Senior Director, Technology, Business Systems & Integration

Peak6 Investments-posted 2 months ago

Full-time • Director

Hybrid • Austin, TX

1,001-5,000 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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We Insure is seeking a Senior Director of Technology, Business Systems & Integration to lead our enterprise technology strategy through a pivotal modernization phase. This leader will own the vision and execution of the technology roadmap, upgrading legacy systems, integrating cloud-based platforms, leveraging AI-driven solutions, and ensuring seamless data flow across all core business applications. This is a hands-on leadership role overseeing a team of up to four engineers and managing key vendor partnerships. The ideal candidate brings a builder mindset, combining strategic vision with a roll up your sleeves approach to design, build, and scale modern solutions. They have a proven record of driving technology transformation, executing complex integrations, and aligning technology and AI initiatives with business outcomes in a fast paced, growth oriented environment

Technology Strategy and Roadmap
Develop and execute a modernization roadmap aligned with business goals
Reduce system silos and create real time data connectivity.
Leverage technology to improve efficiency, strengthen customer experience, and enable smarter decisions.
Present strategy and progress to executive leadership.
Builder Mindset and Execution
Combine strategic vision with hands on delivery to build scalable, future ready systems.
Architect and implement modern solutions that replace legacy systems and drive efficiency.
Establish frameworks and tools that support growth and agility.
Foster a culture of ownership, innovation, and continuous improvement
Commercial Acumen and Business Alignment
Connects technology strategy to sales, customer experience, and overall business outcomes.
Skilled at bridging technical and business language, clearly articulating the "why" behind architecture and modernization decisions.
Evaluate build vs. buy decisions, reduce tech debt, and ensure technology investments deliver measurable ROI.
Understands how technology modernization supports growth, efficiency, and competitive advantage.
Project Leadership and Roadmap Execution
Provide hands on leadership in delivering cross-functional initiatives, migrations, and enterprise platform rollouts.
Drive technology transformation by aligning system improvements with business goals and employee needs.
Manage portfolio of initiatives (system integrations, vendor implementation, and application deployment using agile best practices.
Ensure projects are delivered on time, within budget, and in alignment with business priorities.
Systems Integration and Architecture
Oversee the integration of core systems (Applied Epic AMS, InsuredMine CRM, comparative raters, telephony, data warehouse, etc.).
Guide and design enterprise/business system integrations that reduce data silos, improve accuracy, and ensure seamless information flow.
Evolve enterprise architecture by moving from legacy/monolithic systems toward more flexible, service oriented designs.
Process Automation and Optimization
Identify gaps not met by vendor platforms and close them through workflow automation, APIs, or lightweight tools.
Oversee delivery of dashboards, reporting tools, or RPA solutions that improve efficiency and access to real time data.
Ensure all solutions are scalable, reliable, and integrated into the broader enterprise architecture.
AI -Driven Technology Solutions
Lead the rollout of AI chatbots and call routing tools that cut call times and give customers faster, smoother service.
Use AI to automate repetitive tasks, streamline workflows, and fill gaps our vendor platforms don't cover.
Implement AI to clean up data and deliver predictive insights that help the business make smarter, faster decisions.
Vendor Management
Act as primary liaison with technology vendors (Applied Epic, InsuredMine, etc.)
Evaluate third party solutions and negotiate contracts in collaboration with procurement.
Hold vendors accountable to commitments and advocate for enhancements (e.g., APIs, franchise specific features).
Cloud Infrastructure and Security
Oversee cloud infrastructure (primarily AWS) for reliability, scalability, and security.
Coordinate with IT/security resources on data protection, backups, and compliance with insurance data regulations.
Ensure high availability standards across the integrated environment.
Metrics and Reporting
Define and track KPIs for technology operations (e.g., ROI, adoption rates, uptime, response times).
Provide transparent updates to leadership and franchises on progress and impact.
Use data to drive decision making and continuous improvement.

Strong background in enterprise/business systems and integrations, including CRM, telephony, and data warehouse platforms.
Proven track record modernizing frameworks and moving from legacy to secure, scalable, service-oriented architectures.
Demonstrated ability to deliver measurable gains in efficiency, scalability, and reliability.
Skilled at linking technology strategy to sales, customer experience, and business outcomes, and influencing executives with clear communication.
Leadership in cross-functional initiatives, migrations, and enterprise platform rollouts.
Implementation of AI technology solutions with proven results, such as chatbots, call routing, or predictive analytics, that reduce manual work, improve data quality, and enhance customer experience.

Advanced degree or relevant certifications (e.g., Enterprise Architecture, Cloud, Project Management) are a plus but not required.

Medical, Dental, Vision, Life, Pet; Flexible Spending Account
Competitive Salaries
401K Match
Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
Short and Long-Term Disability
Employee Support Programs, Including Mental Health
Tuition Reimbursement
Matching Charitable Gift Program
Lucrative Referral Program

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