Director of Systems and Processes
About The Position
The Director of Systems & Processes serves as the technical execution owner of Stonegrove's revenue operating systems. Working alongside the VP of Revenue Operations, this role is responsible for configuring, maintaining, documenting, and improving the systems that support our lead-to-cash operating model. This is a hands-on position for someone who enjoys solving operational problems, improving data quality, configuring CRM workflows, supporting integrations, training users, and helping operating companies successfully adopt standardized processes. This role is ideal for someone who enjoys working at the intersection of business operations and technology. Success in this position requires curiosity around how systems connect, how data flows between platforms, and how integrations, APIs, automation, and reporting infrastructure can improve operational efficiency and decision making. If you enjoy building systems that people actually use, this role was built for you.
Requirements
- 5+ years of experience owning CRM, revenue systems, sales operations, business systems, or process improvement
- Experience configuring and supporting CRM platforms (AccuLynx strongly preferred)
- Experience improving data quality, reporting accuracy, and operational workflows
- Strong understanding of lead-to-cash business processes
- Experience training users and supporting system adoption
- Ability to document workflows, standards, and operating procedures
- Strong analytical and problem-solving skills
- Comfortable working with both executive leadership and field users
- Willingness to travel to Partner locations as needed
Nice To Haves
- Roofing, restoration, construction, or home services industry
- AccuLynx administration or configuration
- Sage ERP integration or financial workflow knowledge
- CRM implementations and workflow redesign
- API integrations and reporting platforms
- Private equity or multi-location operating environments
Responsibilities
- Configure and maintain AccuLynx workflows, fields, permissions, templates, and standards
- Support system configuration across HubSpot, CompanyCam, financing platforms, estimating tools, and related revenue systems
- Execute approved system improvements and document configuration changes
- Maintain CRM governance while balancing platform consistency with approved local flexibility
- Monitor system usage and identify missing, inconsistent, or inaccurate data
- Support partner data cleanup initiatives
- Improve lead source tracking, workflow accuracy, financing visibility, and reporting inputs
- Partner with reporting teams to improve dashboard reliability and forecasting accuracy
- Support implementation of revenue systems across existing and newly acquired Partners
- Participate in system audits, cleanup efforts, rollout planning, and post-launch support
- Work alongside local Partner champions to reinforce adoption and resolve technical issues
- Train office, sales, production, and field teams on system workflows and operating standards
- Create practical job aids, documentation, walkthroughs, and training materials
- Facilitate virtual and in-person training sessions
- Help users understand not just how to use the system, but why accurate data matters
- Maintain documentation for approved configurations and workflows
- Monitor administrative permissions and recommend governance improvements
- Help prevent configuration drift across the platform
- Support the ongoing evolution of the Stonegrove Operating System
Benefits
- Unlimited PTO
- 401(k) matching
- Flexible schedule
- Medical, dental, and vision insurance
- 401(k)
- Remote position with travel to Partner locations
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
