coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disabilityinsurance

• Emotional Health
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal MentorshipOpportunities
  • Annual Education Stipend
  • Tuition Reimbursement

• Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

Incentive Target Percentage

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.