Director of Business Systems & Automation

Do You Love Building Systems That Help Businesses Scale?

Are you a hands-on systems leader who loves turning complexity into clarity? Do you enjoy rolling up your sleeves to build, optimize, and integrate business systems—while also shaping the long-term technology strategy behind them? If so, we’d love to meet you.

Join ALC, a fast-growing, fully remote CFO Advisory, Outsourced Accounting, and HR Services firm. We are on a mission to WOW professionally and CARE personally by providing expert guidance, people-centric service, and thoughtfully designed solutions. We believe the combination of strong strategic thinking, practical execution, and a genuinely caring human touch is what allows us to bring clarity, confidence, and peace of mind to the growing organizations and leaders we serve.

We’re Seeking Someone Who:

• Is a builder at heart—energized by designing, configuring, integrating, and improving business systems firsthand
• Enjoys operating as both a strategic leader and an individual contributor, especially in a growing organization
• Thrives in an entrepreneurial, fast-moving environment where ownership and accountability matter
• Values structure and systems, but also brings creativity and flexibility to solve real business problems
• Is excited by emerging technologies, including AI, and thoughtful about how they’re applied in practice
• Wants to play a meaningful role in shaping how a company scales

Who We Are

We are a passionate, people-first team serving privately held, entrepreneurial businesses across the U.S. Our clients span industries including professional services, real estate and property management, data-driven organizations, non-profits, and more. As a remote-first firm, we are intentional about collaboration, communication, and building systems that support both high performance and a great employee experience.

Core Values We Live By

• Speak Your Truth
• Get Sh*t Done
• Team Up
• Be Curious
• Choose Joy

Job Summary

The Director of Business Systems & Automation is a strategic and hands-on leader at ALC responsible for the design, implementation, and ongoing management of the firm’s internal and external business systems. While this role sets the vision and direction for ALC’s systems strategy, it is also a highly execution-oriented role, particularly in its early stages, with direct responsibility for building, configuring, integrating, and maintaining core platforms.

This individual serves as both the architect and operator of ALC’s systems ecosystem—rolling up their sleeves to solve problems, implement solutions, and continuously improve how teams work—while laying the foundation for scalable, sustainable growth.

The Director ensures that business systems are tightly aligned with ALC’s strategic goals by personally overseeing system selection, configuration, integration, and ongoing optimization, and by collaborating closely with leaders across the organization to translate business needs into effective technology solutions. As the driving force behind ALC’s technological evolution, this role champions the adoption of new tools and emerging technologies, including AI; leads system upgrades and enhancements; and establishes structures such as an IT committee to foster a culture of continuous improvement—all in service of delivering on our brand promise to “Wow Professionally, Care Personally.”

Core System in Scope:

·        ClickUp (delivery operations, tasks, templates, workload management) 

·        HubSpot (CRM, marketing automation, sales workflows) 

·        Practice Ignition (proposals, service catalogs, pricing, acceptance workflow) 

·        Timely (time tracking, utilization inputs) 

·        ADP (payroll) 

·        Avoma (AI platform for note taking and meeting recording)

·        QuickBooks Online (financial data and reporting inputs) 

·        Microsoft Office (Excel, Teams, SharePoint/OneDrive, Outlook) 

·        Power BI (dashboards, reporting, performance visibility) 

·        Others as needed

Essential Duties & Responsibilities:

1. Systems Leadership & Ownership: Serve as the strategic owner and hands-on operator of ALC’s business systems. As a department of one (initially), this role requires both setting the long-term vision for ALC’s systems ecosystem and personally executing administration, configuration, integrations, and optimization. This role is ideal for a leader who enjoys building, testing, iterating, and improving systems firsthand while shaping scalable strategy.

2. WOW Professionally: Lead by example in ensuring excellence, innovation, efficiency, and sustainability is at the fore of the various systems and related processes used by ALC and our clients.

3. Strategic Planning & Execution: Identify business requirements and partner with the President to develop a firmwide systems strategy—while simultaneously executing against that roadmap through hands-on system builds, pilots, enhancements, and iterative improvements.

• Emerging Technologies: Research, evaluate, and implement new technologies and software solutions to support evolving organizational and client needs.
• AI Expertise: Provide leadership in the strategy, adoption, and practical application of AI-enabled tools internally and in client-facing solutions.
• Strategic Partnerships: Establish and maintain relationships with software vendors (e.g., Intuit, Oracle, Microsoft) and selectively engage technology consulting partners for specialized coding or API work as needed.

4. Systems Stewardship and Management: Own ALC’s internal and client-facing business systems end-to-end. Personally administer, configure, and optimize platforms including accountant consoles, ClickUp, the Microsoft environment, and client systems such as SAGE, NetSuite, QuickBooks Online, Invoiced, Bill.com, Salesforce, and others.

• System Implementations: Personally lead and execute the design, configuration, testing, and deployment of new systems, owning project planning, timelines, change management, and budgets.
• System Integrations: Design, build, and maintain integrations to ensure seamless data flow, data integrity, and timely, accurate information for end users.
• Systems Optimizations & Management: Execute system upgrades, enhancements, and testing schedules; directly manage permissions, controls, and settings to ensure security, usability, and efficiency.
• Training & Documentation: Develop SOPs, job aids, and best practices; personally provide training, troubleshooting, and ongoing user support.
• Risk, Security, & Compliance: Maintain data integrity, security roles, access controls, and compliance standards; proactively identify and mitigate IT and systems risks.
• IT Vendor Management: Serve as the primary point of contact for third-party IT providers, collaborating on security, reliability, and compliance while retaining internal ownership and accountability.

5.Internal System Optimizations & Data Insights: 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.

6. Client Facing IT/Systems Offerings: Partner with the President to design and launch client-facing IT/systems services that generate revenue.

• Define Success: Establish KPIs to measure client satisfaction, efficiency gains, and revenue impact.
• Future Team Leadership: As the offering scales, provide leadership and strategic direction for the function and collaborate cross-functionally to deliver high-quality client solutions.

7. CARE Personally: Partner with internal and external stakeholders to understand their needs and deliver solutions that enhance the employee and client experience.

• IT Committee Leadership: Establish and lead an IT committee to foster innovation, creativity, and continuous improvement across the organization.
• Trusted Advisor & People First Leader: Act as a trusted advisor on financial and business systems, actively listening to feedback and creating an environment where team members feel empowered to share ideas and improve how we work.

Requirements

• Bachelor’s degree in Computer Science, Business Information Systems, Information Technology, Business Management, or a related field required.
• 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.
• Experience in a professional services environment preferred, 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.
• 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.

Benefits

• Remote work environment, earned flexibility
• Comprehensive benefits including health and dental insurance
• Flexible vacation and a end of year company close
• 401k match
• Fun, friendly, and collaborative culture that thrives on individual and team accountability

**NOTE: We are extremely dedicated to employee engagement and hiring for the long-term. To that end, our recruiting process includes several assessments, the results of which will become part of your entire application. Please also note that all applications are viewed by a human being, and screening question answers are considered as part of your application.

Targeted range for this role is $130,000 - $160,000 annually.

How We Determine What We Pay
As a fully remote employer, ALC determines pay for positions using national and industry-specific survey data. We evaluate external equity and the cost of labor/prevailing wage index in the marketplace for jobs directly comparable to jobs within our company. Our posted salary range is based on national data.

For new hires, we strive to make competitive offers allowing the new employee room for future growth. Salaries will be based on the applicant’s level of experience, education, and specialized knowledge and skills. Additionally, we consider the external market rate, the amount we have budgeted internally, and internal equity within the company for the same position. An employee/candidate with a stronger skill set will receive higher pay.

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.

All offers of employment at ALC are contingent upon clear results of a thorough background check and your ability to provide proof of eligibility to work in the US.