Lead Salesforce Engineer, Finance Platform Automation

Lead Salesforce Engineer, Finance Platform Automation at PitchBook: architect, build, and optimize scalable solutions for PitchBook's Finance technology ecosystem.

Requirements

• Mentor and lead the design and development of automation and integration solutions for revenue platforms
• Deliver high-quality, scalable code aligned with best engineering practices
• Ensure backend systems, Salesforce data models, and business workflows are seamlessly integrated
• Manage data flows between Salesforce and systems like Oracle, Sidetrade, Stripe, Informatica, Workato, and Snowflake
• Drive automation and proactive monitoring to improve system reliability and maintainability
• Provide architectural guidance and technical mentorship across teams
• Define and enforce standards for design, coding, and CI/CD practices using Gearset and GitLab
• Partner with Product and Finance leaders to translate requirements into scalable Salesforce solutions
• Align engineering priorities with company goals through transparent communication and planning
• Maintain high standards of estimation accuracy, code quality, and system performance
• Identify and resolve risks, bottlenecks, and integration challenges early
• Uphold security, compliance, and data governance standards
• Explore and implement emerging Salesforce and AI capabilities (e.g., Agentforce, AI agents) to drive automation and predictive insights
• Evaluate and integrate modern tools to enhance the Finance tech stack
• Foster a culture of technical excellence and continuous improvement

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance