Senior Lead AI Engineer - G&A Systems

Klaviyo•San Francisco, CA

14h

About The Position

Klaviyo is seeking its first dedicated AI engineer within the Finance Technology (G&A FinTech) team. This foundational role will shape the architecture, standards, and long-term vision for embedding AI into Finance operations. The engineer will work across Accounting, Tax, Treasury, FP&A, Procurement, and Internal Audit, as well as with Corporate IT, Data, and GTM Systems, to build a reliable, integrated, compliant finance technology environment suited to a public, AI-forward SaaS business. The team owns the roadmap, health, and governance of platforms such as ERP and financial systems, procure-to-pay, revenue and billing systems, integrations, and automation. The role focuses on reimagining finance workflows and building AI-powered workflows, copilots, and agents that automate or augment Finance processes. It includes designing systems that integrate across enterprise SaaS platforms; establishing practices for prompt engineering, evaluation, LLM system design, orchestration, versioning, testing, security, and observability; and identifying high-value opportunities to replace manual workflows. The engineer will define and track operational success metrics, advise Finance leadership on AI opportunities, and ensure sensitive financial data is handled securely and responsibly. The position also requires close collaboration with Security, Global IT, GTM Systems, Internal Audit, and Legal to align AI infrastructure and governance. The engineer will contribute to company-wide AI patterns and enable Finance teams through reusable frameworks, workflows, playbooks, and training materials. As a technical leader, this person will advocate for scalable, well-governed systems and help shape how Klaviyo becomes AI-first internally, starting with Finance.

Requirements

At least 5 years of engineering or data engineering experience.
At least 2 years building AI/ML or LLM-powered solutions that deliver tangible business outcomes.
Demonstrated ability to set technical direction and build 0-to-1 systems with meaningful organizational impact.
Strong experience with technologies including React, JSON, 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 and secure systems, automation frameworks, and internal tools.
Experience working with sensitive data and implementing responsible AI practices.
Ability to translate ambiguous business problems into scalable technical solutions.
Curiosity and interest in experimenting with and reimagining Finance 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

Reimagine core Finance workflows, including accounting, procurement, deal desk approvals, revenue, and month-end/quarter-end close, through an AI-first lens.
Design and build AI-powered workflows, copilots, and agents that automate and augment Finance processes.
Architect and implement integrations across SaaS platforms, including financial, procure-to-pay, billing, and tax systems.
Partner with the internal IT AI team to establish best practices for prompt engineering, evaluation, LLM system design and orchestration, and AI system versioning, testing, security, and observability.
Enable AI use cases that improve execution speed and Finance decision-making.
Collaborate with stakeholders to translate business problems into scalable AI solutions.
Identify high-leverage opportunities to replace manual workflows with AI-native solutions.
Define and track success metrics for efficiency gains, time savings, and operational effectiveness.
Advise Finance leadership on potential AI applications and opportunities.
Design systems that protect sensitive financial data and support security, privacy, and trust.
Partner with Internal Audit, Security, Legal, and Global IT to support compliant and ethical AI deployment.
Align with Security, Global IT, and GTM Systems on shared AI infrastructure and standards.
Contribute to and adopt company-wide AI patterns, tooling, and best practices.
Enable Finance teams with reusable frameworks, workflows, playbooks, and training materials.
Help non-technical stakeholders confidently use and iterate on AI-powered tools.
Advocate for scalable, well-governed AI systems that integrate with Klaviyo’s broader technology ecosystem.
Shape how Klaviyo becomes AI-first internally, starting with Finance systems.