Business Systems Engineer

About this role

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…