Principal Platform Engineer, Employee Technology

CFA Institute; Washington (District of Columbia); On-site; USD 95,000 - 145,000; Full time

Benefits offered by this job

Annual incentive bonus

401(k) employer contribution (12%)

Medical benefits package

Generous time off

Flexible work options

Wellbeing and development programs

Job summary

CFA Institute seeks an experienced platform engineer to own the Atlassian ecosystem for ~1,200 staff. You’ll architect and administer Jira Software, Jira Service Management, Confluence, and Jira Product Discovery, while guiding integrations with Salesforce, Workday, and Teams.

The role includes governance, automation, and mentoring junior admins to ensure reliable, scalable services. You’ll design workflows, manage licenses and audits, and document decisions to enable confident, scalable

Qualifications

• Strong data analysis, statistics, and visualization basics.
• Experience with Excel, SQL, and Python for data prep and reporting.
• Ability to document architecture and communicate clearly.
• Familiarity with AI tools like Co-Pilot, ChatGPT, Claude, Cursor.

Responsibilities

• Own Atlassian Cloud architecture for Jira Software, Jira Service Management, Confluence, and Jira Product Discovery.
• Design scalable workflows, permissions, queues, SLAs, and customer portals.
• Manage integrations with Salesforce, Workday, Teams, and Copilot.
• Monitor health, resolve failures, and document decisions for governance.
• Mentor junior admins and lead knowledge management efforts.

Skills

Data analysis

Statistics

Data wrangling

Visualization

Excel

SQL

Python

Attention to detail

Written/verbal communication

Organization

Collaboration

AI tools familiarity

Education

Bachelor’s degree in statistics, data science, computer science, economics, or related field

Tools

Atlassian Cloud

Jira Software

Jira Service Management

Confluence

Jira Product Discovery

Wrike

Lucid Suite

Camtasia

Power Automate

Microsoft Graph

Salesforce

Workday

Microsoft Teams

Microsoft Copilot

Job description

Are you an experienced platform engineer who can take technical ownership of a complex enterprise Atlassian ecosystem and make it work seamlessly across the broader technology landscape? This is an opportunity to shape how approximately 1,200 employees collaborate, manage work, and access services by leading the engineering, integration, and automation of Jira Software, Jira Service Management, Confluence, and Jira Product Discovery.This is a hands-on engineering role accountable for platform architecture, configuration governance, integration development and operational health. The engineer inherits a mature and heavily customized environment and is responsible for stabilizing it, documenting it, and advancing it deliberately. The role additionally administers secondary portfolio platforms (Wrike, Lucid Suite, Camtasia) and serves as technical mentor and escalation point for junior administrators, acting as the authority on what is possible, what is advisable, and how to implement it well.The position may be based in approved jurisdictions in the United States and reports to the Director, SRE and Cyber Hygiene.What You’ll DoPlatform Engineering and ArchitectureOwn the architecture and administration of the Atlassian Cloud environment, including Jira Software, Jira Service Management, Confluence, and Jira Product Discovery.Design and maintain scalable workflows, fields, permissions, notifications, request types, queues, SLAs, and customer portals.Establish configuration governance, manage sandbox-to-production testing and deployment, and continuously retire unused or duplicative configurations.Manage licenses, conduct semiannual entitlement audits, and forecast future needs.Integration and Automation DevelopmentDesign, build, and maintain integrations and automation using Jira Automation, Power Automate, and Microsoft Graph.Own integrations connecting Atlassian products with Salesforce, Workday, Microsoft Teams, and Microsoft Copilot.Monitor integration health, rapidly resolve failures, and ensure automations are maintained through service accounts.Evaluate Atlassian Marketplace applications for usability, security, data residency, and cost.Develop reporting that provides visibility into platform usage and service performance.Secondary Platform AdministrationAdminister Wrike, Lucid Suite, and Camtasia, including provisioning, licensing, configuration, and usage reporting.Support license audits, renewal analysis, and other platform administration priorities.Technical Leadership and Knowledge ManagementMentor junior administrators, review configuration work, and serve as the escalation point for complex platform issues.Document architecture, integrations, automations, and customization decisions.Participate in requirements gathering and advise stakeholders on technical feasibility, effort, and platform risk.What You’ll BringBachelor’s degree in statistics, data science, computer science, economics, or a related field, or equivalent experienceProfessional experience in data analysis, reporting, or a related analytical roleFoundational knowledge of statistics, data wrangling, and visualization using tools such as Excel, SQL, and PythonStrong attention to detail and commitment to accuracy in data preparation and reportingAbility to follow established methods and processes, while recognizing when to escalate novel or ambiguous issuesEffective written and verbal communication skills, with the ability to present findings clearly to internal stakeholdersStrong organizational skills and the ability to manage multiple assigned tasks under close supervisionComfortable working in a collaborative, fast-paced environmentFamiliarity with AI tools such as Microsoft Co-Pilot, ChatGPT, Claude, and CursorAt CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary range: $95,000 - $145,000 per year. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site: Working at CFA Institute | Comprehensive BenefitsAbout CFA InstituteCFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.Follow CFA Institute on: LinkedIn | YouTube | Facebook | Instagram | WeChat | WeiboImportant Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply.We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to [e-mail] noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.