📌 Core Information
🔹 Job Title: Marketing Automation Specialist
🔹 Company: Pitchbook
🔹 Location: Seattle, Washington, United States
🔹 Job Type: Full-Time
🔹 Category: Marketing
🔹 Date Posted: June 25, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: Hybrid (3+ days/week in office)
🚀 Job Overview
Key aspects of this role include:
- Managing a sustainable martech architecture to support marketing goals
- Developing and maintaining programs aimed at creating scalable operational excellence
- Collaborating with cross-functional teams to automate processes and assess opportunities for improving data and system integrations
- Supporting the evaluation and implementation of new marketing technology
- Assisting with account-based marketing efforts, bringing together tools and data to assist account selection, contact identification, and performance evaluation
ASSUMPTION: This role requires a strong background in marketing automation and CRM management, with a focus on process improvement and data-driven decision making.
📋 Key Responsibilities
✅ Assist in managing a sustainable martech architecture to support overall marketing goals
✅ Develop, build, and maintain programs and processes aimed at creating scalable operational excellence
✅ Collaborate with various teams across PitchBook to ensure the creation and execution of marketing campaigns with maximum success
✅ Support internal tools/products responsible for prospect movement through the sales and marketing funnel focused on lead routing, field mapping, pipeline health, and system integrations
✅ Field custom requests and capabilities questions
✅ Investigate issues and technical problems with Marketo or other internal tools
✅ Proactively monitor marketing funnel and campaign metrics, and produce actionable insights
✅ Create documentation and training for marketing operations processes and systems
✅ Support the vision and values of the company through role modeling and encouraging desired behaviors
✅ Participate in various company initiatives and projects as requested
ASSUMPTION: This role requires strong problem-solving skills, attention to detail, and the ability to work effectively in a cross-functional team environment.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business, Information Technology, or related field
Experience: 2+ years working experience with Marketo
Required Skills:
- 2+ years working experience with a CRM (strong preference for Salesforce.com)
- Experience with troubleshooting system, process, and data issues
- Detail-oriented with excellent oral and written communication skills
- Excellent project management, time management, and attention to detail
- Experience with lead routing tool a plus (e.g. LeanData, Openprise)
- Understanding of B2B funnels, sales pipelines, and how the mechanisms are implemented to control proper lead flow
- Ability to prioritize and manage various projects based on changing business needs
- Experience building emails, nurture campaigns, and marketing automation workflows
- Demonstrated ability to synthesize data, summarize issues, and think creatively
Preferred Skills:
- Experience with Marketo Sales Engage
ASSUMPTION: This role requires a strong technical background in marketing automation and CRM management, with a focus on process improvement and data-driven decision making.
💰 Compensation & Benefits
Salary Range: $85,000 - $95,000 per year
Benefits:
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
- 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
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
- 401k match
- Shared ownership employee stock program
- Monthly transportation stipend
Working Hours: 40 hours per week
ASSUMPTION: The salary range provided is based on the company's stated figures and is typical for a role of this level in the marketing industry. The benefits package is comprehensive and reflects the company's commitment to employee well-being.
📌 Applicant Insights
🔍 Company Context
Industry: Venture Capital and Private Equity Principals
Company Size: 1,001-5,000 employees
Founded: 2007
Company Description:
- PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets
- Founded in 2007, CEO John Gabbert knew that his idea for an actionable, extensive database for private equity-focused intelligence was worth pursuing
- Since those early days, PitchBook has expanded its coverage areas to include the entirety of the global public and private markets
- We’ve added thousands of datasets and millions of individual insights into the platform, and we’ve pioneered new features and products that surface the information our clients need
- We look at every day as a new opportunity to meet and exceed our customers’ expectations through helping them make informed decisions that propel their firms forward
Company Specialties:
- Private Equity
- Venture Capital
- Data Analysis
- Fund Performance
- Alternative Assets
- Competitive Intelligence
- Limited Partners
- Customized Benchmarks
- Service Providers
- Fund of Funds
- M&A
- and Financial Services
Company Website: http://www.pitchbook.com
ASSUMPTION: PitchBook is a well-established company in the venture capital and private equity industry, with a strong focus on data-driven decision making and customer success.
📊 Role Analysis
Career Level: Mid-level
Reporting Structure: This role reports directly to the Senior Manager, Revenue Operations
Work Arrangement: Hybrid (3+ days/week in office)
Growth Opportunities:
- Potential to take on more responsibilities and advance within the Revenue Operations team
- Opportunities to collaborate with cross-functional teams and gain exposure to different aspects of the business
- Chance to work on high-impact projects and contribute to the company's overall success
ASSUMPTION: This role offers strong potential for career growth and development within the company.
🌍 Location & Work Environment
Office Type: Modern, collaborative office space
Office Location(s): 901 Fifth Avenue, Suite 1200, Seattle, Washington 98164, US
Geographic Context:
- Seattle is a vibrant, multicultural city with a strong tech industry
- The office is located in the downtown area, close to various amenities and public transportation
- The city offers a mix of urban and outdoor activities, with easy access to nature and outdoor recreation
Work Schedule: Standard office hours, with flexibility for remote work on certain days
ASSUMPTION: The office environment at PitchBook is collaborative and modern, with a strong focus on employee well-being and work-life balance.
💼 Interview & Application Insights
Typical Process:
- Phone screen to discuss expectations for the role
- On-site interview with the hiring manager and team members
- Final round interview with senior leadership
Key Assessment Areas:
- Technical skills in marketing automation and CRM management
- Problem-solving skills and attention to detail
- Ability to work effectively in a cross-functional team environment
- Cultural fit and alignment with company values
Application Tips:
- Highlight relevant experience with marketing automation and CRM management
- Demonstrate problem-solving skills and attention to detail in your resume and cover letter
- Showcase your ability to work effectively in a cross-functional team environment
- Research the company and its values to ensure a strong cultural fit
ATS Keywords: Marketing Automation, CRM Management, Project Management, Data Analysis, Process Improvement, Cross-Functional Teams, A/B Testing, Lead Scoring, Lead Routing, Salesforce.com, Marketo
ASSUMPTION: The interview process at PitchBook is thorough and designed to assess both technical skills and cultural fit. Applicants should be prepared to discuss their experience with marketing automation and CRM management, as well as their problem-solving skills and ability to work effectively in a team environment.
🛠 Tools & Technologies
- Marketo
- Salesforce.com
- LeanData or Openprise (for lead routing)
- Email marketing platforms (e.g., Mailchimp, Constant Contact)
- Project management tools (e.g., Asana, Trello)
- Data analysis tools (e.g., Excel, Google Analytics)
ASSUMPTION: This role requires proficiency in marketing automation tools, CRM management, and project management software. Familiarity with data analysis tools is also beneficial.
👔 Cultural Fit Considerations
Company Values:
- Customer-centric
- Data-driven
- Collaborative
- Innovative
- Accountable
Work Style:
- Results-driven
- Adaptable
- Team-oriented
- Analytical
- Proactive
Self-Assessment Questions:
- How do you ensure that your work aligns with the company's customer-centric value?
- Can you provide an example of a time when you used data to drive a marketing decision or improve a process?
- How do you approach working collaboratively with cross-functional teams to achieve common goals?
- Describe a time when you had to adapt to a significant change in your work environment or priorities. How did you handle it?
- How do you ensure that your work is innovative and contributes to the company's overall success?
ASSUMPTION: PitchBook values a customer-centric, data-driven, collaborative, and innovative work environment. Applicants should be able to demonstrate alignment with these values and provide specific examples of their work style and cultural fit.
⚠️ Potential Challenges
- Managing multiple projects and priorities in a fast-paced, dynamic work environment
- Keeping up with the latest marketing automation tools and technologies
- Collaborating effectively with cross-functional teams with varying work styles and priorities
- Addressing data silos and ensuring seamless integration between marketing and sales technologies
ASSUMPTION: This role may present challenges related to managing multiple projects, staying current with technology, and collaborating effectively with cross-functional teams. Applicants should be prepared to address these challenges and demonstrate their ability to thrive in a dynamic work environment.
📈 Similar Roles Comparison
- This role differs from similar marketing automation positions in its focus on revenue operations and cross-functional collaboration
- It requires a strong background in CRM management, with a preference for Salesforce.com experience
- Compared to other roles in the industry, this position offers a unique blend of marketing automation and revenue operations responsibilities
ASSUMPTION: This role is unique in its focus on revenue operations and cross-functional collaboration, requiring a strong background in CRM management and marketing automation.
📝 Sample Projects
- Developing and implementing a lead routing process to improve lead flow and reduce lead leakage
- Creating and executing a marketing campaign to drive awareness and engagement for a new product launch
- Analyzing campaign performance data to optimize marketing funnel and improve conversion rates
ASSUMPTION: These sample projects demonstrate the marketing automation and data analysis skills required for this role, as well as the need for strong project management and collaboration skills.
❓ Key Questions to Ask During Interview
- Can you describe the team structure and dynamics within the Revenue Operations department?
- How does this role collaborate with other teams, such as Sales and Marketing?
- What are the most pressing challenges facing the marketing automation team currently, and how can this role help address them?
- How does PitchBook support the professional development and growth of its employees?
- What are the key performance indicators (KPIs) for this role, and how are they tracked and measured?
ASSUMPTION: These key questions help applicants understand the role's dynamics, team structure, and performance expectations, as well as the company's commitment to employee growth and development.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through the PitchBook careers page
- Tailor your resume to highlight relevant experience with marketing automation and CRM management
- Write a cover letter explaining your interest in the role and how your skills and experience make you a strong fit
- Prepare for interviews by researching the company and practicing your problem-solving skills
- Follow up with the hiring manager after your interview to express your continued interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
