Sr. Engineering Manager, Enterprise Automation

As a Senior Engineering Manager in the Revenue Platform Automation division, you’ll lead the engineering efforts driving our Sales, Customer Success (CS), and Finance 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.

You will build and lead a team of talented engineers responsible for developing and maintaining automation solutions for our Sales, Customer Success, and 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.

This is a backend-focused role, leveraging your strong background in Java, Python, workflow automation solutions (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 Sales, Customer Success, and Finance business domains and tools to build complete solutions in sales automation (Salesforce, Service Cloud), finance automation (ERP/billing/CPQ/payment), and customer insights (Catalyst/Gainsight). 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 Sales & Customer Success Platform and Finance Platform teams, each of which are cross-functional teams consisting of product management, product ownership, and engineers who are responsible for our core Revenue Technology stack. The Senior Engineering Manager oversees the engineers/testers on the teams, identifying and overseeing the solutions that meet internal customers’ needs.

Primary Job Responsibilities

• Lead and inspire a team of skilled engineers, fostering a culture of collaboration, continuous learning, and accountability. Provide guidance and support to ensure team growth and success, empowering them with autonomy and ownership

• 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 Sales, Customer Success, and Finance systems, particularly those centered around 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 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, Customer Success, and Finance teams 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

• Play a key role in hiring, training, and retaining top engineering talent. Set a high bar for performance, create opportunities for professional growth, and cultivate an environment where team members feel valued and motivated

• Establish and drive a culture rooted in belonging, psychological safety, candor, connection, cooperation, and fun. Solicit feedback, engage with empathy, and build strong relationships across the organization to foster an environment where innovative ideas can thrive

• Apply Agile, Lean, and principles of fast flow to enhance team efficiency and productivity

• Model and encourage desired behaviors to support the company’s vision and values. Participate in various company initiatives and projects as requested

Skills and Qualifications

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

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

• 7+ years in an Engineering leadership role with direct management responsibilities of at least 3 people

• 7+ years of experience in hands-on coding and delivering services that are provided “as a service” to other teams as part of a large-scale distributed microservices architecture

• Strong leadership skills with experience managing and mentoring engineering teams

• Expert-level skills in Java, Python, and SQL

• Deep understanding of sales automation platforms (e.g., Salesforce) and related technologies, including ERP tools, payment automation, billing automation, and CPQ

• 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 is an equal opportunity employer

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.

037_PitchBookDataInc PitchBook Data, Inc Legal Entity