AI Automation Engineer, Finance & Operations

🕒 October 15

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤖 QA Automation Engineer

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Apptegy

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2015

💼 Consulting

📣 Marketing

📚 Education

💰 $13.2M Venture Round on 2019-03

Consulting • Marketing • Education

Apptegy is a company that specializes in providing an all-in-one brand and communications platform for schools. Their products include tools for school websites, notifications, two-way messaging, and newsletters that facilitate efficient communication between schools, parents, and the community. Apptegy helps schools build a strong brand identity and engage with their community through beautiful, easy-to-use websites and integrated mobile apps. With a focus on customer service, Apptegy supports over 4,500 school districts, ensuring easy access to information and enhancing communication in educational settings.

📋 Description

• 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

• 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

• 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

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