Lead Integrations Engineer - G&A Systems

Klaviyo•San Francisco, CA

15h

About The Position

Klaviyo is seeking a Senior Integrations Engineer for its Finance Technology (G&A FinTech) team. This foundational role will shape the architecture, standards, roadmap, and long-term vision for finance integrations and automation as the company builds an AI-first operating model. The engineer will partner with Accounting, Tax, Treasury, FP&A, Procurement, Internal Audit, Corporate IT, Data, and GTM Systems to keep the back-office technology stack reliable, integrated, compliant, and ready to support a public, AI-forward SaaS business. The role owns the health and governance of platforms and integrations across ERP and financial systems, procure-to-pay, revenue and billing systems, and related automation. It combines hands-on integration engineering with AI-enabled workflow design, operational support, SOX audit work, and cross-functional enablement. The engineer will identify opportunities to replace manual processes with scalable automation and AI-native solutions, define measurable outcomes, and help Finance teams confidently use and iterate on Workato and other platform tools.

Requirements

At least 5 years of engineering or data engineering experience.
At least 2 years building with Workato, AI/ML, or LLM-powered systems and delivering tangible business outcomes.
Ability to set technical direction and build 0-to-1 systems with meaningful organizational impact.
Strong 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, or 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 business-critical systems 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 and pursue automation opportunities that improve business productivity.
Reimagine Finance workflows—including accounting, procurement, deal desk approvals, revenue, and ME/QE close cycles—using an AI-first approach.
Design and build AI-powered workflows, copilots, and agents to automate and 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-impact opportunities to replace manual workflows with automation and AI-native solutions.
Define and track success metrics for efficiency gains, time savings, and operational effectiveness.
Partner with Internal Audit, Security, Legal, and Global IT to ensure compliant and ethical AI deployment.
Coordinate with Security, Global IT, and GTM Systems on shared infrastructure and standards.
Democratize Workato use across Finance by creating reusable frameworks, workflows, playbooks, and training materials.
Help non-technical stakeholders use and iterate on Workato and other platform tools.