AI Agent Builder

• Role Overview:
• As our Finance AI Agent Builder, you will be the lead architect for our agentic finance and
• revenue operations stack. Your goal is to move beyond simple workflow automation toward
• autonomous systems that reason through financial data, automate planning workflows, validate
• compensation logic, and continuously optimize operational efficiency.
• This is a Builder role — part Engineer, part Finance Systems Strategist, part AI Workflow
• Architect.
• You will design and deploy intelligent AI agents that integrate deeply with enterprise finance
• and planning systems including Workday Adaptive Planning, CaptivateIQ, and/or Anaplan to
• automate forecasting, compensation workflows, revenue planning, and operational finance
• processes.
• Core Responsibilities
• ● Autonomous Financial Planning & Forecasting
• Build AI agents that analyze historical financial data, identify forecasting anomalies, generate
• scenario models, and autonomously assist with budgeting and planning workflows inside
• Workday Adaptive Planning.
• ● Incentive Compensation & Commission Automation
• Design agents that automate commission validation, quota tracking, attainment analysis, payout
• reconciliation, and compensation exception handling using CaptivateIQ or Anaplan.
• ● Intelligent Financial Operations
• Deploy agents that process financial inputs from multiple systems (CRM, ERP, planning
• platforms, spreadsheets, APIs) to automate reporting, variance analysis, accrual workflows, and
• operational finance tasks.
• ● Dynamic Revenue & Headcount Modeling
• Build AI-powered workflows that monitor changes in pipeline, bookings, hiring plans, territory
• assignments, and revenue performance to dynamically update forecasts and planning
• assumptions.
• ● Performance & Guardrails
• Establish human-in-the-loop protocols, validation layers, and evaluation frameworks to ensure
• AI-generated financial outputs remain auditable, accurate, compliant, and aligned with business
• policies.
• ● System Orchestration
• Connect AI agents to our finance and business systems — including Workday Adaptive Planning,
• CaptivateIQ/Anaplan, Salesforce, ERP platforms, BI tools, and internal databases — ensuring
• seamless data flow and automated write-backs.
• Qualifications & Skills
• ● Experience
• 2–5 years in:

• Finance Systems Engineering,
• FP&A Systems,
• Revenue Operations,
• Financial Automation,
• or AI Workflow Engineering in a SaaS or enterprise environment.

● Finance Systems Expertise

Hands-on experience with:

• Workday Adaptive Planning (required)
• CaptivateIQ (preferred)

• OR
• • Anaplan (acceptable alternative)
• Experience with Salesforce, ERP systems, NetSuite, or BI platforms is a plus.
• ● AI Tooling
• Proficiency with agent orchestration frameworks such as:

• LangGraph,
• CrewAI,
• LangChain,
• Claude Agent SDK,
• OpenAI APIs,
• or equivalent AI workflow tooling.

● Agent Orchestration

Experience with low-code/no-code platforms such as:

• Make.com,
• Zapier,
• N8N,
• Workato,
• or custom API-driven orchestration frameworks.

• ● Prompt Engineering
• Ability to design complex reasoning loops, structured outputs, validation layers, and guardrails
• that prevent hallucinations and ensure reliable finance-grade AI outputs.
• ● Data Savvy
• Comfortable working with:

• JSON,
• APIs,
• SQL,
• financial datasets,
• ETL pipelines,
• embeddings,
• and RAG (Retrieval-Augmented Generation) systems to provide agents with contextual

• financial knowledge.
• ● Finance & Revenue Operations Expertise
• Knowledge of:

• financial planning workflows,
• forecasting models,
• compensation systems,
• quota management,
• revenue operations,
• budgeting processes,
• and SaaS business metrics.