Sr. Salesforce Engineer

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.


Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence.


If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.


About the Role:

As a member of the Product and Engineering team at PitchBook, you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through product innovation.

We know that greatness is achieved through collaboration and diverse points of view, so we work closely with partners around the globe. As a team, we assume positive intent in each other's words and actions, value constructive discussions, and foster a respectful working environment built on integrity, growth, and business value. We invest heavily in our people, who are eager to learn and constantly improve. Join our team and grow with us!


As a Senior Salesforce Engineer in our Engineering Revenue Platform division, you will design, build, and optimize scalable, integrated solutions powering our Support, Account Management, and Quote-to-Cash 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 Support, Account Management, and Finance domain and tools to build end-to-end solutions across customer support, account management, quote-to-cash, billing, revenue modeling, pricing, commissions, deal execution, and payment collection integrating with external systems like Oracle, Informatica, and Salesforce, Sidetrade, 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. Experienced in managing change processes and driving clear, consistent communication across stakeholders.


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 (Service Cloud, Experience Cloud, and Quote-to-Cash) and related systems across Support, Account Management, Sales, and Finance including but not limited to Oracle, Stripe, Sidetrade, Informatica, Snowflake, Workato
• Lead initiatives to enhance system performance, scalability, 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 Products, 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
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Skills and Qualifications:

Required:

• 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 Support, Account Management, 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
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future
• 4 or more years programming with Apex,
• 3 or more years experience with one of these languages: Java, Python, or JavaScript

Desired experience:

• Good understanding of Salesforce AI ecosystem including Agentforce 3 and AI agents
• Deep understanding of the Salesforce ecosystem including Service Cloud, Experience Cloud, CPQ, Revenue Cloud, and Sales Cloud; hands-on experience with APEX and configuration tools like Flows. Salesforce certification is a plus
• Strong grasp of the full software development lifecycle (SDLC), 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

Benefits + Compensation at PitchBook:

Physical Health

• Comprehensive health benefits
• Additional medical wellness incentives
• STD, LTD, AD&D, and life insurance

Emotional Health

• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend
• Robust training programs on industry and soft skills
• Employee assistance program
• Generous allotment of vacation days, sick days, and volunteer days

Social Health

• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program
• Quarterly team building events

Financial Health

• 401k match
• Shared ownership employee stock program
• Monthly transportation stipend

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Compensation

• Annual base salary: $145,000-$180,000
• Target annual bonus percentage: 10%

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't be replicated remotely. This role is expected to be in the office 5 days a week.

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.

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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