Director, Finance Systems & ERP

Job description

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. **Corporate Systems Engineering** builds and operates the software platforms, integrations, and automations that power Smartsheet’s core business functions across Finance, Sales/GTM, and People & Culture. Our team owns mission-critical systems and workflows that enable how the company hires, sells, bills, pays, reports, and scales. We operate at the intersection of software engineering, enterprise platforms, and business-critical data, treating internal systems with the same rigor, reliability, and product mindset as customer-facing software. **Financial Systems Engineering** owns and evolves the technology ecosystem that powers Smartsheet’s financial operations and monetization capabilities. The team is responsible for platforms including NetSuite, Coupa, Planful, Stripe, ZoneBilling, Metronome, and supporting technologies such as Avalara, along with the integrations, data, automation, and engineering capabilities that connect these platforms across the enterprise. As **Director, Finance Systems & ERP,** you will lead the engineering organization responsible for Smartsheet’s financial technology ecosystem and define the long-term technical strategy for how these platforms evolve. You will own the architecture, engineering maturity, technical health, and delivery of systems supporting core financial operations, procurement, planning, payments, billing, revenue processes, and emerging monetization models. This is a strategic and highly visible technology leadership role. You will lead major transformation initiatives including ERP modernization, billing transformation, and the evolution toward usage-based and consumption-based monetization. You will represent Corporate Systems in executive steering committees and major transformation programs, partnering closely with Finance, Accounting, Procurement, Product Engineering, Sales/GTM, Data, and other technology leaders. You will partner closely with Product Managers across Financial Systems and Billing & Monetization to combine business and product strategy with a forward-looking technical strategy. You will be expected to challenge legacy architectures and operating models, identify opportunities to simplify and automate financial processes, and determine how modern software engineering, enterprise data, automation, and AI can improve how Finance technology operates. You will report to the **Senior Director of Corporate Systems** and collaborate closely with Product and Engineering leaders across the organization. **You Will:** - Own the technical strategy and long-term architecture for Smartsheet’s financial systems ecosystem across ERP, procurement, financial planning, payments, billing, tax, revenue processes, integrations, data, automation, and AI - Lead, coach, and develop the Financial Systems Engineering organization responsible for platforms including NetSuite, Coupa, Planful, Stripe, ZoneBilling, Metronome, Avalara, and associated technologies - Serve as the senior technology leader for NetSuite and ERP, ensuring the platform and surrounding architecture remain scalable, maintainable, secure, auditable, and aligned with the long-term needs of a complex SaaS business - Provide technology leadership for major Finance transformation programs, including ERP reimplementation and modernization, establishing architecture, engineering standards, technical governance, delivery practices, and long-term platform direction - Partner with Product Managers for Financial Systems and Billing & Monetization to translate product strategy and business priorities into technical roadmaps, architecture, investment decisions, and executable engineering plans - Shape the technology architecture required to support evolving SaaS monetization models, including subscription, multi-year, usage-based, consumption-based, and AI-related pricing and billing models - Partner across Product Engineering, Sales/GTM, Finance, and Corporate Systems to ensure pricing and packaging strategies can be represented reliably from quote and entitlement through provisioning, usage, billing, accounting, and revenue processes - Establish clear architectural boundaries and systems of record across CRM, product, billing, ERP, payments, tax, planning, and downstream data platforms, reducing ambiguity, duplication, and unnecessary coupling - Define the strategy for Finance systems data, including authoritative sources, data models, data contracts, quality, lineage, reconciliation, historical integrity, and reliable consumption by the enterprise data platform - Partner closely with Data Engineering and Analytics teams to integrate Financial Systems with the enterprise data lake and ensure Finance data is timely, trustworthy, well-defined, and usable for financial reporting, operational analytics, reconciliation, and AI - Drive stronger data quality and observability across Quote-to-Cash and Finance workflows, moving the organization from reactive reconciliation toward proactive detection and prevention of data integrity issues - Establish an AI strategy for Financial Systems Engineering, identifying practical opportunities to improve engineering productivity, financial operations, controls, testing, support, reconciliation, and employee experiences - Evaluate and introduce AI-assisted and agentic capabilities where appropriate, while ensuring financial integrity, security, auditability, human oversight, and appropriate controls for higher-risk processes - Develop a strategy for automated testing and quality engineering across the Finance technology stack, including regression testing, integration testing, data validation, reconciliation, and AI-assisted test generation and analysis - Establish modern engineering practices across enterprise platforms, including source control, peer review, CI/CD, environment management, automated testing, observability, documentation, release engineering, and operational readiness where supported by the underlying technologies - Determine appropriate boundaries between native SaaS configuration, platform extensibility, APIs, integrations, automation, and custom software, avoiding unnecessary customization while enabling capabilities the business requires - Partner with Integration Engineering to ensure critical Finance and Quote-to-Cash integrations use scalable patterns, explicit contracts, appropriate observability, resilient error handling, and well-defined operational ownership - Own the technical health and lifecycle of the Financial Systems portfolio, proactively addressing architectural debt, platform limitations, fragile integrations, unnecessary customization, manual processes, and recurring operational problems - Establish architecture reviews, technical standards, engineering metrics, platform health reviews, and other mechanisms that continuously improve the maturity of Financial Systems Engineering - Represent Financial Systems Engineering on executive steering committees, transformation governance forums, and major program reviews, clearly communicating architecture decisions, delivery status, risks, dependencies, investment needs, and tradeoffs - Provide technical leadership across implementation partners and strategic vendors, ensuring system integrators and software providers operate within Smartsheet’s architecture, engineering, security, and delivery expectations rather than allowing vendors to define the long-term architecture - Partner with Finance leadership, Accounting, FP&A, Procurement, Tax, Revenue, and other stakeholders to understand business strategy while maintaining clear technology ownership of architecture and engineering decisions - Balance delivery of major transformation programs with operational reliability, roadmap commitments, technical debt reduction, platform modernization, security, controls, and long-term engineering investments - Build strong partnerships across Finance, Product Engineering, Sales/GTM, Data, Security, AI & Automation, and Corporate Systems to ensure Financial Systems operate as part of a coherent enterprise architecture - Recruit, develop, and retain engineering talent with a combination of Finance platform expertise, software engineering capability, systems thinking, and curiosity about the future of financial technology **You Have:** - 10+ years of progressively responsible experience across financial systems, enterprise application engineering, ERP, software engineering, systems architecture, or related technical disciplines - 5+ years of experience leading technical teams, including experience managing managers, senior engineers, architects, or other technical leaders - Deep experience with NetSuite or comparable enterprise ERP platforms, with sufficient technical depth to lead architecture, challenge implementation decisions, and establish long-term platform strategy - Demonstrated experience leading a major ERP implementation, reimplementation, or transformation program from architecture and design through implementation, stabilization, and ongoing evolution - Strong understanding of financial business processes including record-to-report, procure-to-pay, order-to-cash, billing, payments, financial planning, accounting, and revenue-related workflows - Experience with financial platforms such as Coupa, Planful, Stripe, ZoneBilling, Metronome, Avalara, or comparable ERP, procurement, planning, payments, billing, tax, or monetization technologies - Experience with SaaS billing and monetization architectures, including subscription and usage-based or consumption-based business models - Strong systems thinking and the ability to reason across ERP, CRM, product, billing, payments, integrations, data platforms, APIs, automation, and financial controls as a connected architecture - Demonstrated experience defining technical strategy and architecture, rather than solely managing enterprise application delivery, configuration, implementation partners, or support - Experience designing or evolving enterprise data architecture, including systems of record, data models, interfaces, contracts, quality, reconciliation, governance, lineage, and downstream consumption - Experience partnering with enterprise Data Engineering or Analytics organizations and integrating operational systems with platforms such as Databricks, Snowflake, or similar enterprise data technologies - Experience establishing modern engineering practices within enterprise application environments, including automated testing, CI/CD, source control, observability, release management, documentation, and operational readiness - Understanding of modern AI capabilities and the ability to identify practical applications of LLMs, agents, and intelligent automation while appropriately managing financial, security, and compliance risk - Strong understanding of financial controls, auditability, security, data integrity, and compliance considerations associated with business-critical financial platforms - Experience governing system integrators and technology vendors during large transformation programs, including the ability to challenge proposed architectures and hold partners accountable for engineering quality - Experience partnering with Product Managers and senior business leaders to combine business strategy, product strategy, and technical strategy into coherent roadmaps and investment decisions - Ability to operate comfortably from executive steering committee discussions to detailed architecture reviews, translating effectively between business executives, Finance leaders, Product Managers, engineers, architects, and implementation partners - Demonstrated ability to challenge legacy processes and architectures constructively and lead organizations through significant technology and operating-model change - Excellent analytical, verbal, and written communication skills, with demonstrated executive presence and the ability to communicate complex technology decisions, risks, and tradeoffs clearly - Bachelor’s degree in Computer Science, Information Systems, Engineering, Finance, Business, or a related field - or equivalent practical experience **Current US Perks & Benefits:** - Employer subsidized medical/vision and dental coverage for full-time employees - 401k Match to help you save for your future (50% of your contribution up to the first 6% of your eligible pay) - Monthly stipend to support your work and productivity - Flexible Time Away Program, plus Sick Time Off - US employees are automatically covered under Smartsheet-sponsored life insurance, short-term, and long-term disability plans - US employees receive 12 paid holidays per year - Up to 24 weeks of Parental Leave - Personal paid Volunteer Day to support our community - Opportunities for professional growth and development including access to Udemy online courses - Company Funded Perks, including a counseling membership, local retail discounts, and your own personal Smartsheet account - Teleworking options from any registered location in the U.S. (role specific) *Smartsheet provides a competitive base salary range for roles that may be hired in different geographic areas we are licensed to operate our business from. Actual compensation is determined by several factors including, but not limited to, level of professional, educational experience, skills, and specific candidate location. In addition, this role will be eligible for a market competitive incentive opportunity.* US Base Salary Pay Range $175,000—$290,000 USD **Get to Know Us:** At Smartsheet, your ideas are heard, your potential is supported, and your contributions have real impact. You’ll have the freedom to explore, push boundaries, and grow beyond your role. We welcome diverse perspectives and nontraditional paths—because we know that impact comes from individuals who care deeply and challenge thoughtfully. When you’re doing work that stretches you, excites you, and connects you to something bigger, that’s magic at work. Let’s build what’s next, together. **Equal Opportunity Employer:** Smartsheet is an Equal Opportunity (EEO) employer committed to fostering an inclusive environment with the best employees. It is our policy to provide equal employment opportunities to all qualified applicants in accordance with applicable laws in the US, UK, Australia, Germany, Costa Rica, Japan, Bulgaria, India, and Singapore. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know. #LI-Remote