Reachdesk
Head of Business Systems & Operations
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Head of Business Systems & Operations
Head of Business Systems & Operations – Reachdesk
This is a remote role.
About Us
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.
We’re growing, and we’re currently looking for a Head of Business Systems & Operations to join us.
The Role
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. 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. 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. You will have full autonomy to design, govern, and evolve this ecosystem while embedding AI into core workflows and decision-making. 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.
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, establishing a clear operating model, governance framework, and roadmap that the business trusts and can evolve as needs change
- Ensure trusted and timely data flows across Finance, GTM, Product, and Customer teams
- Define the go-forward BI architecture, ownership model, and roadmap by leading from the front
- Complete and continuously evolve this architecture so every core process is underpinned by clean data and reliable automation
- Establish an AI governance framework to embed AI into core workflows and decision-making, including:
- Forecasting and pipeline insights
- Customer health
- Billing
- Operational automation
- Deliver measurable efficiency gains
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- Define and enforce master data management and integration standards across all systems
- 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
- 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 optimal value, leverage, and influence over product direction, focusing on 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
You are a strategic systems leader with strong technical instincts and a pragmatic builder mentality. You see business systems as a competitive advantage, not just a back-office function, and are energized by the opportunity to shape the operating engine of a high-growth, PE-backed SaaS business.
Key traits include:
- Understand the importance and value of data integrity and consistency, ensuring every department relies on the same core data and metrics
- Comfortable in ** Salesforce flows**, NetSuite saved searches, or Workato recipes, as well as strategy meetings
- Believe leaders in this function should always stay hands-on; you have no interest in becoming someone who lacks practical engagement
- Move confidently between architecture decisions and detailed configuration
- Combine ease in conversations with CFO, CRO, or an engineer
- Bring a hands-on operator mindset
- Believe great systems exist to make the business faster, sharper, and more accountable, measuring success by the decisions and outcomes they empower
Must-Have Qualifications
- 8+ years in Business Systems, RevOps, or BizTech leadership roles within B2B SaaS
- At least 3 years leading a function or team
- Deep expertise across Salesforce and NetSuite, including a track record of designing and evolving integration layer between them
- Strong experience with iPaaS platforms (Workato is strongly preferred)
- Experience with 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
- Hands-on within the last 12 months and able to speak to systems you have personally configured, automations you built, and data models designed
- Robust data governance and master data management discipline, with a clear point of view on ownership, lineage, and quality
- Proven track record of leading complex, cross-functional systems programs end-to-end, on time and on budget
- Excellent stakeholder management, especially with Finance and GTM leadership, with the ability to translate technical decisions into commercial impact
- Experience in people leadership and a coaching mindset, and capacity to build a small team with a high impact
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Preferred Qualifications
- 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 entail
- Experience embedding AI/ML or agentic automation into operational workflows, including:
- Named use cases
- Governance and adoption controls
- Measurable business outcomes
- NetSuite or Salesforce certifications
- Experience in transitioning systems ownership to a Business Operations function
- Background working in a scaling SaaS business, comfortable operating across time zones and entities
The Benefits
- Competitive salary with generous stock options
- Pension with employer contributions through NEST
- Affordable Private Medical Insurance, including mental health support and fast access to care
- Flexible Paid Time Off (PTO) that increases with tenure, plus extra flexibility for unexpected life events
- A genuinely collaborative culture with innovative, fun, and ambitious people
Reachdesk is committed to fostering a diverse and inclusive team. We welcome applicants from all backgrounds.
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