Lead Software Development Engineer

Title - Lead Software Development Engineer, Marketing Platform Automation

Shift - General

Company : 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.

As a Senior Engineer in the Marketing Platform Automation division, you’ll lead the engineering efforts driving our Marketing technology stack. You’ll ensure seamless integration and optimal performance across these platforms, with a strong focus on backend and data-driven solutions. Collaborating closely with cross-functional teams, you’ll play a critical role in ensuring our systems are robust, integrated, and aligned with the company's strategic objectives. This role offers a unique opportunity to blend technical expertise with leadership skills, driving impactful change in a fast-paced and dynamic environment.

Role : You will work with a team of talented engineers responsible for developing and maintaining automation solutions for our Marketing 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.

This is a backend-focused role, leveraging your strong background in Java, Python, workflow automation solutions (ex : Workato), web services (REST / OpenAPI), messaging frameworks (Kafka), data platforms (Snowflake), cloud technologies (AWS / GCP), and containerization (Kubernetes / Docker) to build innovative solutions. You’ll use your strong knowledge of B2B Marketing business domains and tools to build complete solutions in marketing automation. You’ll ensure your team masters their discrete business domains, maintaining ownership, and accountability for their deliverables. You will oversee the development of strong test automation suites, aligning with automated build & CI / CD pipelines and cloud-native 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. You’ll solicit feedback, engage others with empathy, inspire creative thinking, and help foster a culture of belonging, teamwork, and purpose.

Your responsibilities span across the Marketing as well as Sales & CS Platform, each of which are cross-functional teams consisting of product management, product ownership, and engineers who are responsible for our core Revenue Technology stack.

Responsibilities :

Mentor, lead, and 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 back-end expertise allows you to dive into the codebase when needed, ensuring alignment with best practices

Ensure that our Martech systems, particularly those centered around Marketo and 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 company’s strategic objectives

Leverage your strong background in Marketo ecosystem, Java, Python, data platforms, workflow automation, software architecture, messaging frameworks, 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 cloud-native delivery

Work closely with Product Management, Sales, and Enterprise Data Platform 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

Qualifications :

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

10+ years experience in Software Engineering with deep experience in software integration and workflow automation, particularly in Sales, Customer Success, and Finance technology stacks

Expert-level skills in Java, Python, and SQL

Deep understanding of marketing automation platforms (e.g., Marketo) and related technologies, ex : Sales Cloud

Experience with containerization technologies, including Kubernetes and Docker, and an understanding of how to build cloud-scale delivery, including scalability, resiliency, and recoverability

Solid understanding of software development methodologies, Agile practices, and DevOps principles

Excellent problem-solving 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

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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