AI Automation Engineer, Finance & Operations

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.

This is not a traditional engineering role. It is ideal for someone who loves solving complex problems at the intersection of technology and business operations, a true solutions engineer who is just as comfortable connecting APIs as sitting with an accountant to learn why a process works the way it does. You will also work closely with the AI Champions and builders already embedded across the business to align efforts, ensure adoption, and share best practices company-wide.

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 reconciliations 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 …