Associate Director, Information Technology

Social Finance•Boston, MA

2d•Hybrid

About The Position

Social Finance, a national nonprofit and registered investment adviser, is seeking a responsive, proactive, independent, and mission-oriented technologist to own its technology environment. Reporting to the Chief Financial Officer, the Associate Director of Information Technology manages critical technology capacities supporting employees and works alongside an external managed services provider (MSP) to deliver a strong user experience. The role owns key business platforms—including Sage Intacct, Rippling, Affinity, and Salesforce—and develops deep knowledge of their configurations and data structures. The Associate Director builds queries and reports so business leaders can access useful information, manages enterprise systems and their integrations, and evaluates new platforms. The position also oversees end-user support and onboarding, vendor and MSP relationships, equipment, workplace technology, and IT processes and security practices. The role partners with the AI team on infrastructure, platform administration, access, licensing, integrations, training, and troubleshooting. It also identifies opportunities to apply AI to organizational workflows and provides technology support to program teams. The position is based in the Boston office, requires in-office work at least three days per week, and involves supporting satellite offices remotely and traveling as needed. Applicants must be permanently authorized to work in the United States on a full-time basis. In-person attendance at Social Finance offices, client locations, or sponsored events requires full COVID-19 vaccination, including a booster.

Requirements

At least five years of IT user support experience and the ability to communicate technical information effectively.
Working proficiency in SQL, including the ability to write and troubleshoot queries against business systems.
Demonstrated experience administering business software platforms and building reports or dashboards from systems of record, such as accounting, human resources, or CRM systems.
Experience supporting system implementation, conversion, or integration projects.
Experience implementing, troubleshooting, and maintaining Google Suite, including Gmail and Google Drive, in a professional setting.
Experience managing vendors or an outsourced service provider, including service-level discussions and escalation.
Ability to work independently and as part of a team, take ownership, and take on additional responsibilities as appropriate.
Excellent written and verbal communication skills, including technology documentation, user instructions, inventory tracking, and reporting.
Self-motivated, adaptable, hands-on, and able to troubleshoot and manage multiple priorities.
Commitment to enhancing a team culture of inclusion, belonging, and equity.
Ability to work in the office three or more days per week.
Permanent authorization to work in the United States on a full-time basis.

Nice To Haves

Experience leading an IT support or helpdesk function.
Experience building reports in Sage Intacct, including SQL-based reporting sources and the Interactive Custom Report Writer.
Comfort working with system APIs and light scripting, such as Python or JavaScript, to extract data, build integrations, and automate recurring reporting.
Familiarity with Rippling, Affinity, or Salesforce.
Practical experience using AI tools in a work setting and interest in supporting their responsible adoption.
Experience in a fast-paced professional services environment.

Responsibilities

Own the portfolio of business applications and maintain an inventory of systems, functional owners, integrations, renewal dates, and costs.
Administer Sage Intacct, Rippling, and Affinity, and serve as the technical counterpart to functional owners of Salesforce, Slack, Zoom Voice and Video, SharePoint, Qualtrics, and Adobe.
Build customized reports and dashboards for Finance, Talent, Partnerships, and program teams, writing SQL against Sage Intacct reporting sources and working with system APIs where needed; train business users to run and interpret reports.
Support the second phase of the Rippling implementation, including conversion of accounts payable from Bill.com and integration between Rippling and Sage Intacct.
Identify system integration opportunities, reduce duplicate data entry, and retire redundant tools.
Manage application licenses, including procurement, security assessment, contracting, and renewal, in collaboration with Finance and Legal.
Evaluate proposed platforms by leading requirements gathering, vendor diligence, security review, implementation, and change management.
Improve end-user and new-user onboarding technologies and experiences, and coordinate with the MSP on user issues, service levels, improvements, and strategic projects.
Manage IT equipment inventory, ensure employees have appropriate equipment and access before their start dates, coordinate replacement equipment, and securely handle offboarding and access termination.
Introduce new employees to the IT environment, provide hands-on training on business tools, and maintain clear documentation.
Work with the MSP to manage and maintain Boston office technology, including printers, copiers, video conferencing equipment, cables, telephones, loaner laptops, and other devices.
Support Office Heads in San Francisco, Austin, and Washington, D.C. remotely, and travel as needed for setup and larger initiatives.
Work from the Boston office at least three days per week and attend all new-hire start dates and larger events such as Board meetings and team offsites.
Partner with the AI team on infrastructure, platform administration, access and license management, and integration of AI tools with business systems.
Support organization-wide AI adoption through training, documentation, troubleshooting, and identification of workflows where AI can reduce manual effort.
Provide technical support to program teams as they advise clients on technology and AI.
Develop and implement IT processes and procedures, and work with Talent and Legal to communicate, train on, and clarify security policies.
Monitor technology and industry developments and provide recommendations, project plans, implementation management, communications, and training.
Maintain documentation of systems, access, and configurations, and support other internal IT initiatives.