Director of Technology & Business Systems

The Director of Technology & Business Systems is the company's senior leader for internal technology, business systems, cybersecurity, automation, applied artificial intelligence, and technology solution enablement. The role is accountable for keeping the technology environment secure and reliable while also using systems, data, integrations, AI, and new technology offerings to make the business easier to operate, more scalable, and more technically capable in the market.

This is a hands-on, business-first technology leadership role with a meaningful sales-engineering and solution-development component. The Director will work directly with executive and department leaders to improve internal operations while also helping evaluate, select, develop, train, and implement new products and software services. The position is expected to move comfortably between technology strategy, vendor and budget oversight, system administration, solution architecture, pre-sales technical support, workflow design, product evaluation, training, and implementation.

Primary Outcomes

• Reliable IT operations and responsive employee technology support.
• Clear ownership and governance of core business systems, data, permissions, and integrations.
• Less duplicate entry, manual administration, disconnected workflows, and spreadsheet dependency.
• Practical AI and automation solutions that produce measurable time, cost, quality, or decision-making improvements.
• Improved cybersecurity, access control, device management, business continuity, and technology risk management.
• Actionable operational reporting and better availability of trusted information across departments.
• Repeatable, technically validated product and software solutions that Sales can confidently position, and Operations can consistently implement and support.
• Effective technical training and enablement for Sales, Engineering, Project Management, Service, and field teams as new technologies are introduced.

Key Responsibilities

Technology Strategy, Governance & Leadership

• Develop and maintain a company-wide technology roadmap aligned with growth, operational priorities, security requirements, and financial objectives.
• Serve as the primary technology advisor to executive leadership and translate business needs into prioritized technology initiatives.
• Establish practical standards for technology architecture, system ownership, documentation, access, lifecycle management, and change control.
• Own technology budgeting, forecasting, vendor management, licensing, renewals, and evaluation of return on technology investments.
• Define and report meaningful KPIs for service performance, system adoption, automation, reliability, risk, cost, and business impact.
• Build scalable technology practices that can support geographic expansion, additional users, and increased operational complexity.
• Maintain a forward-looking view of the company's technology and solution portfolio, identifying products, software services, and partnerships that can strengthen competitive position or create new customer value.

IT Infrastructure, End-User Technology & Support

• Own the internal IT environment, including computers, mobile devices, networking, cloud services, collaboration tools, user accounts, and business applications.
• Establish device standards, lifecycle plans, replacement schedules, inventory controls, and mobile-device management practices for office, remote, and field personnel.
• Develop and manage an effective IT support and ticketing process with clear service levels, escalation paths, documentation, and accountability.
• Manage technology onboarding, offboarding, provisioning, permissions, and access changes in coordination with Human Resources and department leaders.
• Maintain software and hardware inventories, licensing, warranties, renewals, and support documentation.
• Resolve or coordinate resolution of high-impact technical issues that affect business operations.

Business Systems, Platforms & Data

• Own the technology strategy and governance for the company's core operational, finance, sales, field, HR, and collaboration platforms.
• Evaluate how existing systems are configured and used; improve adoption, consistency, permissions, workflows, reporting, and data quality before introducing new platforms.
• Establish clear system owners, administrators, configuration standards, documentation, and support models for critical applications.
• Reduce disconnected workflows and duplicate data entry by improving integrations, APIs, data synchronization, and system-to-system handoffs.
• Partner with business leaders to design systems around effective operating processes instead of allowing technology limitations to drive inefficient workarounds.
• Evaluate and implement new platforms when existing tools cannot meet validated business requirements.

Sales Engineering, Product & Solution Enablement

• Partner with Sales, Engineering, Operations, and Service to translate customer and market requirements into technically sound, commercially practical, and supportable solutions.
• Own the technical evaluation lifecycle for new products and software services, including vendor review, technical due diligence, lab or pilot testing, integration validation, security considerations, and go/no-go recommendations.
• Identify, select, and standardize hardware, software, cloud services, integrations, and emerging technologies that expand or improve the company's solution portfolio.
• Develop repeatable solution architectures, technical standards, deployment approaches, integration patterns, and implementation playbooks that can be consistently estimated, sold, delivered, and supported.
• Support customer-facing technical discovery, solution design, product demonstrations, proof-of-concept efforts, technical presentations, and clarification of scope, assumptions, and integration requirements.
• Lead technical relationships with manufacturers, software providers, and strategic technology partners, including product roadmaps, technical resources, certifications, escalation paths, and early-access opportunities.
• Develop and coordinate product and software training for Sales, Engineering, Project Management, Service, and field teams so new offerings can be positioned and deployed with confidence.
• Lead new technology introductions from evaluation through pilot, first deployment, documentation, training, operational handoff, and ongoing lifecycle review.

Artificial Intelligence, LLMs & Internal Tool Development

• Develop a practical company strategy for AI and large language model adoption focused on clear business use cases and measurable outcomes.
• Design, build, implement, and maintain internal AI assistants, agents, knowledge tools, and LLM-enabled applications where they can improve employee productivity or decision-making.
• Connect AI capabilities to approved internal data sources and business systems where appropriate, with defined security, access, data-handling, and governance controls.
• Identify high-value AI opportunities across Operations, Sales, Finance, Human Resources, Engineering, Service, and executive reporting.
• Evaluate commercial AI solutions against internally developed approaches based on functionality, security, maintainability, adoption, and return on investment.
• Track usage, quality, employee feedback, and business results to continuously improve AI tools after deployment.

Workflow Automation, Integration & Process Improvement

• Work directly with department leaders to map current-state processes, identify bottlenecks, and design improved future-state workflows.
• Determine whether a business problem should be solved through technology, automation, process redesign, training, standardization, or a combination of approaches.
• Build and maintain integrations, automated workflows, approvals, notifications, and data synchronization processes that reduce administrative effort and improve information flow.
• Prioritize automation opportunities based on business value, frequency, risk, maintainability, and measurable time or cost savings.
• Develop dashboards and reporting tools that give leadership timely, actionable operational and financial information.
• Document critical workflows and integrations so the company is not dependent on individual knowledge or undocumented workarounds.

Cybersecurity, Risk & Business Continuity

• Develop and maintain appropriate cybersecurity policies, controls, standards, and operating practices for the size and risk profile of the company.
• Own or oversee identity and access management, authentication, endpoint protection, device security, backups, data protection, and related security controls.
• Coordinate cybersecurity assessments, incident-response procedures, recovery planning, and continuity planning for critical technology services.
• Partner with executive leadership and compliance resources on customer, vendor, insurance, audit, and regulatory technology requirements.
• Identify material technology risks and drive practical mitigation plans, including third-party and vendor-related technology risks.

Cross-Functional Partnership

The role will work closely with leaders across the organization to ensure technology initiatives are grounded in operating requirements and adopted successfully. Key areas of partnership include:

• Operations: Project workflows, resource planning, field technology, project reporting, closeout, quality processes, dashboards, and operational automation.
• Sales: Sales engineering, technical discovery, solution architecture, product and software positioning, demonstrations, proof-of-concept support, CRM utilization, estimating/turnover workflows, and Sales-to-Operations handoffs.
• Finance: System integration, project financial visibility, reporting, data accuracy, controls, and workflow automation.
• Engineering & Field Operations: Product standards, solution design, pilots, field implementation methods, mobile technology, field applications, drawings, documentation, technical information, and access to company knowledge.
• Human Resources: Technology onboarding/offboarding, permissions, device assignment, employee systems, and process automation.
• Executive Leadership: Technology strategy, investment priorities, cybersecurity, AI strategy, business intelligence, scalability, and continuous improvement.
• Manufacturers & Technology Partners: Product roadmaps, technical validation, certifications, integration support, escalation paths, training resources, and strategic technology relationships.

Qualifications

• 8+ years of progressive experience across information technology, business systems, platform administration, automation, systems integration, or related disciplines.
• 3+ years of leadership experience with responsibility for technology strategy, systems, vendors, teams, budgets, or major technology initiatives.
• Demonstrated success improving business processes through technology, integration, automation, or system redesign.
• Strong working knowledge of SaaS platforms, APIs, system integrations, data flows, permissions, reporting, and application administration.
• Hands-on experience implementing workflow automation solutions and integrating business applications.
• Working knowledge of generative AI, large language models, AI agents, retrieval/knowledge solutions, and AI governance concepts.
• Experience building internal AI/LLM applications or integrating commercial AI platforms is strongly preferred.
• Strong understanding of endpoint/device management, identity and access management, networking, cloud-based systems, cybersecurity, backups, and IT support operations.
• Experience in a field-service, construction, systems-integration, project-based, or similar operational business environment preferred.
• Experience in sales engineering, solution architecture, technical pre-sales, product management, or customer-facing technology solution development strongly preferred.
• Demonstrated ability to evaluate new technologies and take a product or software service from technical assessment through pilot, standardization, training, and repeatable operational deployment.
• Experience with physical security, low-voltage systems, systems integration, or related technology solutions is highly desirable.
• Strong project-management, change-management, documentation, communication, and stakeholder-management skills.
• Bachelor's degree in Information Technology, Computer Science, Information Systems, Business, Engineering, or related discipline preferred; equivalent relevant experience will be considered.

Leadership Profile

The successful candidate will operate as a player-coach: strategic enough to set direction and standards, but hands-on enough to understand how systems work, diagnose issues, configure solutions, and lead implementation through adoption.

• Business-first rather than technology-first thinking.
• Strong ownership, urgency, follow-through, and accountability.
• Ability to simplify complex technical issues for non-technical leaders and users.
• Comfort challenging inefficient legacy processes constructively and with data.
• Ability to prioritize based on measurable organizational value rather than novelty.
• Bias toward scalable, maintainable solutions instead of one-off fixes and undocumented workarounds.
• Strong documentation discipline and a focus on reducing organizational dependency on individual knowledge.
• Continuous learning and practical evaluation of emerging technology.
• Comfort operating in a customer-facing technical role and communicating solution value, capabilities, limitations, and implementation requirements with credibility.
• Ability to balance innovation with standardization—introducing new technology only when it can be supported, trained, documented, and scaled.

Measures of Success

Success will be measured by business outcomes—not simply by the number of tools implemented. Key indicators include:

• System reliability, uptime, and employee technology support performance.
• IT ticket response, resolution, and escalation performance.
• Cybersecurity posture, access-control discipline, backup/recovery readiness, and technology compliance.
• User adoption and effective utilization of core business platforms.
• Reduction in duplicate entry, manual administrative work, spreadsheet dependency, and disconnected processes.
• Number and measurable impact of successfully automated workflows and system integrations.
• Adoption, quality, and measurable business value generated by internal AI/LLM tools.
• Improved availability, accuracy, and timeliness of operational and financial reporting.
• Reduction in technology-related operational bottlenecks and workarounds.
• Employee satisfaction with internal technology and systems.
• Technology cost control, vendor performance, and return on technology investments.
• Successful execution of technology initiatives that support company growth and scalability.
• Successful evaluation and launch of new products and software services through a defined technical and business-case process.
• Adoption and proficiency of Sales, Engineering, Operations, Service, and field teams on newly introduced technologies.
• Improved consistency and quality of technical solution design, sales-to-operations handoff, deployment, and support for standardized offerings.

Role Objective

The objective of the Director of Technology & Business Systems is to make technology a durable operational and competitive advantage for the company. The role is responsible not only for keeping internal technology secure and functional, but also for continuously improving how the organization works and how it brings technology solutions to market. Success requires stronger systems and data, integrated platforms, automation, applied AI, disciplined process design, and a repeatable approach to selecting, validating, training, implementing, and supporting new products and software services.