What are the responsibilities and job description for the Lead Marketing Automation Architect position at Morningstar?
The Role:
We are seeking a highly skilled Lead Marketing Automation Architect to lead the strategy, design, and optimization of our marketing automation ecosystem. This role is responsible for shaping and governing the overarching architecture strategy—designing the connections, processes, and data frameworks that unify our martech stack, including Eloqua, Salesforce, ZoomInfo, CVENT, and other platforms. By partnering closely with the Marketing Automation Product Owner, Salesforce Architect, ML and analytics teams, and other stakeholders, the Principal Architect ensures seamless integration and data flow across platforms, empowering teams to execute their strategies effectively across brands and business units.
Responsibilities:
Marketing Automation & Campaign Strategy
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:
$114,100.00 - 193,975.00 USD Annual
Inclusive of annual base salary and target incentive
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.
001_MstarInc Morningstar Inc. Legal Entity
We are seeking a highly skilled Lead Marketing Automation Architect to lead the strategy, design, and optimization of our marketing automation ecosystem. This role is responsible for shaping and governing the overarching architecture strategy—designing the connections, processes, and data frameworks that unify our martech stack, including Eloqua, Salesforce, ZoomInfo, CVENT, and other platforms. By partnering closely with the Marketing Automation Product Owner, Salesforce Architect, ML and analytics teams, and other stakeholders, the Principal Architect ensures seamless integration and data flow across platforms, empowering teams to execute their strategies effectively across brands and business units.
Responsibilities:
Marketing Automation & Campaign Strategy
- Serve as a subject matter expert on Eloqua, Salesforce, ZoomInfo, CVENT, and related martech platforms.
- Design, implement, and optimize automated programs, lead scoring models, routing logic, and lifecycle frameworks across multiple BUs and brands
- Partner with campaign operations and Eloqua Product Manager to review requirements and ensure scalable, efficient campaign execution.
- Maintain pulse of key performance metrics and proactively flag leadership when action is needed.
- Manage and optimize large datasets to maintain high levels of data quality, integrity, and standardization across brands and BUs.
- Lead data appends and enrichment processes (ZoomInfo, third-party sources, CDPs, paid media integrations, etc.).
- Act as custodian of marketing source data architecture, aligning current and future-state frameworks with business goals.
- Establish and enforce governance processes to balance global consistency with BU flexibility.
- Collaborate with analytics and ML teams to design and maintain reporting environments, data sources, metadata, and governance processes.
- Support onboarding and implementation of a Customer Data Platform (CDP), ensuring alignment with marketing and data strategies.
- Oversee audience segmentation strategy and governance across platforms to ensure consistency, relevance, and compliance.
- Partner with marketing, sales, IT, analytics, and ML teams to align automation strategies with business needs.
- Act as primary point of contact for all technical aspects of marketing automation and source data architecture.
- Translate business requirements into technical solutions and provide actionable recommendations.
- Collaborate in a matrixed, multi-BU environment, managing expectations and ensuring projects are delivered on time and within budget.
- Work closely with the Salesforce architect and Eloqua product manager to ensure platform integration, data flow, and campaign alignment.
- Capture, aggregate, and analyze customer data from multiple sources to generate actionable insights.
- Ensure marketing source data is accessible and consumable for our analytics and ML teams.
- Advise stakeholders on data requirements and ensure findings are clearly communicated with implications.
- Analyze program opportunities and outcomes to inform targeting, engagement, and growth strategies across BUs.
- Collaborate with ML and analytics teams to design and implement AI-driven segmentation, predictive analytics, and campaign optimization initiatives.
- Define reference architectures and frameworks for marketing automation and data management that scale across brands.
- Lead technical architecture initiatives to optimize the customer journey, user engagement, and marketing ROI.
- Stay current on martech industry trends and proactively recommend innovations to leadership.
- Adhere to all data security and confidentiality protocols.
- 7 years of experience in marketing automation, data management, or martech architecture.
- Deep expertise in Eloqua (preferred) or Marketo, Salesforce, and supporting technologies.
- Strong understanding of lead management, routing, and scoring processes.
- Proven experience managing automation and data governance in a multi-brand or multi-BU environment.
- Experience with data enrichment tools (ZoomInfo, CDPs, DMPs) and integrations across paid media, CRM, and BI platforms.
- Demonstrated success working in a matrixed organization with multiple stakeholders.
- Excellent collaboration, communication, and project management skills.
- Strong analytical mindset with experience visualizing and presenting data insights.
- Strategic thinker with the ability to balance long-term vision and immediate needs.
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 Caregiving Leave
- Competitive 8-24 Week Paid Parental Bonding 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
$114,100.00 - 193,975.00 USD Annual
Inclusive of annual base salary and target incentive
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.
001_MstarInc Morningstar Inc. Legal Entity
Salary : $300 - $600