This role owns the integration
capability that connects the service, commercial and operational systems. The
priority is strong API integration engineering: understanding how to assess
vendor APIs, design secure and supportable interfaces, automate end-to-end
processes and operate integrations reliably in a live MSP
environment.
Experience with specific named
platforms is useful, but the ability to integrate unfamiliar systems and
tooling is more important.
Microsoft Fabric will support the
governed data and analytics layer, while Microsoft Foundry will support the
development and operation of approved AI models and agents. The role will
establish secure integration patterns across this architecture without being
limited to these platforms or the tools currently in use.
This is a hands-on engineering
role supporting the internal service platform and wider MSP operating model.
Success will be measured by reliable integrations, trusted data, reduced manual
effort and solutions that are documented, monitored and supportable by the
wider team. It has a clear data, automation and AI direction, but it is not an
AI advisory or strategy position.
Requirements
Key Responsibilities
Build and maintain API integrations between
organization business systems. Immediate scope includes Halo PSA to Float
two-way sync, HiBob to Float, and ApprovalMax into the central data
layer.
Build integrations that report their own
failures. Error handling, alerting and reconciliation checks, so that a
broken or partial feed is flagged straight away rather than found weeks
later in a report.
Automate recurring manual processes across
finance and operations, including scheduled extracts, reconciliation
support and supplier billing, to an auditable and reproducible
standard.
Remediate data quality at source, starting with
Halo PSA, Xero and HubSpot, including entity matching between Halo
customers, Xero contacts and HubSpot records, and put controls in place so
that issues do not recur.
Contribute to the design and build of the central
data warehouse, including staging layer design, entity matching,
incremental loading and history handling.
Work with colleagues across finance and operations
to produce the reports and dashboards that sit on top of the data
layer.
Build AI-assisted workflows where they measurably
improve throughput, and use AI development tooling to accelerate build
work.
Gather requirements directly from non-technical
colleagues across finance, sales and operations, and convert them into
written specifications.
Work within the established delivery process
covering high level plan, scope of work, pre-sales authorisation, peer
review and documentation before go-live.
Essential
Requirements:
Integration and API
engineering
Substantial hands-on experience designing,
building and supporting API integrations between business systems in
production. This core capability is more important than prior experience
with any one platform in organization current stack.
Working knowledge of REST, OAuth2 and
webhooks.
Two-way synchronisation, and a clear
understanding of what makes it difficult: write conflicts, retries,
idempotency and reconciling the two sides when they drift.
Experience integrating through Microsoft Graph,
Entra APIs or comparable vendor APIs, with the ability to assess and adopt
new interfaces as the MSP toolset changes.
Handling real production constraints, including
permission limits, rate limits, schema access refused by a vendor, and
endpoints that behave differently from their documentation.
Data, automation and
AI tooling
SQL proficiency: queries, joins, views and stored
procedures.
Power Query: ETL, data transformation and M
language.
Automating recurring processes end to end,
including scheduling, monitoring and failure handling.
Practical use of AI coding tools such as Claude
Code inside a reviewed workflow, with a clear account of how output is
verified before it is relied on.
Reporting and
dashboards
Experience building and delivering reports and
dashboards for business users, in any data visualisation tool.
Able to take a reporting requirement from a
non-technical colleague through to a working, documented
output.
Understanding of how the data model underneath a
report determines what the report can and cannot do.
Accuracy and
reconciliation
You tie output back to source and present the
reconciliation as part of delivery, unprompted.
You treat a figure that drives an invoice as
materially different from a figure on a dashboard, and test it
accordingly.
You surface the limitations of your own build
before anyone else finds them.
Professional
skills
Strong analytical and problem-solving
ability.
Excellent communication. You can explain
technical concepts to finance professionals and business concepts to
technical colleagues.
Self-starter, able to work independently with
direction from the Finance Director.
Able to gather requirements from business
stakeholders unaided, and patient with colleagues who do not think in data
terms. Most of the people you will work with are accountants and
engineers, not analysts.
Willing to say when something cannot be done
safely, rather than building it anyway.
Disciplined working practice: work held in shared
workspaces and source control rather than locally and documented so that a
colleague could pick it up.
Desirable
skills
Azure AI Foundry: Experience orchestrating AI
services over a data platform, with an understanding of Foundry as a
control plane sitting above the data layer, and how models and APIs are
selected and governed within it.
Microsoft Fabric: Experience with Lakehouse,
pipelines, and a working understanding of capacity and licensing costs.
Able to contribute to platform decisions such as Fabric vs Azure SQL based
on cost, capacity and licensing considerations.
Data Warehouse & Architecture: Experience
delivering a data warehouse or lakehouse, including staging layer design,
dimensional modelling, incremental loading and slowly changing
dimensions.
Data Governance: Working knowledge of sensitivity
labelling, Purview, access control and data classification, sufficient to
build within governance requirements set by others.
Accounting Platform Integration: Experience
integrating Xero, QuickBooks, Sage or NetSuite with reporting tools or
downstream systems.
PSA & MSP Tooling: Experience with Halo PSA,
ConnectWise, Autotask or Datto, or comparable time-tracking and project
management systems. Exposure to IT Glue, Liongard and Scalepad would be
useful.
Sector Background: Experience within an MSP,
professional services or another project-based business where billable
utilisation and project margin are important.
Low-Code Automation: Experience with Power
Automate, Zapier or similar tools, with the judgement to determine when a
low-code approach is more appropriate than a coded solution.
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