Sr. Salesforce Engineer

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 accurac

Benefits

Additional Information

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.

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