Senior Business Systems Engineer, AI & Automation

What You Will Do

• Design, build, and own production-grade automation and agent workflows using Salesforce Flow, NetSuite workflows and saved searches, Claude, Slack, Linear, and Notion, running the full project lifecycle from discovery and scoping through launch and ongoing iteration.
• Own data quality in both systems of record: deduplication, record ownership hygiene, field-level validation, and the accuracy of the revenue and pipeline metrics leadership reports on. Enforce data governance and PHI boundary standards across all automations, ensuring workflows comply with HIPAA requirements and Inspiren data policies by design.
• Run disciplined change management for both platforms — sandbox-first development, documented change requests, tested releases, rollback plans, and version control so configuration is auditable.
• Own day-to-day administration of Salesforce and NetSuite — users and licenses, profiles, roles and permission sets, objects and fields, page layouts, record types, validation rules, approval processes, reports and dashboards.
• Build and maintain the integrations that connect the commercial and financial stack — Salesforce to NetSuite, plus HubSpot, Slack, Notion, and Linear — so opportunity, order, invoice, and revenue data stay consistent across systems.
• Partner with stakeholders across RevOps, Finance, Sales, Product Support, Clinical Support, Marketing, Implementation, TechOps, Product, Design, and Engineering to identify high-value automation and systems improvements, and maintain a single cross-functional roadmap.
• Act as an internal thought partner on business systems architecture and AI automation strategy — knowing when a workflow deserves automation, when a process should be fixed instead, when configuration beats code, and setting best practices for responsible AI usage.
• Engineer reliable system prompts and agent configurations for Claude-based automations, with a disciplined approach to testing and evaluating agent behavior.
• Produce clear playbooks and system documentation so teams can understand and extend what you build.
• Upskill team members across functions on both the business systems and the AI tooling, building their ability to solve their own problems.
• Evaluate new platforms, maximize the value of existing tools, and own selection decisions as the stack grows.
• Track and report the measurable business impact of your work: time reclaimed, error rates reduced, throughput improved, data quality up.

What You Bring

• 4+ years in business systems, technical operations, revenue operations, workflow automation, or a comparable systems role at a tech company, with clear accountability for measurable outcomes.
• Hands-on Salesforce administration depth: accountable admin for a production org — permission sets and sharing models, custom objects and fields, Flow Builder, validation rules, approval processes, reports and dashboards. Salesforce Administrator certification or equivalent.
• ERP administration experience: hands-on NetSuite administration — roles and permissions, custom records and fields, saved searches, workflows, and the reporting layer. Deep experience with a comparable ERP plus a credible plan to ramp on NetSuite will be considered.
• Quote-to-cash fluency: understand how an opportunity becomes an order, an invoice, and recognized revenue, and where that chain typically breaks between CRM and ERP.
• Data hygiene and migration chops: cleaned up a messy org — bulk data operations, deduplication, ownership reassignment, mass updates — with backups and a rollback path.
• Specialist-level agentic workflow knowledge: built multi-step systems with real integrations, conditional logic, and error handling using Claude, Zapier, n8n, Slack, Linear, Notion, and Salesforce.
• Prompt engineering fluency: design and iterate on system prompts and agent configurations to get reliable behavior from LLMs, with a methodology for evaluating agent outputs.
• Technical fluency: read API docs, understand data structures and payloads, debug integration failures, and pick up unfamiliar platforms.
• Track record of building trust with non-technical stakeholders, especially in Finance and RevOps.
• An AI-native working style: AI tools are core to how you work. Can describe specific agent systems and AI workflows designed, what failed, and what was built next.
• A coaching instinct: satisfaction from a team member building their first automation independently.