Job Description Summary:
We are hiring for The Senior Salesforce Software Engineer for Morningstar Corporate Technology group. The Senior Salesforce Software Engineer designs, develops, and supports scalable Salesforce solutions that enable Sales, Finance, Marketing, and Service business processes. This role partners with product management, business stakeholders, architects, and engineering teams to translate requirements into secure, maintainable solutions; leads complex development and integration work; supports release quality and operational stability; and mentors junior developers. The ideal candidate brings strong Salesforce platform expertise, experience with Agentforce and AI-enabled capabilities, and knowledge of enterprise data and integration technologies, including Informatica.
- Primary responsibilities of the Senior Salesforce Software Developer role include working with core business partners in Sales, Finance, and Marketing to understand business requirements and provide Salesforce solutions in a timely manner.
- This individual should take ownership of all programmatic requests and collaborate on specifications based on stakeholder requirements.
- This role also acts as mentor to junior level developers (40%).
- Work with product management team and internal customers to understand the business requirements and transform them into scalable solutions on the Force.com platform (10%). Develop, enhance, and maintain the integration of Salesforce with any external systems (10%).
- Design, build, and support Salesforce Agentforce capabilities, including agents, actions, prompts, guardrails, and integrations that deliver secure, scalable, and measurable AI-enabled business outcomes.
- For any given business requirement, analyze the requirements to make the appropriate choice between point and click tools vs custom apex code (10%).
- Develop high quality, reusable and maintainable code respecting the governor limits and API limits (10%).
- Support legacy CRM SQL Server based application (5%).
- Create and execute Unit and Integration tests ensuring proper test code coverage of above 75%.
- Review junior developer code (5%).
- Assist with quality assurance testing, both internal testing and guiding user acceptance testing (5%). Release management, including preparation and deployment of Salesforce Packages as well as maintaining version control. Proactively identify issues that may arise during deployment (5%).
Job Requirements:
- Bachelor’s degree in Computer Engineering, Computer Science, Information Technology, or a related field and 5 years of relevant engineering experience in Software Engineer or similar positions.
- In alternative, we accept a Master’s degree in Computer Engineering, Computer Science, Information Technology, or a related field and 3 years of relevant engineering experience in Software Engineer or similar positions.
- 3 years of working experience in Salesforce development to be able to start the development from scratch and admin.
- Experience with Sales and Service cloud.
- Experience in Lightning components and Apex class. Experience in SQL Server 2008/2012, ASP/ASP.NET.
- Experience with Salesforce Agentforce, Einstein, generative AI patterns, prompt design, agent actions, data grounding, security controls, and responsible AI governance is preferred.
- Knowledge of Informatica and enterprise integration concepts, including APIs, middleware, ETL and data pipelines, event-driven patterns, identity and access controls, error handling, monitoring, and integrations between Salesforce and platforms such as Oracle, Snowflake, and other external systems.
- Experience with Salesforce.com design, configuration, and custom development using Apex Classes, Triggers, Visualforce pages, data migration tools, SOQL & SOSL.
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Total Cash Compensation Range
$117,500.00-172,350.00Inclusive of annual base salary and target incentive
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.
001_MstarInc Morningstar Inc. Legal EntitySkills Required
- Bachelor's degree in Computer Engineering, Computer Science, Information Technology, or a related field plus 5 years of relevant engineering experience
- Alternatively, a master's degree in Computer Engineering, Computer Science, Information Technology, or a related field plus 3 years of relevant engineering experience
- At least 3 years of Salesforce development experience, including development from scratch and administration
- Experience with Salesforce Sales Cloud and Service Cloud
- Experience with Lightning Components and Apex classes
- Experience with SQL Server 2008 or 2012, ASP, and ASP.NET
- Experience with Salesforce design, configuration, and custom development using Apex classes, triggers, Visualforce pages, data migration tools, SOQL, and SOSL
- Knowledge of Informatica and enterprise integration concepts, including APIs, middleware, ETL, data pipelines, event-driven patterns, identity and access controls, error handling, monitoring, and Salesforce integrations with Oracle and Snowflake
- Experience with Salesforce Agentforce, Einstein, generative AI patterns, prompt design, agent actions, data grounding, security controls, and responsible AI governance
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Parental & Family Support — Paid parental leave provides at least 16 weeks for primary caregivers and up to 8 weeks for secondary caregivers, alongside a global minimum of six weeks of paid caregiving leave. These policies extend family support beyond parental leave alone.
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Leave & Time Off Breadth — Flexible time off, paid holidays, and a paid sabbatical after every four years of service create meaningful time-away options. Company reporting notes that 1,223 employees took paid sabbaticals in 2025, indicating the program’s active use.
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Retirement Support — Employer retirement contributions or matching are offered with free access to Morningstar retirement-planning tools. This combination reinforces long-term savings and planning.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Morningstar Teams
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
