Sr. Salesforce Engineer, Sales Platform

At PitchBook we are always looking forward. We continue to innovate evolve and invest in ourselves to bring out the best in everyone. Were 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 theres going to be some ambiguity along the way but we excel when we challenge ourselves. Were 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 others 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 youll lead the engineering efforts driving our Sales Customer Success (CS) and Finance technology stack. Youll ensure seamless integration and optimal performance across these platforms with a strong focus on backend and datadriven solutions. Collaborating closely with crossfunctional teams youll play a critical role in ensuring our systems are robust integrated and aligned with the companys strategic objectives. This role offers a unique opportunity to blend technical expertise with leadership skills driving impactful change in a fastpaced 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. Youll 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 backendfocused role leveraging your strong background in Java Python 1data platforms (Snowflake) cloud technologies (AWS/GCP) and containerization (Kubernetes/Docker) to build innovative solutions. Youll 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). Youll 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 cloudnative 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. Youll 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 crossfunctional 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 companys 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 cloudnative 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:

• Bachelors or Masters 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)
• Expertlevel skills in (Java OR Python) AND SQL AND Apex AND Javascript
• Hands on experience with Salesforce APIs 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 cloudscale delivery including scalability resiliency and recoverability
• Deep understanding of software development methodologies Agile practices and DevOps principles
• Excellent problemsolving 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
• Companywide 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: $140000$160000
• Target annual bonus percentage: 10%

*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a locationbased 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 its 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 45 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 fulltime 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 ongoing 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. Its 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 weve 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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