General Description

The Director - Sales & Service Technology at GuidePoint Security is the accountable technology leader for the Salesforce-centered and adjacent platforms, integrations, and business processes supporting sales, service delivery, professional services, finance handoffs, and business operations. This is an ownership role, not a coordination-only role, ensuring Sales & Service technology initiatives create measurable business value, align to Business Analyst-led requirements and architect-approved designs, and are delivered through disciplined engineering, release quality, adoption, support, and continuous improvement. The Director must bring strong technical aptitude, business process fluency, and ownership-minded leadership to challenge designs, evaluate tradeoffs, guide delivery teams, and drive platform health across Salesforce, Certinia PSA, Quote-to-Cash capabilities, ZoomInfo, Outreach, integrations, Data Cloud, Agentforce, and AI-enabled capabilities. This leader drives change, innovation, and process maturity by facilitating executive, business, architectural, technical, vendor, and delivery conversations across the ownership cycle from strategy through operational support.

Roles and Responsibilities:

• Own the Sales & Service technology operating model, platform strategy, roadmap alignment, governance framework, and execution plan across Salesforce-centered and adjacent Sales & Service platforms in alignment with corporate objectives and enterprise architecture standards.
• Drive business process transformation across sales operations, lead-to-cash, quote-to-cash, PSA/Certinia, professional services delivery, finance handoffs, reporting, automation, and operational maturity.
• Own alignment between internal business outcomes, Business Analyst-led requirements, architect-approved solution designs, technical delivery decisions, resource plans, and long-term platform direction.
• Facilitate executive, business process, architectural, technical, vendor, and delivery conversations to drive clear decisions, prioritization, accountability, change adoption, and measurable outcomes.
• Partner with Business Analysts, architects, and project management to translate business needs into process flows, requirements, scalable designs, acceptance criteria, delivery plans, and implementation readiness.
• Manage complex Sales & Service technology projects and cross-functional initiatives in collaboration with project management, coordinating milestones, dependencies, risks, communications, and delivery commitments.
• Maintain backlog and sprint discipline in partnership with project management, ensuring sprint priorities, scope, readiness, dependencies, carryover, and delivery commitments remain visible and actionable.
• Ensure effective resource alignment and utilization across technology workstreams by balancing internal capacity, vendor support, technical dependencies, business priorities, and delivery risk.
• Provide hands-on technical leadership across Salesforce and related platforms, including Sales Cloud, Service Cloud, Revenue Cloud/CPQ, Certinia PSA, Data Cloud, Flow, Apex, Lightning Web Components, APIs, integrations, middleware, automation, ZoomInfo, Outreach, and other Sales & Service tools.
• Own integration, data flow, licensing, vendor coordination, and adoption considerations for adjacent Sales & Service platforms supporting prospecting, account enrichment, sales engagement, pipeline management, service delivery, and customer operations.
• Challenge solution designs and technical tradeoffs to ensure Sales & Service technology solutions are scalable, secure, maintainable, performant, and aligned to business process standards.
• Maintain platform health, security, and scalability by managing technical debt, data quality, permissions, integrations, platform limits, licensing, vendor/tool governance, adoption, and operational stability.
• Oversee Salesforce DevOps, release, and production readiness practices, including sandbox strategy, metadata and version control, CI/CD, release communications, and partnership with QA teams to build functional, regression, integration, and UAT test coverage.
• Lead technology innovation and AI enablement, including Agentforce, Einstein, Data Cloud, and automation use cases, while ensuring responsible governance, access controls, validation, observability, and operational readiness.
• Establish and monitor technology delivery metrics, platform KPIs, backlog health, release performance, adoption, executive reporting, and business process outcomes.
• Lead and develop the internal technology delivery team while managing external vendors, managed service providers, and implementation partners to augment capacity and delivery quality.
• Other duties as assigned.

Required Experience:

• Proven leadership experience in enterprise Sales & Service technology, business systems, CRM, revenue operations, PSA, sales engagement, data enrichment, or Salesforce platform environments.
• Strong understanding of end-to-end business processes such as quote-to-cash, sales operations, service delivery, revenue operations, finance handoffs, reporting, and operational business processes.
• Deep technical fluency across Salesforce and adjacent systems, including Sales Cloud, Service Cloud, Revenue Cloud/CPQ, Certinia PSA, Data Cloud, Flow, Apex, Lightning Web Components, APIs, middleware, integrations, metadata, environments, security model, data model, and platform limits.
• Experience governing adjacent Sales & Service platforms such as ZoomInfo, Outreach, sales engagement tools, data enrichment tools, PSA systems, and connected SaaS applications.
• Experience evaluating Salesforce architecture, solution designs, technical tradeoffs, integration patterns, data flows, and delivery risks with architects, developers, administrators, and implementation partners.
• Experience with Salesforce SDLC, DevOps, release management, sandbox strategy, version control, CI/CD, deployment governance, and partnership with QA teams on test strategy and coverage readiness.
• Familiarity with Agentforce, Einstein, Data Cloud, AI-enabled automation, Salesforce AI governance, responsible AI practices, data grounding, access controls, observability, and adoption considerations.
• Experience leading technology teams, vendors, managed service providers, budgets, capacity planning, resource utilization, sprint maintenance, backlog prioritization, and complex technology portfolios.
• Exceptional executive communication and facilitation skills with ability to translate between business process, architecture, technical delivery, operational support, and financial impact audiences.
• Independent, analytical leadership style with demonstrated ability to drive change, innovation, continuous improvement, and practical decision-making through ambiguity and competing priorities.
• Embraces emerging technologies, including AI tools, to work smarter, solve problems, and drive better business outcomes.

Educational & Professional Credentials

• Bachelor's degree in a relevant discipline or equivalent experience.
• 12+ years' experience in enterprise technology delivery, business systems, CRM, revenue operations, PSA, or Salesforce platform leadership roles.
• 10+ years' experience owning Salesforce-centered strategy, roadmap alignment, delivery governance, implementation, support, and continuous improvement for Sales & Service technologies.
• 8+ years' experience leading high-performing teams of internal and external resources, including administrators, developers, architects, Business Analysts, QA resources, vendors, and managed service providers.
• 8+ years' experience with Quote-to-Cash, PSA/service delivery platforms, sales engagement or data enrichment tools, middleware, integration platforms, APIs, automation, and enterprise data flows supporting connected business systems.
• Professional certifications such as Salesforce Administrator, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, Salesforce AI Associate/Specialist, Agentforce Specialist, Platform Developer, Application Architect, System Architect, Revenue Cloud/CPQ, Certinia, or equivalent certifications are preferred.
• Previous experience supporting sales, professional services, revenue operations, PSA, quote-to-cash, service operations, sales engagement/data enrichment platforms, or security services organizations is preferred.

Travel Requirements:

• Approximately 10% out-of-town travel to regional offices and/or data centers.
• Work remotely or at the regional office when not traveling.

Physical Requirements:

• Sedentary work
• Substantial movement of the wrists, hands, and/or fingers for a minimum of 8 hours a day
• Required to have close visual acuity to view computer terminal and/or extensive reading for a minimum of 8 hours a day