Analyst overseeing targeted marketing campaigns across the Morgan Stanley website, app, and Shareworks. Collaborating with teams to manage project lifecycles and improve marketing operations.
About the role
- Senior Specialist in Marketing Operations executing campaigns with an integrated marketing automation platform. Collaborating with teams to drive effective marketing strategies for S&P Global.
Responsibilities
- Plan, manage, and execute marketing campaigns using an integrated marketing automation platform (Marketo) and CRM system (Salesforce) to drive pipeline growth.
- Design and manage lead nurturing programs to move prospects efficiently through the sales funnel.
- Implement and optimize lead scoring and grading models to help Sales prioritize the highest-quality leads.
- Monitor and analyze campaign performance; deliver actionable insights and recommendations for continuous improvement.
- Ensure all campaigns align with overall marketing goals, brand guidelines, and messaging standards.
- Own and support process development, implementation, and continuous improvement initiatives for assigned marketing teams, including rollouts and change management to enhance workflows and efficiency.
- Collaborate closely with marketing stakeholders and the events, website, and social media teams to integrate marketing automation, email marketing, and other digital tactics into campaign execution.
- Manage daily tasks, deadlines, and requests using the Monday.com workflow management tool to ensure timely delivery of marketing projects.
- Oversee calendars, processes, and program documentation to enable smooth execution and on-time delivery of campaigns and initiatives.
- Develop and maintain a strong understanding of universe list creation methodologies, providing guidance and recommending optimizations for audience targeting and list builds.
- Compile, analyze, and present data through reports and dashboards to support marketing strategy and performance measurement.
- Proactively identify gaps and opportunities in workflows and processes, and recommend solutions for continuous improvement.
- Stay current on industry trends, best practices, and new technologies in marketing automation, CRM, and digital marketing operations.
Requirements
- MBA or Bachelor’s degree in Marketing, Business, or a related field — or equivalent experience.
- Minimum 2 years of experience in marketing operations or a similar role, ideally within the financial services sector.
- Marketo Certified Expert preferred
- At least 2 years of hands-on experience with a Marketing Automation Platform (e.g., Marketo, Eloqua, Pardot) or an Email Service Provider (ESP).
- Excellent oral and written communication skills; strong command of Microsoft Office tools, especially intermediate-to-advanced Excel skills.
- Strong organizational skills with the ability to manage multiple priorities and projects simultaneously while meeting tight deadlines.
- Self-starter with a proven track record of taking initiative and driving results.
- Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
- Strong analytical and problem-solving skills with high attention to detail.
- Experience with database management or report building tools is a plus.
- Willingness to work rotational shifts based on business needs.
Benefits
- Health & Wellness: Health care coverage designed for the mind and body.
- Flexible Downtime: Generous time off helps keep you energized for your time on.
- Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
- Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
- Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
- Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
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