AI Automation Engineer, Finance & Operations

Apptegy

United States

On-site

USD 120,000 - 190,000

Full time

4 days ago

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Benefits offered by this job

Healthcare benefits

401(k) employer match

Unlimited PTO

Parental leave

Job summary

Apptegy, a US-based education technology company, is hiring an AI Automation Engineer to build durable, fast-moving solutions that improve operational efficiency. You will design AI-powered workflows that connect people, processes, and tools across finance and operations.

You will work hands-on with Claude and Claude Code, N8N, Glean, and direct API work against NetSuite, Salesforce, and Snowflake to automate and scale how the company operates, while collaborating with leaders to drive

Qualifications

2–4+ years experience in technical, operations, or automation-focused roles.
Experience integrating systems via APIs and webhooks.
Hands-on experience with AI tooling and automation platforms.
Deep knowledge of at least one enterprise data model.
Strong cross-functional collaboration and communication.

Responsibilities

Partner with process owners to map current workflows and identify automation opportunities.
Design and implement AI-powered workflows that scale across the org.
Build durable integrations using APIs, webhooks, SQL, and Python.
Maintain automation inventory and publish reusable primitives and templates.

Skills

AI tooling

APIs & integrations

Scripting languages

Cross-functional collaboration

Problem solving

Tools

Claude / Claude Code

N8N

Glean

NetSuite

Salesforce

Snowflake

Job description

Who We Are

At Apptegy, we are more than a tech company; we are partners dedicated to transforming how schools communicate and shape the future of education. Your work here will directly empower districts to share their stories, engage their communities, and celebrate student success. We're a team of thoughtful, high-performing individuals committed to making a tangible impact. If you're looking for a dynamic environment where you'll be supported with exceptional mentorship and resources to grow your career, come build with us.

The Role

We are hiring an AI Automation Engineer who thrives on building durable, fast-moving solutions that unlock operational efficiency and connect people, processes, and tools across the functions that run the company.

In this role, you will serve as a hands-on builder and cross-functional partner, working with leaders and process owners across finance and operations to design and implement AI-powered workflows that make our teams more effective. You will focus on using tools like Claude and Claude Code, N8N, Glean, and direct API work against NetSuite, Salesforce, and Snowflake to automate, integrate, and scale how we work without needing to reinvent the wheel.

What You'll Do

Find the work by partnering with process owners to map how work actually happens today, including the exceptions, the workarounds, and the steps that only live with a user. Much of the highest-value work will be work nobody filed a request for.
Size it before you build it by defining the metric and stating the expected result up front, whether that is hours removed, cycle time, error rate, or cost avoided, then measuring the actual result once it ships.
Build and automate smart workflows using AI agents and skills, API integrations, SQL and Python, workflow orchestration, and scripting against the systems where the work lives, taking each one from prototype to production.
Own the connective layer by moving data cleanly between NetSuite, Salesforce, DealHub, Workday, Greenhouse, Snowflake, and the rest of the stack through APIs, webhooks, and pipelines, including the reconcilations that prove both sides agree.
Multiply the builders already in each function by publishing the shared primitives, patterns, and templates they need, so capability compounds instead of queueing behind one person, and by maintaining the automation inventory, including retiring what no longer earns its place.

What You'll Bring

2-4+ years of experience in a technical, operations, or automation-focused role such as solutions engineering, business systems, RevOps, or technical program management..
Working proficiency in at least one scripting language, plus experience integrating systems via APIs, webhooks, and data flows.
Hands-on production experience with modern AI tooling such as Claude / Claude Code, Cursor, agent frameworks, MCP, or N8N, and informed opinions about when each is the wrong choice.
Real depth in at least one enterprise business system and its data model.
Strong cross-functional collaboration skills with the ability to translate business needs into clear, actionable technical solutions.
A builder's mindset that is creative, curious, and eager to experiment with new technologies to drive efficiency.
Excellent communication skills and comfort working with multiple stakeholders in a fast-moving environment.

What Makes You Stand Out

Experience in B2B SaaS, EdTech, or fintech industries.
Familiarity with scripting or data tools such as Python, JavaScript, or SQL for customization and troubleshooting.
Experience across a finance stack or a GTM stack (ERP, CRM, CPQ, support platforms).
Understanding of AI-powered automation systems and data enrichment tools.

Why Apptegy

Join a team that's committed to your success. At Apptegy, we're passionate about creating an environment where you can do your best work and find true fulfillment. We believe in investing in our people‑both professionally and personally‑because your well-being drives our collective impact.

US Employee Benefits