Senior Marketing Operations Manager

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 an experienced marketer to lead all aspects of marketing operations for the Credit business globally. As the Senior Marketing Operations Manager, you will collaborate across our marketing, sales and other cross-functional teams and be responsible for defining, developing, implementing and optimizing marketing operations strategies to improve the efficiency and effectiveness of our marketing activities. This newly created 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 a strong background in marketing automation and analytics with extensive hands-on experience across the relevant marketing technology 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 business operations.

This role is based in New York and reports to the Senior Director of Marketing. We follow a hybrid working policy and require at least 3 days per week onsite.

What you’ll be doing

Marketing Automation:

• Own the marketing tech stack and develop, implement, optimize and manage automation campaign templates and processes
• Develop and execute new marketing automation strategies to drive the effectiveness and efficiency of marketing activities and increase the value the marketing team receives from each technology/tool
• Train and educate team members on marketing automation tools and processes

Marketing Analytics & Reporting:

• Use rigorous data analysis to evaluate the effectiveness of marketing activities across the various channels and identify trends, patterns and actionable insights to improve performance and inform marketing strategies
• Develop and implement marketing ROI measurement models and lead scoring models to inform marketing strategies and budget allocation
• Develop and maintain marketing performance reporting dashboards with clear and compelling data visualizations that communicate the impact of marketing on the overall business for a variety of audiences

Marketing Processes:

• Identify, design and implement scalable processes and best practices to streamline operations, improve the effectiveness of marketing campaigns, and ensure optimal use of digital marketing tools
• Ensure marketing processes are documented, understood, and followed by all relevant teams

Project Management:

• Lead large marketing projects involving multiple teams to successful completion with clear project plans

Budget Management:

• Support the Senior Director in planning, allocating, tracking and reporting on the annual marketing budget

Additionally:

• Bring subject matter expertise into all our thinking and planning by staying current on marketing automation 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
• 5+ years of experience in marketing operations focused on automation and analytics
• Extensive experience using marketing automation platforms such as Eloqua and Pardot and marketing intelligence and analytics platforms such as Google Looker Studio and Tableau
• Deep expertise in analyzing marketing performance data and translating it to actionable insights
• Proficient in data storytelling, including visualizing data, to communicate key insights and inform business decisions
• 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 and strong analytical skills to translate both qualitative and quantitative data into opportunities for action 

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 plans and coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance

• Emotional Health 
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program 
  • 6-Week Paid Family Leave & Paternity Leave 
  • Adoption Assistance 
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Education Stipend 
  • Tuition Reimbursement

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

Bonus Target %

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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.