A La C.A.R.T.E. Solutions is hiring a Director of Business Systems & Automation to be the strategic and hands-on leader for the firm's technology ecosystem. This role sets the vision for our systems strategy while personally executing builds, configurations, integrations, and optimizations of our core platforms.
What You'll Do
- Serve as the strategic owner and hands-on operator of our business systems, personally executing administration, configuration, integrations, and optimization.
- Identify business requirements and partner with the President to develop a firmwide systems strategy while executing against that roadmap.
- Research, evaluate, and implement new technologies and software solutions, including AI-enabled tools.
- Establish and maintain relationships with software vendors and selectively engage technology consulting partners.
- Personally lead and execute the design, configuration, testing, and deployment of new systems.
- Design, build, and maintain integrations to ensure seamless data flow and data integrity.
- Execute system upgrades, enhancements, and testing schedules; manage permissions, controls, and settings.
- Develop SOPs, job aids, and best practices; provide training, troubleshooting, and ongoing user support.
- Maintain data integrity, security roles, access controls, and compliance standards; mitigate IT and systems risks.
- Serve as the primary point of contact for third-party IT providers.
- Lead continuous improvement initiatives to enhance system performance, reduce costs, and improve team efficiency.
- Develop KPIs, dashboards, and reports to monitor system health and inform decision-making.
- Partner with the President to design and launch client-facing IT/systems services that generate revenue.
- Establish and lead an IT committee to foster innovation and continuous improvement.
- Act as a trusted advisor on financial and business systems, listening to feedback and empowering team members.
What We're Looking For
- Bachelor’s degree in Computer Science, Business Information Systems, Information Technology, Business Management, or a related field.
- 8–10+ years of progressively responsible experience in business systems, applications management, business process design, automation, analytics, or a related field, including hands-on systems ownership and execution.
- Proven experience evaluating, implementing, and optimizing financial software and enterprise business systems.
- Demonstrated experience designing, building, and supporting cross-system workflows and integrations, including finance-adjacent data and platforms.
- Experience providing hands-on data analysis support, including designing, building, and maintaining dashboards and reports.
- Strong strategic thinking and problem-solving abilities, with a demonstrated ability to align business systems and related processes with organizational goals.
- Excellent communication skills, both written and verbal, with the ability to influence and collaborate effectively with stakeholders at all levels.
Nice to Have
- Experience in a professional services environment, with an understanding of utilization, project delivery, and client-facing workflows.
- ClickUp experience strongly preferred, including administration, workflow design, templates, and automation.
- CITP or similar certifications desired, but not required.
Technical Stack
- ClickUp, HubSpot, Practice Ignition, Timely, ADP, Avoma, QuickBooks Online
- Microsoft Office (Excel, Teams, SharePoint/OneDrive, Outlook), Power BI
- SAGE, NetSuite, Invoiced, Bill.com, Salesforce
Team & Environment
This role is a department of one initially, reporting directly to the President.
Benefits & Compensation
- Compensation: $130,000 - $160,000 annually
- Remote work environment, earned flexibility
- Comprehensive benefits including health and dental insurance
- Flexible vacation and an end of year company close
- 401k match
- Fun, friendly, and collaborative culture that thrives on individual and team accountability
Work Mode
This is a global remote position.
A la C.A.R.T.E. Solutions is an Equal Opportunity Employer; employment with ALC is governed on the basis of merit, competence and qualifications and will not be influenced in any manner by race, color, religion, gender, national origin/ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability or any other legally protected status.
