Sr. Marketing Specialist, Events & Partnerships

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 grow and retain 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.

Primary Job Responsibilities

• Support the planning, management and execution of client event and hosting programs predominantly in New York, including client events, dinners, receptions, networking and other interactive engagements designed to strengthen relationships and support the Commercial Team while driving impact back to the business.
  • Event documentation, Commercial team enablement, and Commercial post-event follow-up strategy, as well as tracking analytics and ROI.
• Support the day-to-day operations of the company's gifting program, including inventory management, platform maintenance, price allocations, and ship notices for new products.
  • Commercial Team enablement and training on gifting initiatives, driving user adoption, and supporting global reporting to surface activity, engagement, and ROI across the program.
• Support the planning, management, and execution of conferences and industry partnerships designed to drive lead generation, deepen client relationships, and strengthen our brand position.
  • Marketing automation, budget tracking, event documentation, on-site coordination and staffing, vendor and venue management, signage, shipping, and swag fulfillment.
• Partner cross-functionally with Commercial, Marketing, and Product teams to align messaging and maximize event ROI.
  • Cross-functional coordination and alignment, negotiation and fulfillment of partnership agreements, and driving measurable mutual value for both parties and internal stakeholders, while tracking key performance metrics to inform future investment decisions.
• Develop a deep understanding of the PitchBook brand and culture, ensuring consistent brand execution through messaging, design, and overall Event & Partnership experience.
  • Brand execution and messaging, design, and overall Event & Partnership experience.
• Manage event and gifting communications, promotions, and pre- and post-event follow-up and preparation with the Commercial Team to ensure effective staffing, training, and engagement.
  • Event and gifting communications, promotions, and pre- and post-event follow-up and preparation with the Commercial Team.
• Evaluate, measure, and report on the strategic effectiveness of Events & Partnerships initiatives and programs.
  • Evaluation and measurement of strategic effectiveness of Events & Partnerships initiatives and programs.
• Track and manage event and travel budgets each quarter to align with event allocation.
  • Tracking and managing event and travel budgets each quarter to align with event allocation.
• Support the vision and values of the company through role modeling and encouraging desired behaviors.
  • Role modeling and encouraging desired behaviors.
• Participate in various company initiatives and projects as requested.
  • Participation in various company initiatives and projects as requested.

Skills And Qualifications

• Bachelor’s degree, preferably in Marketing or a related field
• 3-5 years of relevant professional experience in Marketing, Events, and/or Demand Generation
• A team player with the ability to work in a regional office while maintaining strong collaboration with global teams
• Relentlessly High Standards. Demonstrated ability to create successful marketing-driven event programs
• Experience collaborating with a Commercial or Sales Team to support shared goals and drive business outcomes
• Excellent Communication. Excellent written and oral communication skills
• Experience working with vendors, including contract negotiation and management
• Technically savvy. Experience with Asana or other marketing project management tools, Marketo, Salesforce, Sendoso, Splash, or similar marketing platforms 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