Business Systems, ERP & AI Strategy Lead
USAIndiaCFO
Job Description
Role Overview: We are looking for a high-agency, tech-savvy operator to design, implement, andscale our ERP, data, and AI-driven operating ecosystem end-to-end. This role sits at the intersectionof business strategy, operations, and technology-ensuring every workflow (sales to delivery toaccounting) is integrated, automated, and decision-ready.
Key Responsibilities:
a) ERP & Systems Architecture• Design and implement a fully integrated ERP ecosystem across CRM, project management,accounting, and HR systems.• Ensure seamless, end-to-end data flow without manual intervention.b) Business Process Transformation• Map and redesign workflows across sales, execution, billing, and collections• Eliminate inefficiencies and embed SOPs into systems for scalec) Data Automation & AI Layer• Build a single source of truth with real-time dashboards and KPIs (revenue, profitability, utilization,cash flow)• Leverage automation, APIs, and AI tools to eliminate manual reporting and documentation• Deploy AI copilots and intelligent workflows to enhance decision-making and team productivity• Integrate AI into core systems to enable predictive insights and faster executiond) Tech Implementation & Ownership• Act as the internal product owner for all systems and tools• Work with vendors, developers, and internal teams to implement and optimize solutions
Required Skills & Experience:• 3+ years' experience in ERP implementation, business systems, or data + operations roles.• Strong proficiency in SQL, Power BI, and Excel, with working knowledge of Python.• Experience with Zoho or similar ERP/CRM ecosystems
What Success Looks Like:• Fully integrated and AI-enabled operating system.• Minimal manual reporting.• Real-time visibility into business performance.• Scalable infrastructure for growth.