Business Systems Engineer

At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀 JOB SUMMARY   As a Business Systems Engineer on the GTM Engineering team, you will design, build, and operate the automation and AI systems that power ClickUp's Go-To-Market business — spanning core business products and the integration platforms that connect them. This role is AI-native at its core: you won't just maintain existing workflows, you'll actively advance our GTM systems with intelligent agents, LLM-powered automations, and next-generation integration patterns built on MCP, ClickUp Super Agents, and modern iPaaS tooling.   You'll sit at the intersection of business systems architecture and applied AI — partnering with Sales, Finance, Revenue Operations, and fellow GTM Systems engineers to eliminate toil, accelerate revenue workflows, and build the automated, AI-augmented infrastructure the company runs on. This is a hands-on engineering role for someone deeply fluent in enterprise business systems, excited about deploying production AI, and committed to genuine ownership of the platforms they build — directly supporting GTMSOE's broader mission of operational excellence across the GTM org.   KEY RESPONSIBILITIES   AI-NATIVE AUTOMATION & AGENT DEVELOPMENT   - Design and build AI-powered automations and agentic workflows across the GTM tech stack — including Salesforce, NetSuite, Workato, and MuleSoft — to eliminate manual effort and accelerate business operations. - Develop and deploy ClickUp Super Agents and LLM-based automations to automate tasks such as deal data enrichment, quote generation assistance, order validation, revenue recognition triggers, and exception handling in quote-to-cash workflows. - Architect and implement MCP (Model Context Protocol) integrations that allow AI agents to interact with business systems contextually and safely — enabling intelligent, event-driven actions across the GTM platform. - Explore and evaluate emerging AI capabilities (RAG, fine-tuning, multi-agent orchestration) and determine which are production-ready for GTM business systems use cases. - Build reusable AI templates, automation patterns, and agent blueprints that can be extended across the GTM Engineering team.   BUSINESS SYSTEMS INTEGRATION & ARCHITECTURE   - Build and maintain integrations across Salesforce, NetSuite, Workato, MuleSoft, DealHub (CPQ), and other GTM platforms — with a strong bias toward clean architecture, low technical debt, and supportable design. - Own end-to-end integration patterns for critical business flows such as lead-to-opportunity, quote-to-cash, order-to-fulfillment, and revenue reporting pipelines. - Design data flows and transformation logic that keep business data accurate, consistent, and accessible across systems without creating fragile point-to-point dependencies. - Apply a build-vs-buy mindset: evaluate whether a given automation need is best solved with native platform capabilities, iPaaS tooling, or custom code — and make the case clearly.   PLATFORM DEVELOPMENT & TOOLING   - Build internal tooling, low-code/no-code solutions, and lightweight applications using platforms such as Retool, Replit, or similar to extend business systems capabilities with minimal overhead. - Write automation scripts and data transformation logic in Python, JavaScript, or Apex as needed to bridge gaps that platform tooling cannot address natively. - Utilize Zapier, Workato, and similar iPaaS platforms to orchestrate cross-system workflows that are maintainable, observable, and well-documented. - Own the full lifecycle of what you build: discovery, design, development, testing, deployment, documentation, and ongoing optimization.   RELIABILITY, OBSERVABILITY & CONTINUOUS IMPROVEMENT   - Monitor the health and performance of automations and integrations you own; proactively identify degradation, data inconsistencies, or failure patterns before they impact business operations. - Conduct root-cause analysis of integration failures or automation breakdowns and drive durable fixes — not just incident patches. - Maintain runbooks and operational documentation so that platform behavior is understandable and recoverable by the broader team. - Gather feedback from business stakeholders and iterate on existing automations to improve accuracy, reduce edge cases, and adapt to evolving GTM processes.   CROSS-FUNCTIONAL COLLABORATION & STAKEHOLDER ENGAGEMENT   - Partner with Sales, Revenue Operations, Finance, and Customer Success stakeholders to translate business requirements into well-scoped technical solutions. - Work closely with GTM Systems Engineering, DevOps, and BSA teammates on architecture decisions, intake prioritization, and delivery execution. - Contribute to the GTM Systems Engineering operating model: maintain task hygiene, communicate proactively on large initiatives, and log AI/automation work in the team's AI Excellence registry. - Serve as a subject matter expert for business systems automation and AI — educating stakeholders on what's possible and setting realistic expectations on scope and delivery.   QUALIFICATIONS   EXPERIENCE   - 3–5+ years in a business systems engineering, systems administration, or integration engineering role. - Demonstrated experience building and shipping automations or integrations that delivered measurable business value in production environments. - Hands-on experience with Salesforce and at least one ERP platform (NetSuite strongly preferred). - Experience deploying AI or LLM-powered automations in a production business systems context — or a clear, demonstrated trajectory toward it. - Experience working in a high-velocity environment where you manage multiple concurrent priorities and adapt quickly to changing business needs. - Optional but valued: experience with DealHub (CPQ), ClickUp, quote-to-cash workflows, or revenue operations systems.   SKILLS & COMPETENCIES   Technical   - Salesforce configuration, automation (Flow, Process Builder), Apex, and data model design — admin or developer-level proficiency required. - NetSuite workflows, SuiteScript, SuiteBundler, saved searches, and data model — particularly as it relates to order management, billing, and revenue recognition. - Hands-on experience with Workato, MuleSoft, Zapier, or comparable iPaaS platforms — including multi-step flows, error handling, and observability. - Practical experience with LLM APIs (OpenAI, Claude, etc.), prompt engineering, agentic workflow design, and MCP integrations. Experience with ClickUp Super Agents is a strong plus. - Proficient with Python, JavaScript, or Apex for automation scripting and data transformation; comfortable with REST APIs, webhooks, JSON, and OAuth-based integrations. - Strong understanding of business systems data models and integration patterns (event-driven, batch, real-time).   Operational & Mindset   - Ownership: You take full responsibility for the systems you build — from reliability and documentation to stakeholder trust and continuous improvement. You don't hand off and walk away. - Velocity: You move fast, iterate, and ship. You know when "good enough and deployed" beats "perfect and blocked," and you never sacrifice reliability or data integrity to get there. - AI & Automation mindset: You default to asking "how can an agent or LLM handle this?" before reaching for a manual workflow — experimenting confidently and evaluating critically. - Collaboration: You bridge the gap between technical architecture and business impact, asking clarifying questions, challenging assumptions respectfully, an