Technical Program Manager, Marketing Operations

Morningstar•Chicago, IL

1d•Hybrid

About The Position

About the Role Morningstar’s Global Marketing Operations team is hiring a Technical Program Manager to lead large, complex, cross‑functional programs across marketing technology, data, AI, workflow automation, and go‑to‑market operations. This is a highly visible role that connects strategy, systems, and execution, ensuring teams move faster, collaborate smarter, and deliver measurable business impact across the full buyer journey. You will run our marketing operations program portfolio, mature our operating model, accelerate AI adoption, and align marketing and sales workflows to support a unified, insight‑driven funnel. What You’ll Do Program & Portfolio Leadership Lead end‑to-end planning, execution, and delivery of complex technology, data, and AI programs that support growth marketing and global operations Own the MKOPs portfolio projects in Asana: streamline intake, automate workflows, optimize templates, and maintain dashboards that keep priorities and risks visible. Establish program structure, scope, milestones, KPIs, and stakeholder forums that drive clarity and accountability. Facilitate ongoing portfolio, roadmap, and executive status reviews to maintain alignment and unblock teams. Marketing + Sales Alignment (Funnel, Workflow, Data) Drive cross‑functional programs that strengthen alignment between marketing and sales, including lifecycle definitions, routing logic, qualification criteria, lead scoring, and opportunity metadata. Ensure system, workflow, and AI enhancements support shared funnel KPIs, improved handoffs, and consistent reporting across teams. Translate joint marketing–sales requirements into CRM, automation, data model, and workflow changes that support faster follow‑up and more reliable performance insights. Operating Model, Governance & Change Management Establish light, scalable governance for AI, data, and martech initiatives, including decision frameworks, RACI, standards, and human‑in‑the-loop checkpoints. Mature MKOPs portfolio project intake, prioritization, and allocation processes to ensure predictable planning across BU work and platform work. Lead cross‑team decision‑making to resolve upstream and downstream blockers related to data, workflow, and system ownership. Develop documentation, training, and adoption plans that ensure new capabilities land successfully and consistently across global teams. Measurement & Performance Tracking Define program KPIs and build scorecards that connect technology and AI investments to funnel outcomes, efficiency improvements, and execution quality. Publish executive‑ready updates that provide transparent visibility into progress, risks, decisions, and business impact. Vendor & Budget Stewardship Support build‑vs‑buy decisions for martech and AI capabilities. Manage vendor evaluations, renewals, QBRs, license optimization, and value realization. Track program budgets, forecasts, and utilization in partnership with Finance and Procurement. What You’ll Bring 5-8+ years in Technical Program Management, Product Management, or similar technical leadership roles in marketing, technology, or data‑oriented organizations. Demonstrated success leading complex, cross‑functional programs that deliver scalable martech, data, or AI solutions from concept through adoption. Deep understanding of marketing technology ecosystems (CRM, CDP, MA, personalization, analytics, AI/ML) and ability to translate business strategy into technical requirements. Hands‑on experience managing workflows, automations, dashboards, and portfolio structures in Asana (strongly preferred). Strong communication, stakeholder management, and executive influencing skills across technical and non‑technical audiences. Excellent analytical and problem‑solving capabilities; comfortable interpreting data to inform decisions and evaluate pilots. Proven ability to drive change management, adoption, and behavior change across large, distributed teams. Highly organized, detail‑oriented, and comfortable managing multiple programs in fast‑paced environments. Why This Role Matters This role is at the center of how Morningstar marketing evolves, connecting strategy, systems, data, and people to accelerate growth, improve alignment with sales, scale execution, and build a smarter, AI‑enabled marketing operating system. Compensation and Benefits 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 100% 401k match up to 6% of salary 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 Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $121,400.00 - 218,525.00 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 How to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position. Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email AskHR@morningstar.com and let us know the nature of your request and your contact information. Please note: We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests. Please be sure to include the title and location of the open position you’re interested in when you leave a message. US Applicants: Morningstar is an E-Verify program participant. Learn more: This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

Requirements

5-8+ years in Technical Program Management, Product Management, or similar technical leadership roles in marketing, technology, or data‑oriented organizations.
Demonstrated success leading complex, cross‑functional programs that deliver scalable martech, data, or AI solutions from concept through adoption.
Deep understanding of marketing technology ecosystems (CRM, CDP, MA, personalization, analytics, AI/ML) and ability to translate business strategy into technical requirements.
Hands‑on experience managing workflows, automations, dashboards, and portfolio structures in Asana (strongly preferred).
Strong communication, stakeholder management, and executive influencing skills across technical and non‑technical audiences.
Excellent analytical and problem‑solving capabilities; comfortable interpreting data to inform decisions and evaluate pilots.
Proven ability to drive change management, adoption, and behavior change across large, distributed teams.
Highly organized, detail‑oriented, and comfortable managing multiple programs in fast‑paced environments.

Responsibilities

Lead end‑to-end planning, execution, and delivery of complex technology, data, and AI programs that support growth marketing and global operations
Own the MKOPs portfolio projects in Asana: streamline intake, automate workflows, optimize templates, and maintain dashboards that keep priorities and risks visible.
Establish program structure, scope, milestones, KPIs, and stakeholder forums that drive clarity and accountability.
Facilitate ongoing portfolio, roadmap, and executive status reviews to maintain alignment and unblock teams.
Drive cross‑functional programs that strengthen alignment between marketing and sales, including lifecycle definitions, routing logic, qualification criteria, lead scoring, and opportunity metadata.
Ensure system, workflow, and AI enhancements support shared funnel KPIs, improved handoffs, and consistent reporting across teams.
Translate joint marketing–sales requirements into CRM, automation, data model, and workflow changes that support faster follow‑up and more reliable performance insights.
Establish light, scalable governance for AI, data, and martech initiatives, including decision frameworks, RACI, standards, and human‑in-the-loop checkpoints.
Mature MKOPs portfolio project intake, prioritization, and allocation processes to ensure predictable planning across BU work and platform work.
Lead cross‑team decision‑making to resolve upstream and downstream blockers related to data, workflow, and system ownership.
Develop documentation, training, and adoption plans that ensure new capabilities land successfully and consistently across global teams.
Define program KPIs and build scorecards that connect technology and AI investments to funnel outcomes, efficiency improvements, and execution quality.
Publish executive‑ready updates that provide transparent visibility into progress, risks, decisions, and business impact.
Support build‑vs‑buy decisions for martech and AI capabilities.
Manage vendor evaluations, renewals, QBRs, license optimization, and value realization.
Track program budgets, forecasts, and utilization in partnership with Finance and Procurement.

Benefits

100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
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
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups