IT Director of Automation – Revenue & Sales Systems (n8n / Workato)

Role Overview
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We are seeking a Director of Automation<\/b> to lead enterprise‑wide Revenue and Sales automation<\/b> initiatives across a large, highly integrated B2B SaaS platform operating at global scale.
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This role owns the strategy, architecture, delivery, and operational excellence<\/b> of automation across mission‑critical revenue workflows—including Lead‑to‑Cash (L2C)<\/b>, Quote‑to‑Cash (Q2C)<\/b>, billing, compliance‑sensitive handoffs, and downstream financial systems.
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You will lead a centralized automation function that leverages n8n and Workato as primary orchestration platforms, ensuring thatautomation is deterministic, auditable, scalable, and revenue‑safe<\/b>. This role partners deeply with Sales, Revenue Operations, Finance, Legal, Product, and Engineering<\/b> and serves as the executive owner of automation outcomes tied directly to revenue integrity and business growth.
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Key Responsibilities
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Automation Strategy & Ownership
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• Define and own the enterprise automation strategy<\/b> for Revenue and Sales systems
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• Establish standards, governance, and best practices for automation using n8n and Workato<\/b>
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• Ensure automation aligns with revenue accuracy, financial controls, audit requirements, and scalability expectations
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• Drive automation maturity from tactical workflows to platform‑level orchestration<\/b><\/li><\/ul>

  Revenue & Sales Systems Enablement
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  • Own automation across end‑to‑end revenue workflows: Lead → Opportunity → Quote → Order → Contract → Billing → Revenue Recognition → Renewal<\/b>
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  • Ensure seamless orchestration across systems such as:
    • CRM (Sales Cloud, CPQ, Service platforms)
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    • Billing and invoicing platforms
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    • ERP and finance systems
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    • Compliance, classification, and transaction services
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    • Partner with RevOps and Finance leaders to improve:
      • Revenue predictability
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      • Quote and billing accuracy
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      • Cycle time reduction
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      • Scalability across geographies and regulatory environments<\/li><\/ul><\/li><\/ul>

        Platform & Integration Leadership
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        • Lead architectural decisions around:
          • Event‑driven and API‑based automation
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          • Synchronous vs asynchronous workflows
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          • Error handling, retries, idempotency, and observability
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          • Oversee integrations across CRM, CPQ, billing, ERP, and adjacent platforms
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          • Ensure automation solutions are resilient, monitorable, and production‑grade<\/b><\/li><\/ul>

            Team Leadership & Delivery
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            • Build, mentor, and lead a high‑performing automation organization including:
              • Automation engineers
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              • Business Systems Analysts
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              • Platform specialists
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              • Own intake, prioritization, and roadmap planning for automation initiatives
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              • Establish delivery excellence across discovery, build, UAT, release, and post‑production support
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                Governance, Risk & Operational Excellence
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                • Implement automation governance frameworks:
                  • Change management
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                  • Versioning and release controls
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                  • Auditability and traceability
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                  • Ensure revenue‑impacting automations meet internal controls and external compliance requirements
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                  • Partner with Security, Legal, and Finance on risk assessments and mitigation strategies
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                  • Drive production stability, incident response, and continuous improvement
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                    Requirements<\/h3>

                    Required Qualifications
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                    • 12+ years<\/b> of experience across systems, automation, or integration platforms
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                    • 5+ years<\/b> in senior leadership roles owning enterprise‑scale automation or platform teams
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                    • Deep hands‑on and architectural experience with:
                      • n8n<\/b>
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                      • Workato<\/b>
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                      • Proven ownership of Revenue and Sales systems automation<\/b>
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                      • Strong background in B2B SaaS revenue models<\/b>, including:
                        • Subscriptions
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                        • Usage‑based pricing
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                        • Multi‑entity and multi‑jurisdiction operations
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                        • Experience orchestrating systems at scale across CRM, billing, ERP, and finance platforms
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                        • Strong executive communication and cross‑functional leadership skills
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                          Nice to Have
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                          • Experience in highly regulated, compliance‑driven SaaS environments
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                          • Prior ownership of Quote‑to‑Cash or Revenue Operations platforms
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                          • Familiarity with tax, invoicing, or transaction‑classification systems
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                          • Experience scaling automation platforms for high‑volume, global transactions
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                            What Success Looks Like
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                            • Revenue‑critical workflows are automated with precision and trust<\/b>
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                            • Sales and Finance rely on automation outcomes without manual intervention
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                            • Automation platforms scale with business growth and complexity
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                            • Incidents decrease while observability and confidence increase
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                            • Automation is viewed as a strategic revenue enabler<\/b>, not just tooling
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                              Benefits<\/h3>

                              Engagement Details
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                              This is a full‑time Contract‑to‑Hire position offering a salary range of $180,000 to $200,000, based on experience and leadership depth.<\/b>
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