Director of Business Systems & Automation

A La C.A.R.T.E. Solutions • Charlotte, NC

8h • $130,000 - $160,000 • Remote

About The Position

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.”

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.
• 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.

Nice To Haves

• 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.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 11-50 employees