Sr. Salesforce Engineer, Sales Platform

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 an Senior Salesforce Engineer in the Revenue Platform Automation division, you’ll lead the engineering efforts driving our Sales, Customer Success (CS), and Finance technology stack. You’ll ensure seamless integration and optimal performance across these platforms, with a strong focus on backend and data-driven solutions. Collaborating closely with cross-functional teams, you’ll play a critical role in ensuring our systems are robust, integrated, and aligned with the company's strategic objectives. This role offers a unique opportunity to blend technical expertise with leadership skills, driving impactful change in a fast-paced and dynamic environment.

You will work with a team of talented engineers responsible for developing and maintaining automation solutions for our Sales, Customer Success, and 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.

This is a backend-focused role, leveraging your strong background in Java, Python, 1data platforms (Snowflake), cloud technologies (AWS/GCP), and containerization (Kubernetes/Docker) to build innovative solutions. You’ll use your strong knowledge of Sales, Customer Success, and Finance business domains and tools to build complete solutions in sales automation (Salesforce, ServiceCloud, MIAW), finance automation (ERP/billing/CPQ/payment), and customer insights (Catalyst/Gainsight). You’ll ensure your team masters their discrete business domains, maintaining ownership and accountability for their deliverables. You oversee the development of strong test automation suites, aligning with automated build & CI/CD pipelines and cloud-native delivery.

Your ability to collaborate with Product Management, provide leadership across multiple locations, set high standards for the team, and hire, train, and retain exceptional talent is foundational to your success. You’ll solicit feedback, engage others with empathy, inspire creative thinking, and help foster a culture of belonging, teamwork, and purpose.

Your responsibilities span across the Sales & CS Platform and Finance Platform teams, each of which are cross-functional teams consisting of product management, product ownership, and engineers who are responsible for our core Revenue Technology stack. 

Primary Job Responsibilities:

• Oversee the design, development, and maintenance of automation solutions for our revenue platforms. Ensure the highest quality code with a focus on scalability, reliability, and maintainability. Your backend expertise allows you to dive into the codebase when needed, ensuring alignment with best practices
• Ensure that our Sales, Customer Success, and Finance systems, particularly those centered around Salesforce and its ecosystem, are robust, optimized, and seamlessly integrated. Lead efforts to enhance system performance, drive innovation, and implement scalable solutions that align with the company’s strategic objectives
• Leverage your strong background in Salesforce ecosystem (Sales Cloud, Service Cloud, CPQ) and cloud technologies to drive the technical direction of our revenue platforms. Ensure the adoption of best practices in automation, web services, test automation, and cloud-native delivery
• Work closely with product management, Sales, Customer Success, and Finance teams to align engineering efforts with business goals. Translate complex technical concepts into actionable business strategies to drive impactful change
• Oversee the integrity of software estimations and ensure high standards of performance, reliability, and security in the systems developed by your team. Vigilantly identify and resolve impediments, ensuring projects are delivered on time and within scope
• Drive innovation within the revenue technology stack. Continuously seek opportunities to improve processes, tools, and systems, ensuring our technology remains at the cutting edge
• 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 a related field 
• 7+ years of experience in Software Engineering with deep experience in software integration and workflow automation, particularly in Salesforce CRM technology. (Customer Success, and Finance technology stacks is a nice to have)
• Expert-level skills in (Java OR Python) AND SQL AND Apex AND Javascript
• Hands on experience with Salesforce API's and Visualforce
• Deep understanding of sales automation platforms (e.g., Salesforce) and related technologies, including MIAW, ServiceCloud, and CPQ 
• Experience with containerization technologies, including Kubernetes and Docker, and an understanding of how to build cloud-scale delivery, including scalability, resiliency, and recoverability
• Deep understanding of software development methodologies, Agile practices, and DevOps principles 
• Excellent problem-solving skills with a focus on innovation, efficiency, and scalability
• Strong communication and collaboration skills, with the ability to effectively engage with stakeholders at all levels of the organization
• Experience in the financial industry or B2B platforms is a plus
• Salesforce certified or equivalent experience is a plus 

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-$160,000
• Target annual bonus percentage: 10%

*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location. 

Working Conditions:

We believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 3+ days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

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.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

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.

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