Director of Business Systems & Automation

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. 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. Experience providing hands-on data analysis support, including designing, building, and maintaining dashboards and reports. Experience in a professional services environment preferred. ClickUp experience strongly preferred, including administration, workflow design, templates, and automation. CITP or similar certifications desired, but not required. Strong strategic thinking and problem-solving abilities. Excellent communication skills, both written and verbal.

Serve as the strategic owner and hands-on operator of business systems. Develop a firmwide systems strategy and execute against the roadmap. Research, evaluate, and implement new technologies and software solutions. Provide leadership in the strategy, adoption, and practical application of AI-enabled tools. Establish and maintain relationships with software vendors. Own business systems end-to-end, including administration, configuration, and optimization. Lead and execute the design, configuration, testing, and deployment of new systems. Design, build, and maintain integrations for seamless data flow. Execute system upgrades, enhancements, and testing schedules. Develop SOPs, job aids, and best practices; provide training and user support. Maintain data integrity, security roles, access controls, and compliance standards. Serve as the primary point of contact for third-party IT providers. Lead continuous improvement initiatives to enhance system performance and efficiency. Develop KPIs, dashboards, and reports to monitor system health. Partner to design and launch client-facing IT/systems services. Establish KPIs to measure client satisfaction, efficiency gains, and revenue impact. Provide leadership and strategic direction for the function as it scales. Establish and lead an IT committee. Act as a trusted advisor on financial and business systems.