Lead AI Finance Technology Engineer

• Reimagine core Finance workflows (accounting, procurement, deal desk approvals, revenue, ME/QE close cycle etc., ) through an AI-first lens, not just incremental automation
• Design and build AI-powered workflows, copilots, and agents that automate and augment Finance processes
• Architect and implement systems that integrate across SaaS such as NetSuite, Zip, Zone Advanced Billing, Avalara/Vertex to name a few

• Partner with our internal IT AI team and establish best practices for:

• Prompt engineering and evaluation
• LLM system design and orchestration
• Versioning, testing, security, and observability of AI systems

Enable AI Use Cases (copilots, assistants, automated workflows) that drive faster execution and better decision-making for Finance teams

Collaborate with stakeholders to translate business problems into scalable AI solutions

Driving an AI-First Operating Model

• Identify high-leverage opportunities to replace manual workflows with AI-native solutions
• Define and track success metrics tied to efficiency gains, time savings, and operational effectiveness
• Act as a thought partner to Finance leadership on what’s possible with AI, not just what’s requested
• Responsible AI, Privacy & Governance: Design systems that handle sensitive financial data with security, privacy, and trust at the core
• Partner with Internal Audit, Security, Legal, and Global IT to ensure compliant and ethical AI deployment

Cross-Functional Collaboration & Enablement

• Work closely with Security, Global IT, and GTM Systems to align on shared AI infrastructure and standards
• Contribute to and adopt company-wide AI patterns, tooling, and best practices

• Enable Finance teams to leverage AI by building:

• Reusable frameworks and workflows
• Playbooks and training materials

Help non-technical stakeholders confidently use and iterate on AI-powered tools

Technical Leadership

• Advocate for scalable, well-governed AI systems that integrate cleanly into Klaviyo’s broader tech ecosystem
• Act as a key voice in shaping how Klaviyo becomes AI-first internally, starting with Finance systems, This is a foundational role in defining how Klaviyo becomes an AI-first company from the inside out.

You won’t just be implementing AI you’ll be:

• Shaping how Finance teams operate with AI
• Defining standards for responsible, scalable internal AI systems
• Building the blueprint for how AI is embedded across the business

If you’re excited about building from scratch, influencing across functions, and applying AI to core business workflows, this role offers a unique opportunity to have outsized impact.

• Passion and Curiosity to experiment and reimagine Finance workflows
• Minimum 5+ years of engineering or data engineering experience, with 2+ years building AI/ML or LLM-powered delivering tangible business outcomes
• Proven ability to set technical direction and build 0*1 systems with meaningful organizational impact

• Strong experience with but not limited to:

• React, JSON, Python, SQL, and modern APIs
• LLM platforms (OpenAI, Claude, Gemini, etc.)
• Designing AI-powered workflows, agents, or copilots
• Integrating to Finance Systems through Runlayer and MCPs

Experience integrating with 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

Strong ability to translate ambiguous business problems into scalable technical solutions

Bonus Points

• Experience with Financial systems - NetSuite, Zip, Avalara/Vertex, Zone Advanced Billing or equivalent systems
• Familiarity with SOX & ITGCs
• Familiarity with middleware automation platforms (e.g., n8n, Workato, Zapier)
• Experience in high-growth SaaS environments
• Contributions to AI governance, internal AI platforms, or experimentation frameworks

Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant’s job-related skills, relevant experience, education or training, and work location.

In addition to base salary, our total compensation package may include participation in the company’s annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.

Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process. Base Pay Range For US Locations: $180,000-$270,000 USD

This role may require up to 10% travel for purposes such as new hire onboarding, client or partner work if applicable, team meetings, and industry events. Travel is coordinated in advance.

Get to Know Klaviyo

We’re Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we’re developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators-ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you’re ready to do the best work of your career, where you’ll be welcomed as your whole self from day one and supported with generous benefits, we hope you’ll join us.

AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.

We’re looking for a Senior Lead AI Finance Technology Engineer to be the first dedicated AI engineer within our Finance Technology (G&A FinTech) team. As an early leader in this space, you’ll reimagine how our Finance teams operate in an AI-first world by shaping our architecture, standards, and long-term vision.

You’ll partner across all Finance functions - Accounting, Tax, Treasury, FP&A, Procurement, and Internal Audit, as well as adjacent technology teams like Corporate IT, Data, and GTM Systems, to ensure our back-office stack is reliable, well-integrated, compliant, and ready for a public, AI-forward SaaS business. We own the roadmap, health, and governance of platforms including our ERP and financial systems (e.g., NetSuite/Oracle), procure-to-pay (e.g.,Zip), revenue and billing systems, and related integrations and automation. This role is not just about applying AI it’s about defining how AI becomes embedded into the Finance at Klaviyo.