Associate Director, Information Technology

Social Finance•Boston, MA

1d•Hybrid

About The Position

Social Finance is seeking a highly 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 with an external managed services provider (MSP) to ensure a high-quality user experience. The role owns business platforms used across the organization, including Sage Intacct, Rippling, Affinity, and Salesforce, and develops detailed knowledge of their configuration and data to produce queries and reports for business leaders. The position oversees business applications and reporting, supports implementation and integration projects, manages software licenses and vendor diligence, and identifies opportunities to streamline systems and processes. It also improves end-user support and onboarding, coordinates IT equipment and access, manages the MSP relationship, and supports workplace technology in Boston and satellite offices. The role partners with the AI team on infrastructure, administration, access, integrations, training, and responsible adoption, while maintaining IT processes, security-related communications, documentation, and internal initiatives. The role is based in the Boston office at least two days per week, with the qualifications section also stating the ability to be in office three or more days per week. The position requires presence for new-hire start dates and larger events, and travel to satellite offices 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 currently 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 and ability to write and troubleshoot queries against business systems.
Comfort working with system APIs and light scripting, such as Python or JavaScript, to extract data, build integrations, and automate recurring reporting.
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 a system implementation, conversion, or integration project.
Practical experience using AI tools in a work setting and interest in supporting their responsible adoption.
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 escalations.
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 associated 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 be in the office three or more days per week.
Permanent authorization to work in the United States on a full-time basis.
For in-person attendance at a Social Finance office, client location, or Social Finance-sponsored event, full COVID-19 vaccination, including a booster shot, is currently required.

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.
Familiarity with Rippling, Affinity, or Salesforce.
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; build reports and dashboards for Finance, Talent, Partnerships, and program teams; write SQL against Sage Intacct reporting sources and work with system APIs as needed; and train users to run and interpret reports.
Serve as the technical counterpart to functional owners for Salesforce, Slack, Zoom Voice and Video, SharePoint, Qualtrics, and Adobe.
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 software 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 IT end-user support and new-user onboarding technologies and experiences.
Work with the MSP to resolve user issues promptly, review service levels, identify improvements, and manage strategic projects that support secure systems.
Proactively address potential employee technology pain points.
Manage IT equipment inventory and ensure new employees receive appropriate equipment and access before their start dates; arrange replacement equipment and secure offboarding, including equipment return and access termination.
Introduce new employees to the IT environment, provide hands-on business-tool training, and maintain clear documentation.
Coordinate with the MSP on in-office technology at the Boston office, 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 setups and larger initiatives.
Work from the Boston office at least two days per week; be present for 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, technical troubleshooting, and identification of workflows where AI can reduce manual effort.
Provide technical support to program teams advising clients on technology and AI.
Develop and implement IT processes and procedures; work with Talent and Legal to communicate, train on, and support understanding of 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 as needed.