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, and earning trust with the stakeholders you support.

• Growth: You stay current on emerging AI capabilities, evalu