Overview
Join to apply for the Sr. Salesforce Engineer, Finance Platform Automation role at Morningstar. 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.
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
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
Morningstar is an equal opportunity employer.
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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