AI Automation Engineer, Finance & Operations

The role

You will design and implement AI-powered workflows to improve operational efficiency across finance and operations. You will use tools like Claude, N8N, and various APIs to automate, integrate, and scale company processes.

What you will do

• Partner with process owners to map current workflows and exceptions.
• Define metrics and expected results to size work before building.
• Build and automate smart workflows using AI agents, API integrations, SQL, and Python.
• Move data between NetSuite, Salesforce, DealHub, Workday, Greenhouse, and Snowflake using APIs and webhooks.
• Publish shared primitives, patterns, and templates to multiply builder capabilities.
• Maintain the automation inventory and retire unused automations.

Required qualifications

• 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.
• 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.
• Real depth in at least one enterprise business system and its data model.
• Strong cross-functional collaboration skills.
• A builder’s mindset that is creative, curious, and eager to experiment with new technologies.
• Excellent communication skills.

Nice to have

• 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.

Benefits

• Comprehensive medical, dental, vision, and life insurance coverage
• Retirement 401(k) with employer match
• Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs)
• Mental Health Reimbursement
• Unlimited paid time off, including seasonal (December) company-wide time off
• Paid parental and medical leave
• Private medical insurance for you and your dependents
• Life insurance
• 15 days Aguinaldo
• Vales de Despensa
• Fondo de Ahorro
• Caja de Ahorro

Before you apply

• Please refrain from using AI generation tools during application questions and interviews.

About the company

Apptegy is a tech company dedicated to transforming how schools communicate and shape the future of education.