Marketing Automation Specialist

About Morningstar
Morningstar is committed to helping investors meet their financial goals. One way we accomplish this is by offering independent research and great products to the financial community. We believe that when the investor wins, we all win. Key to our success is our ability to engage with professional prospects and clients through the buyer's journey, crafting sophisticated integrated marketing campaigns that leverage our marketing automation and CRM platforms and deliver content to buyers where they want it, when they want.
About the role
Working across multiple business units and regions, this position focuses on delivering targeted and personalised marketing campaigns through audience segmentation, campaign execution, quality assurance, and performance analysis. Operating within a hybrid model that combines self-serve enablement with hands-on campaign delivery, the role ensures consistent standards and collaboration across the global marketing organisation.
Responsibilities:

• Build, execute, and manage integrated campaign workflows including audience segments using the marketing technology stack, including Eloqua, BrightTALK, Terminus, and Salesforce.
• Build basic webpages and landing pages to host Morningstar reports, guides via ContentStack.
• Conduct quality assurance (QA) checks across all email campaigns prior to activation and any related tier 1 troubleshooting for campaign errors.
• Maintain a clean, accurate, and up-to-date contact database, following best practices for regional data privacy and compliance standards (e.g., GDPR, CASL, CAN-SPAM).
• Identify opportunities to streamline workflows and improve process efficiency across regions and business units.
• Collaborate with global cross-functional teams, including Demand Generation, Marketing, Sales, Product, Analytics, and IT, to ensure seamless delivery of lifecycle campaigns.

Qualifications:

• 2+ year of experience in marketing automation and/or CRM management.
• Experience with marketing automation tools is required (e.g., Eloqua, HubSpot, Marketo, Pardot).
• Communication (verbal and written) skills, analytical, problem solving and teamwork skills.
• Self-starter and committed to driving operational excellence.
• Attention to detail, process-improvement mindset.

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.
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