Sr. Marketing Specialist
PitchBook, New York, NY, United States
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.
About the Role
The Marketing team at PitchBook is critical to fueling the company’s growth by utilizing a variety of strategies to support our Sales and Customer Success departments in growing and retaining our client base. The Marketing department is responsible for all demand generation efforts by executing engaging campaigns, effective product marketing strategies, and attending client and trade‑show events. The Marketing team is also responsible for promoting the PitchBook brand and supporting internal communications.
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. The ability to work cross‑functionally between Sales, Customer Success, Data Operations, Institutional Research, and Marketing is critical for this role so that the team builds a cohesive approach to our conference and partnership strategy.
Primary Job 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 for both parties while working with internal teams to fulfill partnership agreements
Where appropriate with partners, build and maintain limited PitchBook access programs 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
Travel requirement: Up to 20% travel
Skills and Qualifications
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
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 with the ability to pick up new systems and software easily
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation at PitchBook
Physical Health
Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance
Emotional Health
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
Social Health
Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company‑wide events
Employee referral bonus program
Quarterly team building events
Financial Health
401k match
Shared ownership employee stock program
Monthly transportation stipend
"Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment." (statement omitted from structured list)
Compensation
Annual base salary: $80,000-$90,000
Target annual bonus percentage: 7.5%
Working Conditions
At the heart of our company is a belief in the power of in‑person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an ongoing basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
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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 Marketing team at PitchBook is critical to fueling the company’s growth by utilizing a variety of strategies to support our Sales and Customer Success departments in growing and retaining our client base. The Marketing department is responsible for all demand generation efforts by executing engaging campaigns, effective product marketing strategies, and attending client and trade‑show events. The Marketing team is also responsible for promoting the PitchBook brand and supporting internal communications.
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. The ability to work cross‑functionally between Sales, Customer Success, Data Operations, Institutional Research, and Marketing is critical for this role so that the team builds a cohesive approach to our conference and partnership strategy.
Primary Job 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 for both parties while working with internal teams to fulfill partnership agreements
Where appropriate with partners, build and maintain limited PitchBook access programs 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
Travel requirement: Up to 20% travel
Skills and Qualifications
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
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 with the ability to pick up new systems and software easily
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation at PitchBook
Physical Health
Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance
Emotional Health
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
Social Health
Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company‑wide events
Employee referral bonus program
Quarterly team building events
Financial Health
401k match
Shared ownership employee stock program
Monthly transportation stipend
"Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment." (statement omitted from structured list)
Compensation
Annual base salary: $80,000-$90,000
Target annual bonus percentage: 7.5%
Working Conditions
At the heart of our company is a belief in the power of in‑person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an ongoing basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
#J-18808-Ljbffr