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Apptegy

AI Automation Engineer, Finance & Operations

Apptegy

. Partner with process owners to map how work happens, including exceptions, workarounds, and undocumented steps .

Posted 10/15/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Tech Stack

Tools & technologies
ERPJavaScriptPythonSQL

About the role

Key responsibilities & impact
  • Partner with process owners to map how work happens, including exceptions, workarounds, and undocumented steps
  • Define success metrics and expected results before building, then measure actual outcomes after deployment
  • Build and automate AI-powered workflows using AI agents, APIs, SQL, Python, workflow orchestration, and scripting
  • Take automations from prototype to production
  • Move data between NetSuite, Salesforce, DealHub, Workday, Greenhouse, Snowflake, and other systems using APIs, webhooks, and pipelines
  • Build reconciliations to verify data consistency across systems
  • Publish shared primitives, patterns, and templates for builders across business functions
  • Maintain the automation inventory and retire automations that no longer provide value
  • Collaborate with finance and operations leaders, process owners, and AI Champions to align efforts, drive adoption, and share best practices

Requirements

What you’ll need
  • 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 and ability to translate business needs into clear, actionable technical solutions
  • Builder’s mindset that is creative, curious, and eager to experiment with new technologies
  • Excellent communication skills and comfort working with multiple stakeholders in a fast-moving environment
  • Experience in B2B SaaS, EdTech, or fintech industries
  • Familiarity with 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

Comp & perks
  • 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
  • Flexible paid time off policy
  • Paid travel to/from Little Rock, Arkansas for Onboarding
  • Exceptional mentorship and resources to grow your career