Director, AI Transformation

As the Director, AI Transformation, you'll own the strategy, execution and adoption of AI across ActivTrak. You'll lead a small team and serve as the connective tissue between the AI solutions we build and the employees who use them. This is a player-coach role: you'll set direction and represent AI transformation at the leadership level, while staying close enough to the work to build, test and iterate alongside your team.

Strategy & Roadmap:

• Define and maintain the AI transformation roadmap, aligned to operational priorities across Revenue, Data, BI, and go-to-market functions
• Establish OKRs for AI adoption, productivity impact, and tool ROI, and report progress to the senior leadership
• Evaluate, recommend, and govern the AI tool stack, balancing capability, cost, and organizational readiness
• Identify the highest-leverage AI use cases across business functions and sequence delivery based on impact and feasibility

Hands-On Delivery:

• Build, prompt, and iterate on AI solutions directly by working in the tools
• Design and deploy agentic AI workflows that automate multi-step processes across business functions, moving beyond single-prompt tools to systems that reason, plan and act
• Work fluently with Model Context Protocol (MCP) servers to connect AI models to internal systems, data sources, and third-party tools, understanding how to configure, extend, and govern those integrations
• Use AI coding tools (including Claude Code and GPT Codex) to accelerate solution development, automate scripts, and build internal tooling without requiring full engineering resources
• Partner with the AI Admin on integrations, prompt libraries, and production readiness for new solutions
• Lead proof-of-concept work on emerging AI capabilities, stress-testing tools before broader rollout
• Bring GTM systems fluency to revenue-adjacent use cases, including CRM automation, pipeline intelligence, and sales workflow optimization across the GTM stack

Team Leadership & Cross-Functional Influence:

• Manage and develop a small team, setting clear scope, priorities, and success metrics for each role
• Create a high-trust, high-output team culture grounded in curiosity, iteration, and business impact
• Recruit and onboard future team members as function grows

Governance & Compliance:

• Own the AI governance framework for the organization. Define policies for acceptable use, data handling, model selection and vendor risk across all AI tools and workflows
• Establish guardrails for agentic AI systems, ensuring automated workflows have appropriate human-in-the-loop checkpoints, audit trails, and rollback procedures
• Partner with Legal, Security, and IT to ensure AI integrations meet data privacy, compliance and information security standards (including SOC 2, GDPR, or customer data handling requirements)
• Stay current on the evolving regulatory landscape around AI and proactively surface business implications before they become blockers
• Maintain a clear inventory of all AI tools, integrations, and MCP connections in use across the organization, with documented risk ratings and review cadences

Cross-functional influence

• Serve as the primary point of contact for all AI needs across ActivTrak any team, any function, any use case routes through you first
• Own and run the AI steering cadence: facilitate cross-functional meetings with business leads, set the agenda, drive decisions and ensure follow-through on commitments
• Lead up effectively. You're comfortable presenting roadmaps, risks and recommendations to senior leadership, and you know how to frame tradeoffs in business terms, not technical ones
• Influence without authority across peer functions. Build a case and bring people along
• Represent the AI Transform function in leadership forums and communicate progress, priorities and risks