[Hiring] Director, Business Systems & AI Enablement @Partnerize

Role Description

As Director, Business Systems & AI Enablement, you'll lead how Partnerize uses technology to run a smarter, faster business. You'll own Salesforce and Asana, the core platforms our teams use every day, along with the integrations that connect them to other business systems such as NetSuite, HubSpot, and DocuSign. You'll also bring enterprise AI tools like Google Gemini Enterprise into how we work, so our teams spend less time on manual work and more time on customers and growth.

You'll be a player-coach, leading and developing a small team of two while rolling up your sleeves yourself. One week you might be redesigning a Salesforce sales workflow. The next, you might be building a Gemini agent that removes hours of admin from the Sales team, or presenting ROI results to the executive team.

What you'll own:

• Business systems: the roadmap, intake, delivery, and vendor relationships for Salesforce, Asana, and the integrations that connect them across the business.
• Process optimization: finding friction, redesigning workflows, and making sure data stays clean as we scale.
• AI enablement: rolling out enterprise AI, designing functional agents, driving adoption, and measuring the results.

You won't be doing this alone. You'll be part of a leadership group shaping how Partnerize moves into a human-AI enabled future, with one shared goal: a workplace where people and AI do their best work together.

Key Responsibilities

• Business Systems & Process Optimization
  • Salesforce & Asana ownership: Own the configuration, roadmap, and health of Salesforce and Asana as our primary business platforms, ensuring they scale with the business and support clean, reliable data.
  • Integration oversight: Oversee the integrations between Salesforce and Asana and connected systems, including NetSuite, HubSpot, and DocuSign, so data flows accurately across Sales, Marketing, Finance, and Operations.
  • Process optimization: Find friction in how teams work and redesign processes to improve efficiency, data quality, and scalability.
  • Requirements and solution design: Partner with stakeholders across Sales, Marketing, Finance, and Operations to develop user stories, define solution designs, and write clear business requirements.
  • Agile delivery: Manage intake and triage for business systems requests. Prioritize and maintain backlogs in Jira so developers can deliver smoothly.
  • Hands-on building: Personally configure, prototype, and build solutions (e.g., Salesforce Flows, Asana workflows, Gemini agents) alongside your team.
  • Testing and quality: Own the strategy and execution of user acceptance testing (UAT) so delivered solutions meet business requirements.
  • Change management and enablement: Lead end-user training, documentation, process flows, data dictionaries, and communications for new features and workflow changes.
• AI Enablement & Agent Adoption
  • Enterprise AI platform ownership: Act as the internal product owner for enterprise AI platforms, starting with Google Gemini Enterprise. Manage rollouts, end-user enablement, prompt templates, and feature adoption.
  • Agent and workflow design: Lead the design, testing, and deployment of functional, business-led agents and automated multi-step workflows that remove manual work across teams.
  • AI embedded in core systems: Identify opportunities to embed AI and automation directly into Salesforce and Asana workflows, not just alongside them.
  • AI opportunity delivery: Work with business teams to find high-impact AI use cases. Take them through the Business Performance Optimization evaluation framework, partner on proofs of concept, and lead approved tools from pilot to full rollout.
  • AI governance: Put responsible-use guidelines, data security practices, and access controls into practice for internal AI tools, in partnership with IT, Security, and Legal.
  • Impact measurement: Define, track, and report on business outcomes such as hours saved, cycle-time reduction, and adoption rates, with seat utilization as one input, to show the ROI of AI across departments.
• Leadership & Strategy
  • Team leadership: Lead, coach, and develop a team of two business systems professionals, and manage external consultants as needed. Set clear goals, run performance reviews, and support ongoing growth.
  • Roadmap and prioritization: Own the consolidated Business Systems and AI roadmap across departments. Balance competing requests against company priorities, and explain "No" or "Not Yet" decisions clearly.
  • Vendor and license management: Manage relationships, SLAs, and engagements with software vendors and implementation partners. Oversee renewals and license optimization to control cost.
  • Key partnerships: Work closely with the Director, Product, sharing AI learnings, tools, and vendor insights so internal and product AI efforts stay aligned.
  • Internal champion: Advocate for technology and AI modernization across the company, and communicate the value the Business Systems team delivers to executives and department heads.

Qualifications

• 7+ years of progressive experience in business systems, business process optimization, or enterprise application management.
• Experience leading, coaching, or managing business analysts, systems administrators, or similar roles.
• Bachelor's degree in Information Systems, Computer Science, Business Administration, or a related field, or equivalent practical experience.

Requirements

• Technical Skills
  • Salesforce: Deep hands-on administrator or power-user experience, including automation (e.g., Flows) and data management.
  • Asana or similar work management platforms: Experience configuring and scaling tools such as Asana, Monday.com, Smartsheet, or similar.
  • Integrations: Working knowledge of how core platforms connect to systems like NetSuite, HubSpot, and DocuSign.
  • AI and automation: Practical experience rolling out and driving adoption of commercial AI tools (e.g., Google Gemini Enterprise, ChatGPT Enterprise, Microsoft Copilot).
  • Agile delivery: Experience managing backlogs, prioritizing sprints, and writing user stories in Jira.
• Leadership & Communication
  • Excellent written and verbal communication skills, with the ability to explain technical workflows in clear business language.
  • A collaborative style, with experience delivering results through peer partnerships where ownership is shared across functions.
  • Proven ability to manage executive expectations, work through competing requests, and apply prioritization frameworks with tact.
  • Comfortable in a fast-paced environment with changing priorities and technologies.

Benefits

• Flexible Time Off Policy – Take the time you need
• Enhanced Parental Leave: 16 weeks for birth parent, 8 weeks for non-birth parent at full pay after one year of employment
• Robust Company Sponsored Health & Welfare Benefits
• 401k Plan – 4% employee match
• Enhanced Wellness Program including access to EAP and Wellness Coaching
• Regular company events and activities