PitchBook Data
Overview
At PitchBook, 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. About the Role
The Revenue Operations department is responsible for creating, maintaining, and continually improving PitchBook’s systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth. As a Senior Automation Specialist at PitchBook, you will lead the design, development, and optimization of complex automation workflows across marketing and sales functions to drive scalable, data-driven demand generation and customer engagement programs. You will serve as a strategic partner to marketing leadership and cross-functional teams, applying your deep expertise in marketing automation platforms (such as Marketo) to architect solutions that enhance operational efficiency and maximize campaign effectiveness. This role requires a strong technical skillset, business acumen, and the ability to translate marketing objectives into innovative automation strategies. Primary Job Responsibilities
Own the end-to-end marketing automation strategy, working closely with marketing, sales, and product teams to align automation efforts with overall business goals and revenue targets Design, build, and manage sophisticated automated campaigns, including multi-touch nurture programs, dynamic customer journeys, and complex lead scoring models Support integration efforts between marketing automation and CRM platforms by creating and maintaining operational automations, ensuring seamless data flow and synchronization to support attribution and pipeline management Analyze campaign and system performance metrics, develop dashboards, and present actionable insights to stakeholders to continuously improve campaign ROI and marketing effectiveness Establish best practices, automation standards, and governance frameworks to ensure scalable, maintainable, and compliant marketing operations Provide mentorship and training to junior automation and marketing team members, and collaborate cross-functionally to support sales enablement and customer success initiatives Manage multiple automation projects simultaneously, driving timely delivery and effective communication with stakeholders across departments Skills and Qualifications
Bachelor’s degree in Marketing, Business, Information Technology, or a related field 5+ years of progressive experience in marketing automation, demand generation, or marketing operations roles Expert-level proficiency with marketing automation platforms (Marketo preferred), and strong working knowledge of CRM systems (Salesforce experience highly desirable) Demonstrated ability to architect and execute complex automated marketing workflows and integrations Strong analytical and problem-solving skills, with experience using data analytics tools to drive decision-making Excellent organizational, project management, and stakeholder communication skills, with the ability to influence at all levels of the organization Detail-oriented with a commitment to quality and operational excellence Proactive, self-motivated, and eager to lead process improvements and share knowledge across teams Benefits & Compensation
Compensation Annual base salary: $105,000-$135,000 Target annual bonus percentage: 10% Working Conditions PitchBook is an office-first environment. This role is expected to be onsite 5 days a week. The job conditions are in a standard office setting. Employees use PC and phone on an ongoing basis. Limited corporate travel may be required to remote offices or other business meetings and events. We are consistently recognized as a Best Place to Work and value diverse perspectives, belonging, and collaboration across our global offices. We encourage you to apply even if you don’t meet every requirement, as you might be the right candidate for the role or other roles at PitchBook. #LI-TK1 #LI-Onsite Create a Job Alert Interested in building your career at PitchBook Data? Get future opportunities sent straight to your email. Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is voluntary. Information provided will be kept confidential and used for equal employment opportunity reporting. PitchBook is an Equal Employment Opportunity employer. We do not discriminate on the basis of any protected status. Details and classifications follow applicable laws and policy documents.
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At PitchBook, 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. About the Role
The Revenue Operations department is responsible for creating, maintaining, and continually improving PitchBook’s systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth. As a Senior Automation Specialist at PitchBook, you will lead the design, development, and optimization of complex automation workflows across marketing and sales functions to drive scalable, data-driven demand generation and customer engagement programs. You will serve as a strategic partner to marketing leadership and cross-functional teams, applying your deep expertise in marketing automation platforms (such as Marketo) to architect solutions that enhance operational efficiency and maximize campaign effectiveness. This role requires a strong technical skillset, business acumen, and the ability to translate marketing objectives into innovative automation strategies. Primary Job Responsibilities
Own the end-to-end marketing automation strategy, working closely with marketing, sales, and product teams to align automation efforts with overall business goals and revenue targets Design, build, and manage sophisticated automated campaigns, including multi-touch nurture programs, dynamic customer journeys, and complex lead scoring models Support integration efforts between marketing automation and CRM platforms by creating and maintaining operational automations, ensuring seamless data flow and synchronization to support attribution and pipeline management Analyze campaign and system performance metrics, develop dashboards, and present actionable insights to stakeholders to continuously improve campaign ROI and marketing effectiveness Establish best practices, automation standards, and governance frameworks to ensure scalable, maintainable, and compliant marketing operations Provide mentorship and training to junior automation and marketing team members, and collaborate cross-functionally to support sales enablement and customer success initiatives Manage multiple automation projects simultaneously, driving timely delivery and effective communication with stakeholders across departments Skills and Qualifications
Bachelor’s degree in Marketing, Business, Information Technology, or a related field 5+ years of progressive experience in marketing automation, demand generation, or marketing operations roles Expert-level proficiency with marketing automation platforms (Marketo preferred), and strong working knowledge of CRM systems (Salesforce experience highly desirable) Demonstrated ability to architect and execute complex automated marketing workflows and integrations Strong analytical and problem-solving skills, with experience using data analytics tools to drive decision-making Excellent organizational, project management, and stakeholder communication skills, with the ability to influence at all levels of the organization Detail-oriented with a commitment to quality and operational excellence Proactive, self-motivated, and eager to lead process improvements and share knowledge across teams Benefits & Compensation
Compensation Annual base salary: $105,000-$135,000 Target annual bonus percentage: 10% Working Conditions PitchBook is an office-first environment. This role is expected to be onsite 5 days a week. The job conditions are in a standard office setting. Employees use PC and phone on an ongoing basis. Limited corporate travel may be required to remote offices or other business meetings and events. We are consistently recognized as a Best Place to Work and value diverse perspectives, belonging, and collaboration across our global offices. We encourage you to apply even if you don’t meet every requirement, as you might be the right candidate for the role or other roles at PitchBook. #LI-TK1 #LI-Onsite Create a Job Alert Interested in building your career at PitchBook Data? Get future opportunities sent straight to your email. Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is voluntary. Information provided will be kept confidential and used for equal employment opportunity reporting. PitchBook is an Equal Employment Opportunity employer. We do not discriminate on the basis of any protected status. Details and classifications follow applicable laws and policy documents.
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