Head of Technology & Systems

About the Role:

• You will own how technology works and connects at the firm: integrations, data flows, and architecture across every platform.
• Half your time is hands-on: building automations, fixing integrations, configuring platforms, and supporting users. The other half is strategic: setting architecture, choosing vendors, owning data and security, and building a roadmap.

What You'll Do:

• Administer and configure core systems: FileMaker Pro CRM, CallTrackingMetrics, Sakari, ClickUp, Google Workspace, Slack, and Stripe.
• Design and maintain integrations and automations (Zapier, APIs, webhooks) to ensure reliable lead-to-client flow and marketing attribution.
• Set and enforce standards for security, access, data retention, and client confidentiality.

Your First Year:

• First 30 days: learn and stabilize. Meet every team, inventory every system, and fix top pain points.
• Days 31–90: document systems, deliver a current-state architecture map, and present a 12-month technology roadmap and budget.
• Months 4–12: deliver the roadmap, consolidate tools, ensure reliable lead-to-revenue reporting, and train staff.

What Success Looks Like:

• Reliability: broken integrations caught by monitoring before users report them.
• Documentation: 100% of core systems with current configuration docs and named owner.
• Growth: speed-to-lead and share of signed clients with known marketing source.
• Security: MFA and SSO coverage; offboarding completed same day.