Reachdesk
Head of Business Systems & Operations
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Head of Business Systems & Operations
Reachdesk 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.
Your 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, timely data flows across Finance, GTM, Product, and Customer teams.
- Define the technical direction by setting the standard for being in the systems and leading from the front, balancing architecture decisions with detailed configurations (e.g., Salesforce flows, NetSuite saved searches, Workato recipes).
- Complete and continuously evolve the 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, pipeline insights, customer health, billing, and operational automation—delivering measurable efficiency gains.
- 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, while managing external delivery partners.
- Own vendor relationships, contracts, and roadmaps for our core SaaS stack to ensure value, leverage, influence over product direction, and focused cost savings.
- Define and report on system health, data quality, and operational efficiency KPIs to the executive team and Board.
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About You
You are a strategic systems leader, combining strong technical instincts with a pragmatic builder mentality who sees business systems as a competitive advantage, not just a back-office function. You thrive on shaping the operating engine of a high-growth, PE-backed SaaS business, understanding the critical role of data integrity and consistency to enable a shared foundation for all departments.
You’re as comfortable in Salesforce Automation or NetSuite reporting as you are in strategy discussions. You believe leadership in systems functions should stay hands-on, refusing to lose touch with the core mechanics of what you oversee. Your mindset balances architecture decisions with detailed configurations and spans conversations among CFOs, CROs, and engineers.
You are a hands-on operator, driving outcomes through systems that make the business faster, sharper, and more accountable. Your progress is measured by the decisions and operational gains enabled by the systems you design.
Must-Have Qualifications
- 8+ years in Business Systems, RevOps, or BizTech leadership roles within B2B SaaS, with at least 3 years leading a function or team.
- Deep expertise across Salesforce and NetSuite, including a track record of designing and evolving the integration layer connecting them.
- Strong experience with iPaaS platforms (WorkatoPreferably** preferred**) and modern BI tooling.
- Proven ability to design and operate a closed-loop architecture, covering quote-to-cash, lead-to-revenue, and customer lifecycle in multi-entity, multi-currency environments.
- Demonstrably hands-on within the last 12 months, with concrete details about configurations, automations, or data models you personally designed.
- Robust data governance and master data management discipline, with a clear perspective on ownership, lineage, and quality.
- A proven track record in leading complex, cross-functional systems programs—and delivering on time and on budget.
- 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 approach, building high-performing teams that deliver disproportionate results with minimal resources.
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Preferred Qualifications
- Experience in a PE-backed, high-growth SaaS business with financial rigor embedded.
- Familiarity with multi-stream revenue models (e.g., SaaS with services, marketplace, or fulfilment) and associated revenue recognition complexities.
- Experience of embedding AI/ML or agentic automation into operational workflows—named use cases, governance frameworks, adoption controls, and direct business outcomes.
- NetSuite and/or Salesforce certifications.
- Experience transitioning systems ownership into a Business Operations function.
- A background in scaling SaaS businesses, comfortable with time-zones, cross-entity coordination.
The Benefits
- Competitive salary with generous stock options
- Pension contributions via NEST
- Affordable private medical insurance, including mental health support and rapid access to care
- Flexible PTO policies increasing with tenure, plus extra flexibility for unforeseen life events
- Genuinely collaborative culture of innovative, fun, and ambitious colleagues
Reachdesk values diversity and believes a diverse team achieves our mission faster. We welcome applicants from all backgrounds.
For privacy, we process submitted application data per our Candidate Privacy Notice.
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