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Sr. Salesforce Engineer
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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:
- 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
- Proficiency in Apex, Java, Python, or JavaScript
- 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
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
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.
#LI-DT1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Sr. Data Engineer
Share this job
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!
Primary Job Responsibilities:
- Expert at building unified data technologies to support advanced and automated business analytics
- Design, develop, document, and maintain database and reporting structures used to compile insights
- Define, develop, and review extract, load, and transform (ELT) processes and data modeling solutions
- Consistently evolve data processes and techniques following industry best practices
- Establish and help define reports and dashboards used to translate business data into insights, identify and prioritize operational improvement opportunities, and measure business KPIs against objectives
- Contribute to the ongoing improvement of quality assurance standards and procedures
- Mentor and guide less experienced data engineers, contributing to their professional development
- Stay updated with the latest data engineering technologies and trends and share your insights with the team
- 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:
- Bachelor's degree in a related field (Computer Science, Engineering, etc.)
- 5+ years of experience in data engineering roles, including creating and maintaining data pipelines, data modeling, and data architecture
- 5+ years of experience in data cleansing, governance, and quality/integrity
- 5+ years of experience in advanced SQL, including expert-level skills in querying large datasets from multiple sources and developing automated reporting
- 5+ years of experience in Python, with skills for diverse components of data pipelines, including scripting, data manipulation, custom extract, transform and loads, and statistical/regression analysis
- Expertise in extract, transform, and load (ETL) and extract, load, transform (ELT) processes and pipelines, platforms (e.g. Airflow), and distributed messaging (e.g. Kafka)
- Experience with tools that capture and control data modeling change management (e.g. SQLMesh)
- Experience building data alerting & notifications (e.g. on deviations, thresholds, etc.)
- Experience building and managing tools for data observability and documentation (e.g. DataLab)
- Proficient in data storage solutions, data warehousing, and cloud-based data platforms (e.g. Snowflake)
- Proficient in deploying data pipelines to a cloud-native, containerized deployment/delivery environment (e.g. Kubernetes)
- Knowledge and applicable working experience establishing and ensuring data governance, data quality, and compliance standards
- Exceptional problem-solving skills and a track record of designing and optimizing data pipelines
- Excellent communication and collaboration skills with the ability to engage with non-technical stakeholders
- Experience working with enterprise technologies (CRM, ERP, Marketing Automation Platforms, Financial Systems, etc.) is a plus
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
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: $140,000-$170,000
- 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.
#LI-KL1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data
Sr. Software Development Engineer, AI Enablement
Share this job
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 member of the Product and Engineering organization, you will join a team of builders, innovators, and problem solvers focused on amplifying the impact of AI across PitchBook. We value curiosity, pragmatic experimentation, and a relentless focus on improving how teams work.
As a Senior Software Development Engineer, AI Enablement, you will serve as a senior individual contributor and force multiplier for engineering, product, research, and business teams by designing and building AI-powered developer productivity and general productivity tools. Your mission is to reduce friction, accelerate delivery, and embed AI as a natural extension of everyday work across the company.
Rather than focusing on core infrastructure ownership, this role emphasizes internal platforms, developer tools, workflows, and enablement patterns that help teams build, ship, and operate faster using AI. You will work closely with engineers, product managers, and non-technical partners to translate ambiguous, real-world pain points into scalable, high-impact solutions.
In this senior role, you are expected to operate with a high degree of autonomy, lead complex initiatives end-to-end, and raise the technical bar through strong design, implementation, and mentorship. Your work will directly influence how PitchBook teams use Generative AI, LLMs, and automation to create value—helping the company move faster, innovate more effectively, and fully realize the benefits of its AI investments.
Primary Job Responsibilities:
- Act as a senior technical force multiplier by building AI-powered tools, workflows, and “golden paths” that significantly accelerate delivery and reduce cognitive and operational overhead
- Design, implement, and iterate on internal AI-enabled productivity tools (e.g., coding assistants, research accelerators, workflow automation, decision-support tools) used by teams across the company
- Lead the technical design and execution of complex AI enablement initiatives, from problem discovery through production adoption
- Partner deeply with engineering, product, and business teams to identify high-impact opportunities where AI can meaningfully improve speed, quality, or scale
- Build reusable software components, libraries, and reference implementations that make AI easy, safe, and consistent to adopt
- Set and uphold high standards for code quality, system design, reliability, and maintainability
- Collaborate in an Agile environment with engineers, product managers, and cross-functional stakeholders
- Provide technical leadership through code reviews, design reviews, mentorship, and hands-on collaboration
- Own projects end-to-end with minimal oversight, making sound technical and product trade-offs
- Continuously evaluate emerging AI tools, frameworks, and best practices and translate them into practical internal capabilities
- Champion responsible, secure, and scalable AI usage across the organization
- Support PitchBook’s culture and values by modeling curiosity, collaboration, ownership, and continuous improvement
- Contribute to the evolution of PitchBook’s AI capabilities and enablement strategy
- 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:
- Degree in Computer Science, Software Engineering, or a related field
- 5+ years of professional software development experience with demonstrated ownership of complex systems
- Strong proficiency in Python (experience with JavaScript/TypeScript or Java is a plus)
- Hands-on experience building developer tools, internal platforms, or productivity-focused software used by other engineers
- Practical experience working with Generative AI and LLMs (e.g., OpenAI APIs, LangChain, or similar frameworks)
- Experience integrating AI into real-world, production workflows rather than purely experimental prototypes
- Solid understanding of prompt engineering, evaluation techniques, and responsible AI patterns
- Experience designing APIs, services, or libraries consumed by multiple teams
- Comfort working with SQL and/or NoSQL databases
- Strong understanding of Git, CI/CD workflows, testing strategies, and modern development practices
- Proven ability to operate in ambiguous problem spaces and independently identify high-leverage opportunities
- Strong communication and stakeholder collaboration skills with the ability to explain complex technical concepts clearly
- Track record of mentoring other engineers and raising the technical bar on a team
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
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: $160,000-$200,000
- 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.
#LI-KL1
#LI-Onsite
Ready to apply?
Apply to PitchBook Data