Fractional Head of Technology, Business Systems

This is a fully remote position, open to applicants in Texas.

📋 Description

• Act as the technology executive responsible for setting priorities, guiding the team, managing providers, and ensuring delivery.

• Evaluate personnel, workflows, systems, and AI opportunities during the first 90 days and initiate targeted improvements.

• Engage directly with NetSuite, HubSpot, and AI tools to identify issues, experiment with solutions, and implement specific fixes.

• Appropriately delegate implementation tasks and specialist work, ensuring staff are equipped to utilize and support the outcomes.

• Make decisions regarding purchases, modifications, integrations, or developments based on business value and ongoing expenses.

• Oversee providers with structured work plans, designated personnel, deadlines, quality checks, and support obligations.

• Establish the technology strategy, decision-making authority, staffing requirements, budget, and success metrics.

• Determine whether to enhance or replace the existing CRM and outline the budget, accountable parties, and timeline.

• Implement workflow pilots such as call screening or RFQ intake into daily operations and evaluate time savings, accuracy, and employee feedback.

• Review the current Kinect Intelligence initiatives and progress on the WHRFQ project.

• Analyze team capabilities and workload, identify needs for training, hiring, or external support, and present a staffing strategy.

• Deliver validated enhancements within the approved scope, including customer record sharing, duplicate prevention, record ownership protocols, user training, and reporting.

• Define the initial Kinect Intelligence release for warehouse RFQs, forecasting, and transition to operations.

• Transition selected RFQ processes from emails and spreadsheets into a collaborative workflow with distinct ownership and tracked exceptions.

• Propose follow-up tasks, including costs, responsible parties, and timelines, for leadership endorsement.

• Facilitate customer access to project details, systems, records, and support frameworks for future buyer assessments and transitions.

• Lead a weekly steering committee meeting with the board and key executives.

• Maintain a dashboard that monitors outcomes, expenditures, milestones, risks, and necessary decisions; document actions and responsibilities and address delays proactively.

• Report directly to the CFO and collaborate closely with the CEO, operations leaders, and the internal technology team.

⛳️ Requirements

• Experience as a Head of Technology or in a comparable leadership role, with direct accountability for enhancing business systems and achieving measurable outcomes.

• Demonstrated success in optimizing CRM usage, integrating business systems, and minimizing manual tasks with a streamlined team and constrained budget.

• Experience integrating AI into routine operations, measuring accuracy and time savings, safeguarding data, training personnel, and facilitating adaptation.

• Proficiency in enhancing NetSuite, HubSpot, and AI tools, along with executive accountability for business systems and teams.

• Capability to build when necessary, evaluate completed projects, and assign suitable specialists without being the sole implementer.

• Comprehension of daily operations, forecasts, profit margins, and financial assessments; ability to collaborate effectively with finance, sales, and operations teams.

• Strong technical judgment, effective communication with leadership, and experience in developing staff and managing external specialists.

• Bonus: Background in logistics, warehousing, distribution, supply chains, or solar industries.

• Bonus: Experience leading remote teams or specialists based in Latin America.

• Bonus: Experience in preparing systems for buyer due diligence, transitioning them to new owners, or consolidating systems post-acquisition.

• Must possess authorization to work in the United States.

• Sponsorship may be applicable for employment visa status.

🏝️ Benefits

• Approximately three days per week during an initial 90-day engagement.

• Remote work with occasional travel requirements.

• Fees and review milestones to be established through agreement.

• Opportunity to operate within defined budgets and decision-making limits without the need for case-by-case approval.