Business Systems Engineer

ClickUp; United States; On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Flexible work hours

Health benefits

Collaborative environment

Job summary

ClickUp is looking for a Business Systems Engineer to design and operate automation and AI systems within our Go-To-Market team. This position requires strong experience in Salesforce and ERP platforms like NetSuite, and a commitment to using AI in our workflows.

The role includes responsibilities such as building AI-powered automation, maintaining business system integrations, and collaborating with cross-functional teams to enhance operational efficiency through technology.

A successful candidate will thrive in a fast-paced environment and have a strong operational mindset.

Qualifications

• 3–5+ years in a business systems engineering or integration engineering role.
• Experience with Salesforce and at least one ERP platform (NetSuite preferred).
• Hands-on experience deploying AI or LLM-powered automations in a production context.

Responsibilities

• Design and build AI-powered automations and agentic workflows across the GTM tech stack.
• Build and maintain integrations across Salesforce, NetSuite, and other GTM platforms.
• Monitor performance of automations and conduct root-cause analysis of failures.

Skills

Salesforce configuration

NetSuite workflows

Python

JavaScript

Tools

Workato

MuleSoft

Zapier

Job description

At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible.

Job Summary

As a Business Systems Engineer on the GTM Engineering team, you will design, build, and operate the automation and AI systems that power ClickUp's Go-To-Market business — spanning core business products and the integration platforms that connect them. This role is AI-native at its core: you won't just maintain existing workflows, you'll actively advance our GTM systems with intelligent agents, LLM‑powered automations, and next‑generation integration patterns built on MCP, ClickUp Super Agents, and modern iPaaS tooling.

You’ll sit at the intersection of business systems architecture and applied AI — partnering with Sales, Finance, Revenue Operations, and fellow GTM Systems engineers to eliminate toil, accelerate revenue workflows, and build the automated, AI‑augmented infrastructure the company runs on. This is a hands‑on engineering role for someone deeply fluent in enterprise business systems, excited about deploying production AI, and committed to genuine ownership of the platforms they build — directly supporting GTMSOE’s broader mission of operational excellence across the GTM org.

Key Responsibilities

AI‑Native Automation & Agent Development

• Design and build AI‑powered automations and agentic workflows across the GTM tech stack — including Salesforce, NetSuite, Workato, and MuleSoft — to eliminate manual effort and accelerate business operations.
• Develop and deploy ClickUp Super Agents and LLM‑based automations to automate tasks such as deal data enrichment, quote generation assistance, order validation, revenue recognition triggers, and exception handling in quote‑to‑cash workflows.
• Architect and implement MCP (Model Context Protocol) integrations that allow AI agents to interact with business systems contextually and safely — enabling intelligent, event‑driven actions across the GTM platform.
• Explore and evaluate emerging AI capabilities (RAG, fine‑tuning, multi‑agent orchestration) and determine which are production‑ready for GTM business systems use cases.
• Build reusable AI templates, automation patterns, and agent blueprints that can be extended across the GTM Engineering team.

Business Systems Integration & Architecture

• Build and maintain integrations across Salesforce, NetSuite, Workato, MuleSoft, DealHub (CPQ), and other GTM platforms — with a strong bias toward clean architecture, low technical debt, and supportable design.
• Own end‑to‑end integration patterns for critical business flows such as lead‑to‑opportunity, quote‑to‑cash, order‑to‑fulfillment, and revenue reporting pipelines.
• Design data flows and transformation logic that keep business data accurate, consistent, and accessible across systems without creating fragile point‑to‑point dependencies.
• Apply a build‑vs‑buy mindset: evaluate whether a given automation need is best solved with native platform capabilities, iPaaS tooling, or custom code — and make the case clearly.

Platform Development & Tooling

• Build internal tooling, low‑code/no‑code solutions, and lightweight applications using platforms such as Retool, Replit, or similar to extend business systems capabilities with minimal overhead.
• Write automation scripts and data transformation logic in Python, JavaScript, or Apex as needed to bridge gaps that platform tooling cannot address natively.
• Utilize Zapier, Workato, and similar iPaaS platforms to orchestrate cross‑system workflows that are maintainable, observable, and well‑documented.
• Own the full lifecycle of what you build: discovery, design, development, testing, deployment, documentation, and ongoing optimization.

Reliability, Observability & Continuous Improvement

• Monitor the health and performance of automations and integrations you own; proactively identify degradation, data inconsistencies, or failure patterns before they impact business operations.
• Conduct root‑cause analysis of integration failures or automation breakdowns and drive durable fixes — not just incident patches.
• Maintain runbooks and operational documentation so that platform behavior is understandable and recoverable by the broader team.
• Gather feedback from business stakeholders and iterate on existing automations to improve accuracy, reduce edge cases, and adapt to evolving GTM processes.

Cross‑Functional Collaboration & Stakeholder Engagement

• Partner with Sales, Revenue Operations, Finance, and Customer Success stakeholders to translate business requirements into well‑scoped technical solutions.
• Work closely with GTM Systems Engineering, DevOps, and BSA teammates on architecture decisions, intake prioritization, and delivery execution.
• Contribute to the GTM Systems Engineering operating model: maintain task hygiene, communicate proactively on large initiatives, and log AI/automation work in the team's AI Excellence registry.
• Serve as a subject matter expert for business systems automation and AI — educating stakeholders on what's possible and setting realistic expectations on scope and delivery.

Qualifications

Experience

• 3–5+ years in a business systems engineering, systems administration, or integration engineering role.
• Demonstrated experience building and shipping automations or integrations that delivered measurable business value in production environments.
• Hands‑on experience with Salesforce and at least one ERP platform (NetSuite strongly preferred).
• Experience deploying AI or LLM‑powered automations in a production business systems context — or a clear, demonstrated trajectory toward it.
• Experience working in a high‑velocity environment where you manage multiple concurrent priorities and adapt quickly to changing business needs.
• Optional but valued: experience with DealHub (CPQ), ClickUp, quote‑to‑cash workflows, or revenue operations systems.

Skills & Competencies

Technical

• Salesforce configuration, automation (Flow, Process Builder), Apex, and data model design — admin or developer‑level proficiency required.
• NetSuite workflows, SuiteScript, SuiteBundler, saved searches, and data model — particularly as it relates to order management, billing, and revenue recognition.
• Hands‑on experience with Workato, MuleSoft, Zapier, or comparable iPaaS platforms — including multi‑step flows, error handling, and observability.
• Practical experience with LLM APIs (OpenAI, Claude, etc.), prompt engineering, agentic workflow design, and MCP integrations. Experience with ClickUp Super Agents is a strong plus.
• Proficient with Python, JavaScript, or Apex for automation scripting and data transformation; comfortable with REST APIs, webhooks, JSON, and OAuth‑based integrations.
• Strong understanding of business systems data models and integration patterns (event‑driven, batch, real‑time).

Operational & Mindset

• Ownership: You take full responsibility for the systems you build — from reliability and documentation to stakeholder trust and continuous improvement. You don't hand off and walk away.
• Velocity: You move fast, iterate, and ship. You know when “good enough and deployed” beats “perfect and blocked,” and you never sacrifice reliability or data integrity to get there.
• AI & Automation mindset: You default to asking “how can an agent or LLM handle this?” before reaching for a manual workflow — experimenting confidently and evaluating critically.
• Collaboration: You bridge the gap between technical architecture and business impact, asking clarifying questions, challenging assumptions respectfully, and earning trust with the stakeholders you support.
• Growth: You stay current on emerging AI capabilities, evaluate what's production‑ready, and continuously raise the bar on what GTM systems can do.

What You’ll Work With

• Salesforce: CRM platform — automations, Flow, Apex, data model, reporting, and CPQ/OTC integrations.
• NetSuite: ERP platform — SuiteScript, workflows, order management, billing, and revenue recognition flows.
• ClickUp Super Agents: AI‑powered automation and agentic task orchestration within the ClickUp ecosystem.
• Integration stack: Workato, MuleSoft, Zapier — recipe/flow development, cross‑system orchestration, and platform observability.
• AI & MCP tooling: LLM APIs, Model Context Protocol (MCP), agentic workflow design, and production AI integration patterns.
• Low‑code tooling: Retool, Replit, or similar for internal applications and workflow extensions.
• Scripting & APIs: Python, JavaScript, Apex, REST/webhook integrations, and JSON‑based data transformation.

Equal Opportunity Employer

ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.