Lead Salesforce Engineer - Finance Platform Automation

Lead 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 Lead Salesforce Engineer within our Revenue Platform Engineering division, you will architect, build, and optimize scalable solutions that power PitchBook’s Finance technology ecosystem. You’ll play a key role in enhancing end-to-end revenue operations—from quote-to-cash and billing to payments and reporting—by ensuring seamless integrations and high-performing Salesforce systems.
This role blends technical depth, business acumen, and leadership. You’ll partner with Finance, Sales, Customer Success, and Product teams to design future-ready solutions, drive automation, and lead initiatives that improve scalability and business outcomes. You’ll also mentor engineers, champion best practices, and guide adoption of AI and automation technologies within the Salesforce landscape.

Primary Job Responsibilities

• Mentor and lead the design and development of automation and integration solutions for revenue platforms

• Deliver high-quality, scalable code aligned with best engineering practices

• Ensure backend systems, Salesforce data models, and business workflows are seamlessly integrated

• Oversee performance, scalability, and integration of Salesforce across the Quote-to-Cash lifecycle

• Manage data flows between Salesforce and systems like Oracle, Sidetrade, Stripe, Informatica, Workato, and Snowflake

• Drive automation and proactive monitoring to improve system reliability and maintainability

• Provide architectural guidance and technical mentorship across teams

• Define and enforce standards for design, coding, and CI/CD practices using Gearset and GitLab

• Partner with Product and Finance leaders to translate requirements into scalable Salesforce solutions

• Align engineering priorities with company goals through transparent communication and planning

• Maintain high standards of estimation accuracy, code quality, and system performance

• Identify and resolve risks, bottlenecks, and integration challenges early

• Uphold security, compliance, and data governance standards

• Explore and implement emerging Salesforce and AI capabilities (e.g., Agentforce, AI agents) to drive automation and predictive insights

• Evaluate and integrate modern tools to enhance the Finance tech stack

• Foster a culture of technical excellence and continuous improvement

Skills and Qualifications

• Bachelor’s or Master’s degree in Computer Science, Engineering, or related field

• 7+ years of Salesforce development experience, including 3+ years of team leadership

• Deep expertise in Salesforce CPQ, Billing, Revenue Cloud, and Payment Platforms, including APEX, Triggers, and Flows

• Proven experience integrating Salesforce with systems like Oracle, Workato, Stripe, Informatica, and Snowflake

• Proficiency in Java, Python, JavaScript, Apex(any one)

• Strong understanding of Salesforce AI ecosystem, including Agentforce and automation tools

• Experience with Agile, DevOps, and CI/CD pipelines (Gearset, GitLab)

• Demonstrated ability to architect secure, scalable, high-performance backend systems

• Excellent problem-solving, communication, and stakeholder management skills

• Background in Finance, FinTech, or B2B SaaS environments preferred

Morningstar is an equal opportunity employer.

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 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.

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Experience Level

Senior Level