A La C.A.R.T.E. Solutions is hiring a Director of Business Systems & Automation to own the strategic vision and hands-on execution of our firm's internal and client-facing technology platforms. In this role, you will set the direction for our systems strategy while personally building, configuring, and optimizing the core tools that power our operations and services.
What You'll Do
- Serve as the strategic owner and hands-on operator of our business systems, personally executing administration, configuration, integrations, and optimization.
- Lead by example in ensuring excellence, innovation, efficiency, and sustainability in the systems and processes used by our team and our clients.
- Identify business requirements and partner with the President to develop a firmwide systems strategy, while executing against that roadmap through hands-on system builds and improvements.
- 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.
- Own our internal and client-facing business systems end-to-end, personally administering, configuring, and optimizing platforms.
- 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; directly manage permissions, controls, and settings.
- Develop SOPs, job aids, and best practices; personally provide training, troubleshooting, and ongoing user support.
- Maintain data integrity, security roles, access controls, and compliance standards; proactively identify and 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, creativity, and continuous improvement.
- Act as a trusted advisor on financial and business systems, actively 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.
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
The department is a team of one initially. You will be a strategic and hands-on leader reporting directly to the President.
Benefits & Compensation
- Salary range: $130,000 - $160,000 annually
- Remote work environment with 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 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.
