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.
The Role
We are looking for a seasoned marketing automation and analytics professional to support the global Credit business at Morningstar. In this senior individual contributor role, you will own the platforms, data, and reporting frameworks that enable the broader marketing team and be responsible for driving marketing automation, audience segmentation, reporting, and data management initiatives to improve marketing effectiveness and efficiency. This role is a great opportunity to drive operational excellence 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 hands-on experience in marketing automation, data management, and analytics, with expertise in HubSpot, Pardot, and related martech platforms. You will also have strong project management and communication skills, exceptional attention to detail, and a proven ability to translate data into actionable insights and recommendations. The ideal candidate is a highly motivated problem solver with a passion for marketing technology and analytics.
This role is based in New York and requires at least four days per week in the office. 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 marketing technology platforms, driving platform strategy, integrations, governance, and expert-level administration and support
- Serve as the primary administrator for marketing automation platforms, managing system configuration, access controls, platform 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 to enhance capabilities, efficiency, and performance
Marketing Data Management
- Own the marketing data architecture across marketing platforms, including campaign tracking, source attribution, taxonomy, and marketing system integrations, ensuring data frameworks support business objectives, reporting needs, and future scalability
- Maintain an up-to-date marketing audience database with high levels of data quality, integrity, and standardization, including establishing governance processes and ensuring compliance with applicable privacy regulations
- Oversee audience segmentation strategy and governance across platforms to ensure consistency, relevance, and compliance
Marketing Analytics & Reporting
- Define, maintain, and evolve marketing measurement frameworks, KPIs, and attribution methodologies to assess marketing effectiveness and business impact
- 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 and provide actionable recommendations
- Integrate marketing performance data from multiple sources and develop centralized marketing performance and executive dashboards with clear and compelling visualizations
- Partner with marketing stakeholders to deliver insights that inform strategy, investment decisions, and continuous performance improvement
- Champion a culture of data-driven decision-making and continuous improvement by providing insights, recommendations, and thought leadership across the marketing organization
What we’re looking for
- 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 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 Range
Base Salary - $75,000 - $110,800
Target Bonus - 15%
If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
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.
Skills Required
- Bachelor's degree
- 8+ years of experience in marketing automation architecture
- Hands-on expertise administering, configuring, and integrating marketing platforms such as Pardot or HubSpot with Salesforce
- Strong understanding of lead management, routing, and scoring processes
- Experience with marketing intelligence and visualization tools such as Tableau, Power BI, or Looker
- Ability to manage multiple projects, communicate effectively with stakeholders, prioritize work, and meet deadlines
- Ability to collaborate effectively and work independently and autonomously
- High attention to detail and process-driven execution of marketing activities
- Strong problem-solving skills and experience overcoming ambiguity
What the Team is Saying
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
