Business Systems Engineer

Summary

ClickUp is an AI-native company building the future of work with a converged workspace. The Business Systems Engineer will design, build, and operate automation and AI systems to enhance ClickUp's Go-To-Market business, collaborating with various teams to improve operational efficiency and implement intelligent solutions.

Responsibilities

• 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
• 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
• 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
• 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
• 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

Skills

• 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
• 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)
• 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, and earning trust with the stakeholders you support
• Growth: You stay current on emerging AI capabilities, evaluate what's production-ready, and continuously raise the bar on what GTM systems can do
• Experience with DealHub (CPQ)
• Experience with ClickUp
• Experience with quote-to-cash workflows
• Experience with revenue operations systems

Qualifications

Must Haves

• 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
• 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)
• 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, and earning trust with the stakeholders you support
• Growth: You stay current on emerging AI capabilities, evaluate what's production-ready, and continuously raise the bar on what GTM systems can do

Nice to Haves

• experience with DealHub (CPQ)
• experience with ClickUp
• experience with quote-to-cash workflows
• experience with revenue operations systems

Benefits

• REMOTE work model
• Equal Opportunity Employer: qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin
• Privacy Notice: ClickUp collects and processes personal data in accordance with applicable data protection laws
• Philippine Data Privacy Notice for Philippine Job Applicants
• Visa Sponsorship: Sponsorship for engineering and product roles is based on business needs and not guaranteed
• Fraud Alert: ClickUp Talent Acquisition will only initiate contact via official channels
• AI Processing Notice: Use of AI and machine learning technologies to help review and screen candidates' employment applications