AI Automation Engineer, Finance & Operations

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with process owners to illustrate the current workflow, including exceptions, alternative methods, and undocumented processes.

• Establish success metrics and anticipated outcomes prior to development, and subsequently assess actual results following deployment.

• Develop and automate workflows powered by AI using AI agents, APIs, SQL, Python, workflow orchestration, and scripting.

• Transition automations from the prototype stage to full production.

• Facilitate data transfer between NetSuite, Salesforce, DealHub, Workday, Greenhouse, Snowflake, and other platforms utilizing APIs, webhooks, and pipelines.

• Create reconciliations to ensure data consistency across various systems.

• Publish shared resources, patterns, and templates for builders across different business functions.

• Manage the automation inventory and decommission automations that are no longer beneficial.

• Work together with finance and operations leaders, process owners, and AI Champions to synchronize efforts, enhance adoption, and exchange best practices.

⛳️ Requirements

• 2-4+ years of experience in a technical, operations, or automation-oriented role such as solutions engineering, business systems, RevOps, or technical program management.

• Proficient in at least one scripting language.

• Experience in integrating systems through APIs, webhooks, and data flows.

• Practical experience with contemporary AI tools such as Claude / Claude Code, Cursor, agent frameworks, MCP, or N8N.

• In-depth knowledge of at least one enterprise business system and its data model.

• Strong skills in cross-functional collaboration and the ability to convert business requirements into clear, actionable technical solutions.

• A builder’s mindset characterized by creativity, curiosity, and a willingness to explore new technologies.

• Excellent communication abilities and comfort in engaging with various stakeholders in a dynamic environment.

• Background in B2B SaaS, EdTech, or fintech sectors.

• Familiarity with Python, JavaScript, or SQL for customization and problem-solving.

• Experience with a finance stack or GTM stack (ERP, CRM, CPQ, support platforms).

• Knowledge of AI-driven automation systems and data enrichment tools.

🏝️ Benefits

• Comprehensive medical, dental, vision, and life insurance coverage.

• Retirement 401(k) plan with employer matching contributions.

• Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs).

• Reimbursement for mental health services.

• Unlimited paid time off, including company-wide time off during the holiday season (December).

• Paid parental and medical leave.

• Private medical insurance for you and your dependents.

• Life insurance coverage.

• 15 days Aguinaldo.

• Vales de Despensa.

• Fondo de Ahorro.

• Caja de Ahorro.

• Flexible paid time off policy.

• Paid travel to and from Little Rock, Arkansas for onboarding.

• Exceptional mentorship and resources to support your career growth.