Required Sr. Director of Business Applications & Systems
About the Role:
You are the guardian of our source of truth. We run on a stack of 25+ interconnected SaaS tools, Salesforce, HubSpot, NetSuite, Workato, Gong, Outreach, IronClad, Okta, and more, and when that stack misfires, every team in the company feels it. Your job is to make sure it doesnt.
But ownership isnt just maintenance. As we scale our GenAI capabilities across the company, the quality of our core systems becomes the foundation everything else is built on. Youll be the one who ensures that when our GenAI Builder, our RevOps team, or our Finance team needs data, its clean, current, and accessible. Youre not a systems administrator. Youre the person who decides alongside with the business opener what the core stack looks like, how it grows, and how to build our agentic layer on top of it.
Youll manage a small team alongside a curated bench of specialized freelancers and subcontractors for deep technical work, and youll be the escalation point when things break. You report directly to the CFO.
About the Role:
You are the guardian of our source of truth. We run on a stack of 25+ interconnected SaaS tools, Salesforce, HubSpot, NetSuite, Workato, Gong, Outreach, IronClad, Okta, and more, and when that stack misfires, every team in the company feels it. Your job is to make sure it doesnt.
But ownership isnt just maintenance. As we scale our GenAI capabilities across the company, the quality of our core systems becomes the foundation everything else is built on. Youll be the one who ensures that when our GenAI Builder, our RevOps team, or our Finance team needs data, its clean, current, and accessible. Youre not a systems administrator. Youre the person who decides alongside with the business opener what the core stack looks like, how it grows, and how to build our agentic layer on top of it.
Youll manage a small team alongside a curated bench of specialized freelancers and subcontractors for deep technical work, and youll be the escalation point when things break. You report directly to the CFO.
Requirements:
Mindset:
You treat the stack as a product, not a utility, with a roadmap, clear ownership, and a bias toward simplicity
Youve inherited over-engineered systems before and taken pride in cleaning them up
You can say no to complexity, and explain why in business terms
Service-oriented, Business partner mindset
Experience:
8-12 years in a Business Applications, RevOps, or IT Systems leadership role at a B2B SaaS company, managerial experience- MUST
Hands-on Salesforce administration (required); at least two of: HubSpot, NetSuite, JIRA-MUST
Proven track record managing integrations via iPaaS platforms (Workato, Make, or equivalent)- MUST
Experience managing and delivering through external vendors and freelancers- MUST
Exposure to FP&A workflows, procurement, or financial reporting is a meaningful plus
Technical Skills:
Salesforce
Deep understanding of SFDC architecture: object model, custom objects, schema design, field relationships- MUST
Proficient with Flow Builder, validation rules, formula fields, and permission sets/profiles/sharing rules- MUST
Comfortable with data management: data loader, deduplication, record types- MUST
Basic to intermediate Apex and SOQL, enough to read, debug, and scope developer work
Integration & Systems:
Hands-on Workato or equivalent iPaaS: recipe design, error handling, monitoring- MUST
Proficient with REST APIs, webhooks, OAuth, and JSON; able to debug calls in Postman
Familiar with NetSuite structure (subsidiaries, COA, saved searches) at a conceptual level
Okta or equivalent SSO/identity platform: user provisioning, group assignment, app integration- MUST
AI & Tooling:
Able to operate Claude Code or equivalent AI coding assistants to build lightweight scripts without a dev team- MUST
Comfortable with prompt engineering for operational tasks: data processing, routing, documentation- MUST
Python or JavaScript scripting for API calls, data manipulation, and automation
SQL and BI tools (Metabase, Looker Studio, or similar) for reporting and dashboard work- MUST
Business Data Infrastructure:
Working understanding of ELT architecture: how data moves from SaaS source systems into a centralized data store, and why that separation matters for performance and governance – MUST
Familiar with at least one cloud data warehouse or lakehouse platform: BigQuery, Snowflake, Redshift, or Databricks, able to run queries, manage schemas, and understand access controls
Basic SQL for querying and validating data in the warehouse layer; able to write and review transformation logic
Awareness of data transformation tooling (dbt or equivalent) at a conceptual level, enough to scope and QA work done by a specialist
Understanding of data governance principles for business data: schema documentation, access control, PII handling, data freshness SLAs.
Mindset:
You treat the stack as a product, not a utility, with a roadmap, clear ownership, and a bias toward simplicity
Youve inherited over-engineered systems before and taken pride in cleaning them up
You can say no to complexity, and explain why in business terms
Service-oriented, Business partner mindset
Experience:
8-12 years in a Business Applications, RevOps, or IT Systems leadership role at a B2B SaaS company, managerial experience- MUST
Hands-on Salesforce administration (required); at least two of: HubSpot, NetSuite, JIRA-MUST
Proven track record managing integrations via iPaaS platforms (Workato, Make, or equivalent)- MUST
Experience managing and delivering through external vendors and freelancers- MUST
Exposure to FP&A workflows, procurement, or financial reporting is a meaningful plus
Technical Skills:
Salesforce
Deep understanding of SFDC architecture: object model, custom objects, schema design, field relationships- MUST
Proficient with Flow Builder, validation rules, formula fields, and permission sets/profiles/sharing rules- MUST
Comfortable with data management: data loader, deduplication, record types- MUST
Basic to intermediate Apex and SOQL, enough to read, debug, and scope developer work
Integration & Systems:
Hands-on Workato or equivalent iPaaS: recipe design, error handling, monitoring- MUST
Proficient with REST APIs, webhooks, OAuth, and JSON; able to debug calls in Postman
Familiar with NetSuite structure (subsidiaries, COA, saved searches) at a conceptual level
Okta or equivalent SSO/identity platform: user provisioning, group assignment, app integration- MUST
AI & Tooling:
Able to operate Claude Code or equivalent AI coding assistants to build lightweight scripts without a dev team- MUST
Comfortable with prompt engineering for operational tasks: data processing, routing, documentation- MUST
Python or JavaScript scripting for API calls, data manipulation, and automation
SQL and BI tools (Metabase, Looker Studio, or similar) for reporting and dashboard work- MUST
Business Data Infrastructure:
Working understanding of ELT architecture: how data moves from SaaS source systems into a centralized data store, and why that separation matters for performance and governance – MUST
Familiar with at least one cloud data warehouse or lakehouse platform: BigQuery, Snowflake, Redshift, or Databricks, able to run queries, manage schemas, and understand access controls
Basic SQL for querying and validating data in the warehouse layer; able to write and review transformation logic
Awareness of data transformation tooling (dbt or equivalent) at a conceptual level, enough to scope and QA work done by a specialist
Understanding of data governance principles for business data: schema documentation, access control, PII handling, data freshness SLAs.
This position is open to all candidates.
