Sr. Salesforce Engineer

PitchBook Data•Seattle, WA

8h•Onsite

About The Position

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.

Requirements

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.
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
Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Nice To Haves

Salesforce certification is a plus
Experience in financial services or B2B platforms is a plus

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