management
Posted May 1Head of Business Systems & Operations
New York, United StatesOn-site
Responsibilities
- Own the end-to-end systems and data architecture connecting Salesforce, NetSuite, Workato, the Reachdesk SaaS platform and the BI layer.
- Lead the transition of systems ownership into Business Operations and establish a clear operating model, governance framework, and roadmap that the business trusts and that can evolve as needs change, ensuring trusted, timely data flows across Finance, GTM, Product, and Customer teams.
- Lead from the front by setting technical direction from being in the systems alongside your team, not just reviewing their work.
- Define the go-forward BI architecture, ownership model, and roadmap..
- Establish an AI governance framework to embed AI into core workflows and decision-making, from forecasting and pipeline insights to customer health, billing, and operational automation, delivering measurable efficiency gains.
- Define and enforce master data management and integration standards across all systems.
- Build, lead, and develop a small, high-performing team of systems and operations specialists, and manage external delivery partners where needed.
- Own vendor relationships, contracts, and roadmaps for our core SaaS stack, ensuring we get value, leverage, and influence over product direction, with a focus on finding efficiencies and cost savings.
- Define and report on system health, data quality, and operational efficiency KPIs to the executive team and Board where relevant. About You
Requirements
- You will be responsible for connecting Finance, GTM, Product, and Customer teams through a single, trusted system landscape, ensuring data flows cleanly across Salesforce, NetSuite, Workato, and our BI layer.
- You will have full autonomy to design, govern, and evolve this ecosystem while embedding AI into core workflows and decision making.
- You are as comfortable in a Salesforce flow, a NetSuite saved search, or a Workato recipe as you are in a strategy meeting.
- You bring a hands-on operator mindset: you understand that great systems exist to make the business faster, sharper, and more accountable, and you measure your success by the decisions and outcomes they enable. Must-have
- Deep expertise across Salesforce and NetSuite, including a track record of designing and evolving the integration layer between them. Strong
- experience with iPaaS platforms (Workato strongly preferred) and modern BI tooling.
- Demonstrated ability to design and operate a closed-loop architecture, covering quote-to-cash, lead-to-revenue, and customer lifecycle, in a multi-entity, multi-currency environment.
- Robust data governance and master data management discipline, with a clear point of view on ownership, lineage, and quality.
- Excellent stakeholder management, particularly with Finance and GTM leadership, and the ability to translate technical decisions into commercial impact. People leadership
- experience with a coaching mindset, and the ability to build a small team that punches above its weight. Preferred
- Experience in a PE-backed, high-growth SaaS environment with tight financial control requirements.
- Familiarity with multi-stream revenue models (e.g. SaaS combined with services, marketplace, or fulfillment) and the revenue recognition complexity they bring. •
- Experience embedding AI/ML or agentic automation into operational workflows, with named use cases, governance, adoption controls, and measurable business outcomes.
- NetSuite and/or Salesforce certifications. •
- Background working in a scaling SaaS business, comfortable operating across time zones and entities. The Benefits
Experience
- 8+ years in Business Systems, RevOps, or BizTech leadership roles within B2B SaaS, with at least 3 years leading a function or team.
Benefits
- Competitive salary with generous stock options
- 401(k) with employer match
- Medical, dental & vision insurance, including mental health support and fast access to care
- Flexible PTO that increases the longer you’re with us, plus extra flexibility for life’s unexpected moments
- Compensation is based on standardised salary ranges by role, level, and location, benchmarked against similar-sized companies.
- US Salary $130,000 — $160,000 USD
Additional details
- Reachdesk is the first truly end-to-end global SaaS gifting and swag platform, helping B2B companies create meaningful connections with prospects, customers, and employees, while driving measurable ROI.
- We believe gifting is more than just a transaction: it’s about building genuine human connections that fuel business growth.
- Whether you’re engaging prospects, celebrating customers, or recognizing employees, our platform makes it easy to deliver personalized gifts, branded swag, and unforgettable event & brand experiences at scale through automated sourcing, storage, and global delivery.
- As the Head of Business Systems & Operations at Reachdesk, you will own and shape the systems and data architecture that underpin how the business operates.
- This is a high impact role where you will define how the business uses its systems, not just maintain them.
- You will join at a critical stage as we complete our closed-loop architecture and transition ownership from product into the business.
- This role is particularly suited to someone who enjoys creating order from complexity: building a reliable, scalable foundation that the business trusts, enabling faster decisions, stronger financial control, and a step change in operational efficiency across Reachdesk. Your Responsibilities
- Complete and continuously evolve this architecture so every core process is underpinned by clean data and reliable automation.
- Partner closely with Finance, RevOps, Customer Operations, and Product to translate business priorities into scalable system solutions, balancing speed of delivery with long-term architectural integrity.
- You are a strategic systems leader with strong technical instincts and a pragmatic builder mentality.