Sr. Salesforce Engineer, Finance Platform Automation

At PitchBook, our Product & Engineering team is made up of big thinkers, innovators, and problem-solvers who aim to make a meaningful impact on our customers and company every day. We value curiosity, customer empathy, and the drive to find better ways of doing things. Our work blends creativity with technical expertise to deliver world-class customer experiences through product innovation.
As a Senior Salesforce Engineer in our Engineering Revenue Platformdivision, you will design, build, and optimize scalable, integrated solutions powering our Finance technology stack. You'll ensure seamless platform integration and peak performance, with a strong emphasis on backend and data-driven solutions.
In this role, you'll partner with stakeholders to identify opportunities, architect solutions, and implement enhancements that improve efficiency, scalability, and business outcomes. With a focus on future-ready solutions, you will lead AI initiatives and lead your team in learning and building AI applications. You'll also mentor engineers, provide technical leadership, and help shape the future of our revenue platforms in a fast-paced, collaborative environment.
You will simplify and reinvent systems, processes, and tools playing a critical role in ensuring our systems are robust, integrated, and aligned with the company's strategic objectives. You will leverage your deep knowledge of Finance domain and tools to build end-to-end solutions across quote-to-cash, billing, revenue modeling, pricing, commissions, deal execution, and payment collection integrating with external systems like Oracle, Informatica, Salesforce, Sidetrade, and Stripe.
You will work with a team of talented engineers responsible for driving improvements, defining technical initiatives to drive excellence and bring thought leadership to manage availability, latency and performance of our mission critical tools, services across Finance technologies.
You'll train and mentor team members, identify and resolve impediments, oversee the integrity of software estimations, and ensure that code and tests meet high standards while keeping scalability, reliability, and maintainability in mind.
You are skilled at understanding the needs of customers, internal finance, sales, and account management teams, and translating them into robust business requirements for Salesforce CRM configuration and development.
Primary Job Responsibilities

• Design, develop, and maintain automation solutions for revenue platforms, ensuring high-quality, scalable, and maintainable code
• Dive into backend development to align implementations with best practices
• Oversee the health, performance, and integration of Salesforce (quote to cash) and related systems across Sales, Customer Success, and Finance including but not limited to: Oracle, Stripe, Sidetrade, Informatica, Snowflake, and Workato
• Lead initiatives to enhance system performance, scalability, and stability by providing high quality support and maintenance
• Drive adoption of best practices in automation, web services, test automation, and cloud-native delivery
• Guide technical direction, mentor engineers, and support professional development across the team
• Partner with Product, EMs, and Finance teams to translate complex technical concepts into actionable business solutions
• Align engineering priorities with strategic company objectives
• Ensure accuracy in software estimations and adherence to performance, reliability, and security standards
• Identify and resolve blockers to ensure projects are delivered on time and within scope
• Evaluate and adopt new tools, processes, and systems to keep our revenue technology stack at the forefront
• Promote a culture of continuous improvement and innovation

Skills and Qualifications

• Bachelor's or Master's degree in Computer Science, Engineering, or related field
• 7+ years of Salesforce development experience, specializing in integration and workflow automation across Sales, Customer Success, and Finance technology stacks. Skilled in workflow automation and integration tools such as Workato and experienced in integrating with third-party packages and services
• Expert-level proficiency in Java, Python, or JavaScript
• Good understanding of Salesforce AI ecosystem including Agentforce 3 and AI agents
• Deep understanding of Salesforce ecosystem (CPQ) and related technologies; hands-on experience with APEX and configuration tools like Flows. Salesforce certification is a plus
• Strong grasp of Agile methodologies, DevOps principles, and CI/CD pipeline management including Gearset and Gitlab
• Proven track record in designing and delivering scalable, reliable, stable and secure backend solutions
• Excellent problem-solving, communication, and stakeholder management skills
• Experience in financial services or B2B platforms is a plus

Working Conditions
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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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