Sr. Marketing Specialist

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.

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 on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

#LI-KL1

#LI-Onsite