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Director, Business Systems

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further. 

Our team-defined values guide how we show up for each other, for our partners, and for our customers: 

· We succeed together. 

· We embrace progress. 

· We care big. 

· We create space. 

The Role: 

The Director of Business Systems will oversee and optimize the company's internal business systems and technology infrastructure to support key business operations. This position plays a pivotal cross functional role in aligning go to market, finance, operations, and other functions to ensure that business systems are effective, scalable, and secure. You will lead cross-functional teams in the design, implementation, and management of business systems that improve operational efficiency, drive data-driven decision-making, and support business growth. Operating as a player/coach this position will be a strategic and hands on leader, charged with optimizing internal software expenses, leading cross functional planning, and executing detailed coding/scripting work across a diverse range of technologies.

· Priority knowledge: Middleware (Celio), ability to work with a in house custom built solutions (i.e. Customer Portal), Customer payments processing solutions (Stripe, etc.), and ERPs (NetSuite and Zoho), salesforce.com 

· Experience with administering/managiing bank feeds, go to market and operational software would be a plus 

· 8+ years of experience in business systems management, IT strategy, or operations, with a proven track record of leadership in a software or technology-driven environment. 

· 3+ years of experience managing a team of IT professionals or business systems experts. 

· Extensive experience with enterprise systems such as ERP (e.g., NetSuite), CRM (e.g., Salesforce), HRIS, financial management, and related tools

Responsibilities

· Oversee a cohesive strategy for all internal systems, with the exception of those that are specifically leveraged exclusively by the Product & Technology team 

· Manage the Order to Cash technology workflow, including customer invoicing, payments processing, and cash application of payments 

· Ensure internal software functions with high quality and reliability 

· Ensure internal software integrations function in a value added manner, addressing integration issues as required 

· Ensure flawless execution of customer payments technology (Stripe, etc) and maintain PCI compliance 

· Incrementally improve ERP functionality (NetSuite & Zoho), charting a path towards ERP consolidation 

· Implement new software as required to support go to market and financial activities 

· Reduce software customizations to reduce administrative and maintenance burden 

· Achieve software spend reduction goals 

· Proven success simplifying and unstacking internal systems 

· Technical support/system admin for a diverse software set which currently has heavy reliance on custom built APIs and scripts

· Flexible PTO 

· Summer Fridays 

· No meeting Fridays 

· Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage 

· Flexible Spending Account 

· Health Savings Account 

· 401(k) match 

Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer. 

The compensation information below is provided in compliance with job posting disclosure requirements. 

Pay range: $140,000 - $160,000 Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs. 

Depending on the position, compensation may also include commission, bonuses, etc. Potential for bonuses is based on company performance and potential for merit increases is based on performance.

Average salary estimate

$150000 / YEARLY (est.)
min
max
$140000K
$160000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Director, Business Systems, Caret

At CARET, we’re on a mission to revolutionize the way legal and accounting professionals handle their practice management needs. We’re searching for an innovative and driven Director of Business Systems to join our dynamic team. In this pivotal role, you will oversee and optimize our internal business systems and technology infrastructure, enhancing our operational effectiveness and supporting our continued growth. As the Director of Business Systems, you will collaborate closely with cross-functional teams across go-to-market strategies, finance, and operations to ensure our systems are not only effective but also scalable and secure. You’ll be both a strategic leader and a hands-on player, guiding your team while implementing advanced solutions in middleware, ERP systems like NetSuite, and customer payment processing through platforms like Stripe. If you have over 8 years of experience in business systems management, a knack for managing IT teams, and a passion for simplifying and enhancing technical workflows, we want to hear from you. With benefits like flexible PTO, summer Fridays, and an inclusive culture that truly values collaboration and progress, CARET offers an incredible environment where your contributions will directly impact our mission to support our partners and customers alike. Join us in making a difference in our industry!

Frequently Asked Questions (FAQs) for Director, Business Systems Role at Caret
What are the key responsibilities of the Director of Business Systems at CARET?

As the Director of Business Systems at CARET, your key responsibilities will include overseeing internal business systems and technology infrastructure, managing the Order to Cash technology workflow, ensuring high quality and reliability of software functions, and leading system integrations. You’ll also be responsible for improving ERP functionality and reducing software customizations to ease the administrative burden.

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What qualifications are needed for the Director of Business Systems position at CARET?

To be successful in the Director of Business Systems role at CARET, candidates should possess over 8 years of experience in business systems management or IT strategy, with at least 3 years in a managerial capacity. A strong background in enterprise systems such as ERP, CRM, and financial management tools is essential, along with excellent leadership and technical skills.

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What technologies will the Director of Business Systems work with at CARET?

The Director of Business Systems at CARET will work with a variety of technologies, including middleware, custom-built solutions, customer payment processing systems like Stripe, and enterprise resource planning tools like NetSuite and Zoho. Familiarity with Salesforce and HRIS systems is also a plus as they support overall operations.

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How does CARET support professional development for the Director of Business Systems?

At CARET, the professional development of our employees is a key priority. As the Director of Business Systems, you will receive opportunities for ongoing education, training, and mentorship essential for your growth. We encourage innovative thinking and provide a supportive environment where you can lead your teams to explore new technologies and methodologies.

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What is the work culture like for the Director of Business Systems at CARET?

The work culture at CARET is collaborative, forward-thinking, and deeply committed to our values. We prioritize teamwork, progress, and support for one another. Our flexible work environment, including benefits like no meeting Fridays and summer Fridays, fosters a healthy work-life balance, allowing the Director of Business Systems to thrive personally and professionally.

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Common Interview Questions for Director, Business Systems
Can you explain your experience in managing business systems and how it relates to the role of Director of Business Systems?

In your response, emphasize your relevant experience, highlighting specific projects where you streamlined processes or improved system functionality. Discuss your leadership style and how you've successfully led teams to achieve business objectives within a technology-driven environment.

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How would you approach optimizing internal business systems for performance and scalability?

To answer this question, focus on your strategic mindset. Discuss how you would assess current systems, gather input from key stakeholders, and implement prioritized enhancements. Make sure to touch on your experience with integrating different types of software and improving operational workflows.

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What strategies would you use to reduce software customization?

Discuss your approach to identifying existing customizations that can be eliminated by leveraging standard functionalities. Provide examples of how you have successfully streamlined systems in previous roles and how you plan to balance customization with the need for flexibility.

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Describe your experience with ERP systems and how it can benefit CARET in this role.

Highlight your experience with ERP systems like NetSuite or Zoho. Discuss how you've used these tools to improve business processes, manage financial data, and foster better decision-making. Share any specific results or improvements you accomplished in past positions.

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How do you ensure compliance with customer payment technology requirements such as PCI compliance?

Discuss your knowledge of payment processing standards like PCI compliance. Share your processes for continually monitoring systems and ensuring that payment technologies adhere to required guidelines, as well as any experience in audits or compliance checks you've overseen.

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Can you share an experience where you led a cross-functional team to achieve a business objective?

Provide a detailed example of a project where you successfully united multiple departments to reach a specific goal. Discuss your role in facilitating communication, managing team dynamics, and ensuring that each group's contributions align with project objectives.

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What methods do you use to assess the effectiveness of business systems?

Explain your approach to evaluating business system performance, including using key performance indicators (KPIs), gathering user feedback, and analyzing system functionality against business needs. Talk about any tools or frameworks you have implemented for this purpose.

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How do you stay updated with technological advancements in business systems management?

Mention your commitment to professional development through continuous education, attending conferences, and engaging with industry publications. Discuss specific resources or communities you follow to stay ahead of emerging technologies and best practices in the field.

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What experience do you have with document automation and practice management systems?

Share your familiarity with document automation and practice management solutions, particularly how you've implemented or optimized these systems. Highlight any significant improvements in efficiency or productivity you've achieved as a result.

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How do you handle conflicts or challenges within a team setting?

Discuss your approach to conflict resolution, emphasizing communication, active listening, and empathy. Provide an example of a specific conflict you helped resolve and any techniques you used to foster collaboration and understanding among team members.

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Full-time, remote
DATE POSTED
December 27, 2024

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