Fractional Head of Technology, Business Systems
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Job Description
Fractional technology executive modernizing CRM, AI, and business systems for Kinect Solar. Improving workflows and data operations for a solar equipment supply-chain partner.
Responsibilities:
- Serve as the technology executive accountable for priorities, team direction, providers, and delivery.
- Assess people, processes, systems, and AI opportunities during the initial 90-day engagement and begin targeted fixes.
- Work directly in NetSuite, HubSpot, and AI tools to assess problems, test ideas, and deliver targeted fixes.
- Delegate implementation and specialist work appropriately and ensure staff can use and support the results.
- Choose what to buy, adjust, connect, or build based on business value and ongoing cost.
- Manage providers with work plans, assigned people, deadlines, quality checks, and support commitments.
- Define the technology plan, decision rights, staffing, budget, and success measures.
- Decide whether to improve or replace the current CRM and define the budget, owners, and timeline.
- Put workflow pilots such as call screening or RFQ intake into daily use and measure time savings, accuracy, and staff feedback.
- Review existing Kinect Intelligence work and progress on the WHRFQ project.
- Assess team skills and workload, identify training, hiring, or outside-support needs, and present a staffing plan.
- Deliver tested improvements within approved scope, including customer-record sharing, duplicate prevention, record-ownership rules, user training, and reporting.
- Define the first Kinect Intelligence release for warehouse RFQs, forecasting, and handoff to operations.
- Move selected RFQ steps from emails and spreadsheets into a shared workflow with clear owners and tracked exceptions.
- Recommend subsequent work, including costs, owners, and timing, for leadership approval.
- Address customer access to project information and systems, records, and support arrangements for future buyer review and handover.
- Lead a weekly steering meeting with the board and key executives.
- Maintain a scoreboard covering results, spending, milestones, risks, and decisions needed; record actions and owners and address delays early.
- Report to the CFO and work closely with the CEO, operations leaders, and internal technology team.
Requirements:
- Experience as a Head of Technology or equivalent leader, with personal responsibility for improving business systems and delivering measurable results.
- Proven results improving CRM use, connecting business systems, and reducing manual work with a lean team and limited budget.
- Experience putting AI into daily work, measuring accuracy and time saved, protecting data, training staff, and helping people adapt.
- Experience improving NetSuite, HubSpot, and AI tools, alongside executive responsibility for business systems and teams.
- Ability to build when useful, assess completed work, and assign the right specialists without becoming the sole implementer.
- Understanding of daily operations, forecasts, profit margins, and financial checks; ability to work well with finance, sales, and operations.
- Sound technical judgment, clear communication with leaders, and experience developing staff and managing outside specialists.
- Bonus: Experience in logistics, warehousing, distribution, supply chains, or solar.
- Bonus: Experience managing remote or Latin America-based specialists.
- Bonus: Experience preparing systems for a buyer’s review, handing them to new owners, or combining systems after an acquisition.
- Must be authorized to work in the United States.
- Sponsorship may be relevant for employment visa status.
Benefits:
- Approximately three days per week during an initial 90-day engagement
- Remote work with occasional travel
- Fees and review checkpoints to be agreed
- Opportunity to act within agreed budgets and decision limits without case-by-case approval
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