Own the end-to-end systems and data architecture connecting Salesforce, NetSuite, Workato, the Reachdesk SaaS platform and the BI layer, ensuring trusted, timely data flows across Finance, GTM, Product, and Customer teams.
Lead from the front — set technical direction by being in the systems alongside your team, not just reviewing their work.
Lead the transition of systems ownership from various teams, establishing a clear operating model, governance framework, and roadmap that the business trusts and that can evolve as needs change.
Define and enforce data governance, master data management, and integration standards across all systems, safeguarding quality and consistency.
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.
Embed AI into core workflows and decision-making, from forecasting and pipeline insights to customer health, billing, and operational automation, delivering measurable efficiency gains.
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, hands-on 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. Hands-on
experience embedding AI/ML or agentic automation into operational workflows, not just experimenting with it.
NetSuite and/or Salesforce certifications. •
Background working in a UK/US dual-headquartered, 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
Pension with employer contributions (NEST)
Affordable Private Medical 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
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
You will personally own the highest-leverage build and architecture decisions.
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.