Lead Integrations Engineer - G&A Systems

Klaviyo•San Francisco, CA

9h•$140,000 - $210,000

About The Position

Klaviyo is seeking a Lead Integrations Engineer for its Finance Technology (G&A FinTech) team. This foundational role will shape the architecture, standards, and long-term vision for integrations and automation supporting Finance in an AI-first company. The engineer will partner with Finance functions—including Accounting, Tax, Treasury, FP&A, Procurement, and Internal Audit—and adjacent technology teams to keep the back-office stack reliable, integrated, compliant, and prepared for a public, AI-forward SaaS business. The team owns the roadmap, health, and governance of platforms including ERP and financial systems, procure-to-pay, revenue and billing systems, and related integrations and automation. The role combines integration engineering with an AI and automation mindset. It involves designing and supporting Workato integrations, resolving operational issues, leading SOX audits through closure, and finding automation opportunities. The engineer will reimagine Finance workflows and build AI-powered workflows, copilots, and agents that augment or automate processes, while enabling compliant and responsible AI deployment. The role also helps Finance teams adopt Workato and AI through reusable frameworks, workflows, playbooks, and training. The position may require up to 10% travel for onboarding, client or partner work where applicable, team meetings, and industry events; travel is coordinated in advance. The U.S. base pay range is $140,000–$210,000. Total compensation may also include an annual cash bonus, equity, sign-on payments, and benefits, subject to eligibility.

Requirements

At least 5 years of engineering or data engineering experience.
At least 2 years building with Workato, AI/ML, or LLM-powered solutions and delivering tangible business outcomes.
Ability to set technical direction and build 0-to-1 systems with meaningful organizational impact.
Experience with Workato or a comparable platform.
Experience with Python, SQL, and modern APIs.
Experience with LLM platforms such as OpenAI, Claude, or Gemini.
Experience designing AI-powered workflows, agents, or copilots.
Experience integrating with Finance Systems through Runlayer and MCPs.
Experience integrating enterprise financial SaaS systems.
Experience designing scalable systems, automation frameworks, and internal tools.
Experience working with sensitive data.
Ability to translate ambiguous business problems into scalable technical solutions.
Passion and curiosity for experimenting with and reimagining Order to Cash, Procure to Pay, and Record to Report workflows.

Nice To Haves

Experience with financial systems such as NetSuite, Zip, Avalara/Vertex, Zone Advanced Billing, or equivalent systems.
Familiarity with SOX and ITGCs.
Familiarity with middleware automation platforms such as n8n, Workato, or Zapier.
Experience in high-growth SaaS environments.
Contributions to AI governance, internal AI platforms, or experimentation frameworks.

Responsibilities

Design and integrate solutions using Workato to support business-critical projects.
Support business-critical integrations and resolve ME/QE and operational issues.
Lead SOX audits and drive them to closure.
Identify automation opportunities that improve business productivity.
Reimagine Finance workflows—including accounting, procurement, deal desk approvals, revenue, and ME/QE close-cycle workflows—using an AI-first approach.
Design and build AI-powered workflows, copilots, and agents to automate or augment Finance processes.
Enable AI use cases that improve execution speed and decision-making for Finance teams.
Translate stakeholder business problems into scalable AI and automation solutions.
Identify high-leverage opportunities to replace manual workflows with automation and AI-native solutions.
Define and track success metrics related to efficiency gains, time savings, and operational effectiveness.
Partner with Internal Audit, Security, Legal, and Global IT to support compliant and ethical AI deployment.
Coordinate with Security, Global IT, and GTM Systems on shared infrastructure and standards.
Enable Finance teams to use Workato and AI by building reusable frameworks, workflows, playbooks, and training materials.
Help non-technical stakeholders confidently use and iterate on Workato and other platform tools.
Shape Finance systems architecture, standards, and long-term vision.