Director, Systems, Data & AI Transformation

Role Overview

• Own and drive the AI transformation roadmap, advancing maturity from early-stage (Level 0–1) to scalable adoption (target: Level 3)
• Identify and prioritize high-impact AI use cases across Finance, GTM, and Product in partnership with functional leaders
• Lead execution of AI initiatives, including workflow automation and agentic AI capabilities
• Ensure foundational systems and data structures are designed to support scalable AI adoption
• Own the architecture and evolution of the business systems ecosystem across all functions
• Define how core systems (e.g., HubSpot, NetSuite, Snowflake, and others) integrate, interact, and scale
• Establish and maintain a unified data model and clear system-of-record definitions across the organization
• Evaluate and guide selection of tools, platforms, and data infrastructure (e.g., warehouse, ETL, BI)
• Design data flows and system interoperability to enable reporting, automation, and AI use cases
• Act as the primary steward of business data integrity, consistency, and accessibility
• Own administration and optimization of key business systems, with a willingness to be hands-on where needed (e.g., configuration, field creation, workflow updates)
• Partner with RevOps, Finance, and other stakeholders to ensure systems support evolving business needs
• Provide architectural guidance for CRM (HubSpot) and ERP (NetSuite), while collaborating with functional owners on day-to-day usage
• Ensure systems are scalable, well-structured, and aligned with downstream reporting and analytics requirements
• Partner with Finance and RevOps to implement and scale business intelligence capabilities
• Support the development of data models, reporting layers, and dashboards that enable real-time decision-making
• Help define and standardize key metrics, KPIs, and reporting frameworks across the organization
• Improve data quality and reliability across systems and reporting environments
• Serve as the program manager for high-impact, cross-functional initiatives across Finance, GTM, Product, and Operations
• Establish structure, accountability, and execution rigor across strategic projects
• Align stakeholders, manage dependencies, and ensure initiatives are delivered on time and with clear outcomes
• Act as a connective layer across teams to drive progress and reduce organizational friction
• Identify gaps where systems, data, and processes are disconnected
• Design and implement scalable workflows that improve efficiency and data integrity
• Partner with RevOps and other functional leaders to ensure process changes are supported by strong systems design
• AI maturity advances to Level 4 with clearly defined and operational use cases
• A cohesive systems architecture is established, with clear integration patterns across HubSpot, NetSuite, and data platforms
• A reliable data foundation is in place, with a defined source of truth and improved data consistency across systems
• Business intelligence capabilities are implemented and actively used by leadership
• Cross-functional initiatives are executed with greater speed, clarity, and accountability
• Systems and data are structured to support automation and future AI expansion

Requirements

• 7–12+ years of experience in business systems, systems architecture, integration engineering, enterprise applications, automation, data platforms, or technical business systems roles in a B2B SaaS environment
• Proven ability to lead cross-functional initiatives in a SaaS or technology-driven environment
• Strong understanding of systems architecture, data modeling, and data flows across business applications
• Hands-on experience working with business systems (e.g., CRM, ERP) and data platforms (e.g., Snowflake or equivalent)
• Must have personally designed, built, or implemented systems integrations, automation workflows, data pipelines, or AI-enabled workflows—not only managed teams or vendors delivering them
• Experience implementing or scaling BI tools and reporting frameworks
• Familiarity with AI, automation, or workflow tooling, with a strong interest in driving AI adoption
• Ability to operate as both a strategic architect and hands-on executor in a lean environment
• Excellent communication skills, with the ability to work across technical and non-technical stakeholders.

Tech Stack

• ERP
• ETL