Director of Business Systems

CARBO•Fort Worth, TX

5d•Onsite

About The Position

The Director of Business Systems owns how Equify’s core business applications support the company’s work. This is a hands-on, high-ownership product ownership role working directly with business units to identify problems, clarify requirements, determine whether solutions call for system fixes, configuration or process changes, vendor remediation, training, or new development, and remain accountable through testing, rollout, and results. The role owns intake and prioritization of system change requests and maintains the roadmap for core platforms in partnership with the CTO. Equify’s technology team is small and works with internal engineers and external partners; this position defines work internally before vendors are engaged and has meaningful authority over what work is undertaken and in what order. The Director reports directly to the CTO. Equify’s connected core platforms cover origination, servicing, CRM, and accounting, supported by a data lakehouse. The position develops working knowledge of these systems and distinguishes system limitations from business process issues. The role also partners with reporting and analytics to define business measures and uses modern AI tools to accelerate research, documentation, analysis, and requirements work. This is an in-office position at Equify’s Fort Worth, Texas offices and is not eligible for remote or hybrid work. The work involves prolonged periods sitting at a desk and using a computer, occasional lifting of up to 15 pounds, positioning to install equipment including under desks, and moving throughout the building to access files. The employee must be able to follow written and oral instructions, work through frequent interruptions, exercise discretion and independent judgment, and communicate clearly by phone and with coworkers.

Requirements

High school diploma or equivalent.
At least 5 years of experience in a product owner, product manager, business analyst, or business systems role.
Background in commercial finance, lending, or leasing, with working command of origination, credit, servicing, and collections processes and terminology.
Demonstrated ownership of work from requirements through production, including user acceptance testing.
Hands-on experience with enterprise line-of-business systems such as lending, servicing, ERP, or CRM platforms.
Strong verbal communication and judgment when communicating with business users, executive leadership, engineers, and vendors.
Strong written communication for requirements, process documentation, and test plans.
Ability to work directly with business users at every level, ask clarifying questions, challenge assumptions, and decline requests when appropriate.
Experience coordinating external vendors and implementation partners against a defined scope.
Comfort working through ambiguity and setting priorities without heavy process or structure.
Technical fluency to interpret data, understand system integrations, and engage credibly with engineers without performing development work.
Working proficiency with SQL, or ability to develop it quickly.

Nice To Haves

Direct experience in equipment finance or specialty lending.
Experience with Salesforce, a major loan origination or servicing platform, Microsoft Dynamics Business Central, or a modern data platform such as Databricks.
Product owner or product management experience, regardless of prior job title; demonstrated ownership of outcomes is emphasized over title.

Responsibilities

Serve as the technology point of contact for business units across origination, servicing, collections, accounting, and asset management.
Translate business needs into written requirements, user stories, and acceptance criteria that engineers or vendors can act on directly.
Resolve issues through appropriate means, including configuration changes, process changes, vendor remediation, user training, or new development.
Define and scope work before engaging external resources, ensuring vendor engagements begin with documented requirements.
Design and run user acceptance testing, including test plans, tester coordination, and acceptance decisions.
Own intake and prioritization of system change requests across the business, including declining requests and explaining the rationale.
Maintain the roadmap for core platforms in partnership with the CTO.
Document current-state business processes and system configurations and maintain documentation as systems change.
Hold vendors and implementation partners accountable to defined requirements, timelines, and quality.
Distinguish system limitations from process issues and pursue the appropriate remedy for each.
Own each initiative’s outcome as well as its delivery, confirming that changes address the scoped business problem.
Partner with reporting and analytics to define the measures the business needs.
Use modern AI tools to accelerate research, documentation, analysis, and requirements work.