Sr. Software Development Engineer (Back-End), Finance Platform Automation

At PitchBook, our Product & Engineering team is made up of big thinkers, innovators, and problem-solvers who aim to make a meaningful impact on our customers and company every day. We value curiosity, customer empathy, and the drive to find better ways of doing things. Our work blends creativity with technical expertise to deliver world-class customer experiences through product innovation.
As a Senior Software Development Engineer in our Engineering Revenue Platform division, you will design, develop, simplify, and optimize back-end software solutions that powers the quality, scalability, and performance of our Finance technology stack. You'll ensure seamless platform integrations and reliable business workflows across our global systems.
In this role, you'll partner with stakeholders to understand requirements, architect solutions, and implement services and APIs that drive efficiency, accuracy, and speed of delivery. You will leverage your expertise in modern system design, development patterns and practices, data modeling, and integration patterns to build solutions that integrate seamlessly into our continuous integration and continuous delivery (CI/CD) pipelines.
You will play a key role in building end-to-end solutions across quote-to-cash, billing, revenue modeling, pricing, commissions, deal execution, and payment collection integrating with external systems like Oracle, Informatica, Salesforce, Sidetrade, and Stripe. With a focus on future-ready solutions, you will also contribute to AI-powered initiatives and guide the team in building intelligent, data-driven platform capabilities.
You'll mentor engineers, provide technical leadership, and help shape the architecture and development strategy for our revenue platforms in a fast-paced, collaborative environment. You will simplify and modernize systems, processes, and tools to ensure our applications are robust, maintainable, and aligned with the company's strategic goals.
You are adept at translating the needs of customers, internal finance, sales, and account management teams into clear, implementable solutions. You bring strong change management skills and foster transparent communication across stakeholders, ensuring delivery excellence remains a shared responsibility throughout the software development lifecycle.
Primary Job Responsibilities

• Design, develop, and maintain backend services, APIs, and CI/CD pipelines for revenue platforms with a focus on scalability, maintainability, and performance
• Build robust integration points and validation mechanisms to ensure functional accuracy and adherence to best practices across systems
• Architect and optimize solutions that integrate with Salesforce, Snowflake, Workato, and other core systems across Finance, Sales and Customer Success workflows
• Lead initiatives to enhance system performance, code quality, delivery speed, scalability, and reliability through efficient code design/development, performance tuning, and AI tools
• Lead engineering practices and mentor the team, driving technical excellence and high-quality design and development
• Partner with Product, EMs, and Finance teams to translate complex business needs into scalable software and AI solutions, aligning engineering priorities with business goals
• Own end-to-end service health, implementing monitoring, logging, and alerting to meet performance, reliability, and security benchmarks
• Proactively identify and resolve defects, bottlenecks, and technical debt to maintain delivery velocity and quality
• Evaluate and adopt emerging technologies like GenAI, tools, frameworks, and patterns to keep the revenue technology stack modern and competitive
• Foster a culture of continuous improvement, encouraging experimentation and data-driven decision-making in solution design

Skills and Qualifications

• Bachelor's or Master's degree in Computer Science, Engineering, or a related field
• 7+ years of experience in software development, with deep knowledge of building scalable, integrated systems including Salesforce, Snowflake, Marketo, Workato, and other connected platforms
• Expert-level proficiency in Java, Python, or JavaScript for developing robust backend services, APIs, and integration solutions
• Strong understanding of the Salesforce AI ecosystem, including Agentforce 3 and AI agents, with experience leveraging AI-driven features in software solutions
• Solid experience with Agile methodologies, DevOps principles, and CI/CD pipeline management, implementing automated deployments and integration workflows
• Hands-on experience designing and deploying applications in cloud environments using GCP and AWS
• Proficient with containerization and orchestration using Docker and Kubernetes to support scalable, resilient services
• Skilled in monitoring system health, performance, and reliability using tools like Grafana and Prometheus
• Experienced in debugging complex issues and analyzing logs using the ELK stack (Elasticsearch, Logstash, Kibana)
• Proven ability to design, develop, and deliver scalable, reliable, secure, and maintainable software solutions for complex backend and integration systems
• Experience in financial services or B2B platforms is a plus

Working Conditions
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.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
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