About The Position

Director, Process Innovation and AI Strategy (Finance) Zendesk is seeking an individual to lead a high-impact transformation agenda across the CFO org—optimizing end-to-end processes, scaling automation (including AI), and elevating service quality and control. You will own the strategy, roadmap, and delivery of transformation excellence for all CFO org functions—partnering closely with respective SME’s, shared services teams, IT/Business Systems and cross-functional leaders. This role works directly with the Executive Steering Committee to align priorities, govern risk, and deliver measurable value. This is a career defining opportunity where this role will foster ideation, AI exploration and drive real transformation across the CFO org.

Requirements

  • 12+ years in Finance transformation/process excellence within SaaS or technology; 3+ years leading cross-functional initiatives at Director level or equivalent.
  • Deep domain expertise across O2C, P2P, R2R, and FP&A; experience in a global, shared services environment and partnering with regional teams.
  • Hands-on with process mapping/redesign (e.g., BPMN), operating model design, and service management.
  • Familiarity with ERP (e.g., NetSuite), Billing (e.g., Zuora), CRM (Salesforce), CX (Zendesk), HCM (Workday), Procurement (Coupa), iPaaS (e.g., Workato/MuleSoft), RPA (e.g., UiPath/Automation Anywhere), and analytics (Looker/Tableau/Power BI; Snowflake/SQL a plus).
  • Robust understanding of AI/ML and LLM-enabled tools; able to evaluate vendors, pilot use cases, and scale adoption responsibly.
  • Lean/Six Sigma certification (Black Belt preferred) with a record of measurable improvements.
  • Strong change management and Agile delivery experience; SOX and audit-ready design expertise.
  • Executive presence with exceptional communication; simplifies complexity, aligns stakeholders, and drives decisions.
  • Demonstrated success fostering a culture of AI, automation, and continuous improvement.

Responsibilities

  • Transformation Strategy & Roadmap
  • End-to-End Process Optimization
  • AI & Automation Enablement Culture
  • Stakeholder & Cross-Functional Partnership
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