Business Systems, ERP & AI Strategy Lead

Role Overview:

We are looking for a high-agency, tech-savvy operator to design, implement, and

scale our ERP, data, and AI-driven operating ecosystem end-to-end. This role sits at the intersection

of business strategy, operations, and technology—ensuring every workflow (sales to delivery to

accounting) 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 scale

c) 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 execution

d) 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.