IT Director of Automation – Revenue & Sales Systems (n8n / Workato)

Palo Alto Labs•New York, NY

About The Position

We are seeking a Director of Automation to lead enterprise-wide Revenue and Sales automation initiatives across a large, highly integrated B2B SaaS platform operating at global scale. This role owns the strategy, architecture, delivery, and operational excellence of automation across mission-critical revenue workflows—including Lead-to-Cash (L2C), Quote-to-Cash (Q2C), billing, compliance-sensitive handoffs, and downstream financial systems. You will lead a centralized automation function that leverages n8n and Workato as primary orchestration platforms, ensuring that automation is deterministic, auditable, scalable, and revenue-safe. This role partners deeply with Sales, Revenue Operations, Finance, Legal, Product, and Engineering and serves as the executive owner of automation outcomes tied directly to revenue integrity and business growth.

Requirements

12+ years of experience across systems, automation, or integration platforms
5+ years in senior leadership roles owning enterprise-scale automation or platform teams
Deep hands-on and architectural experience with: n8n, Workato
Proven ownership of Revenue and Sales systems automation
Strong background in B2B SaaS revenue models, including: Subscriptions, Usage-based pricing, Multi-entity and multi-jurisdiction operations
Experience orchestrating systems at scale across CRM, billing, ERP, and finance platforms
Strong executive communication and cross-functional leadership skills

Nice To Haves

Experience in highly regulated, compliance-driven SaaS environments
Prior ownership of Quote-to-Cash or Revenue Operations platforms
Familiarity with tax, invoicing, or transaction-classification systems
Experience scaling automation platforms for high-volume, global transactions

Responsibilities

Define and own the enterprise automation strategy for Revenue and Sales systems
Establish standards, governance, and best practices for automation using n8n and Workato
Ensure automation aligns with revenue accuracy, financial controls, audit requirements, and scalability expectations
Drive automation maturity from tactical workflows to platform-level orchestration
Own automation across end-to-end revenue workflows: Lead → Opportunity → Quote → Order → Contract → Billing → Revenue Recognition → Renewal
Ensure seamless orchestration across systems such as: CRM (Sales Cloud, CPQ, Service platforms), Billing and invoicing platforms, ERP and finance systems, Compliance, classification, and transaction services
Partner with RevOps and Finance leaders to improve: Revenue predictability, Quote and billing accuracy, Cycle time reduction, Scalability across geographies and regulatory environments
Lead architectural decisions around: Event-driven and API-based automation, Synchronous vs asynchronous workflows, Error handling, retries, idempotency, and observability
Oversee integrations across CRM, CPQ, billing, ERP, and adjacent platforms
Ensure automation solutions are resilient, monitorable, and production-grade
Build, mentor, and lead a high-performing automation organization including: Automation engineers, Business Systems Analysts, Platform specialists
Own intake, prioritization, and roadmap planning for automation initiatives
Establish delivery excellence across discovery, build, UAT, release, and post-production support
Implement automation governance frameworks: Change management, Versioning and release controls, Auditability and traceability
Ensure revenue-impacting automations meet internal controls and external compliance requirements
Partner with Security, Legal, and Finance on risk assessments and mitigation strategies
Drive production stability, incident response, and continuous improvement