Lead Salesforce Developer- Navi Mumbai(Vashi)

Job Description

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 Lead Salesforce Engineer within our Revenue Platform Engineering division, you will

architect, build, and optimize scalable solutions that power PitchBook's Finance

technology ecosystem. You'll play a key role in enhancing end-to-end revenue operations—

from quote-to-cash and billing to payments and reporting—by ensuring seamless

integrations and high-performing Salesforce systems.

This role blends technical depth, business acumen, and leadership. You'll partner with

Finance, Sales, Customer Success, and Product teams to design future-ready solutions,

drive automation, and lead initiatives that improve scalability and business outcomes.

You'll also mentor engineers, champion best practices, and guide adoption of AI and

automation technologies within the Salesforce landscape.

Primary Job Responsibilities

• 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

• Oversee performance, scalability, and integration of Salesforce across the Quote

to-Cash lifecycle

• 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

Skills and Qualifications

• Bachelor's or Master's degree in Computer Science, Engineering, or related field

• 7+ years of Salesforce development experience, including 3+ years of team

leadership

• Deep expertise in Salesforce CPQ, Billing, Revenue Cloud, and Payment Platforms,

including APEX, Triggers, and Flows

• Proven experience integrating Salesforce with systems like Oracle, Workato, Stripe,

Informatica, and Snowflake

• Proficiency in Java, Python, JavaScript, Apex(any one)

• Strong understanding of Salesforce AI ecosystem, including Agentforce and

automation tools

• Experience with Agile, DevOps, and CI/CD pipelines (Gearset, GitLab)

• Demonstrated ability to architect secure, scalable, high-performance backend

systems

• Excellent problem-solving, communication, and stakeholder management skills

• Background in Finance, FinTech, or B2B SaaS environments preferred

Morningstar is an equal opportunity employer.

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.