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.

Key Responsibilities

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

We're looking for an AI transformation leader with a genuine track record of building and shipping AI solutions, not just evaluating them.

7 years in operations, RevOps, GTM strategy or technology transformation, with at least 2 years managing people or leading a function
Demonstrated hands-on experience implementing AI solutions in a business context
Fluency with modern AI platforms and the GTM stack: LLMs, no-code/low-code automation, CRM AI features, sequencing tools, enrichment platforms and attribution systems
Working knowledge of agentic AI concepts and architectures. You understand how to design systems where AI models take multi-step actions, not just answer questions
Familiarity with MCP (Model Context Protocol) or equivalent integration patterns for connecting AI to live data sources and internal tooling
Hands-on experience with AI coding tools such as Claude Code, GPT Codex or similar. You are comfortable using these tools to build scripts, automate workflows and accelerate internal development
Demonstrated understanding of AI governance and compliance considerations: acceptable use policies, data privacy, vendor risk, audit trails and human oversight requirements
Active learner who stays current on the fast-moving AI landscape — new model releases, emerging frameworks and evolving best practices — and translates that into actionable guidance for the business
SaaS company experience strongly preferred
Clear, confident communicator who can translate technical concepts for non-technical stakeholders and vice versa
Change management intuition. You understand the hardest part of AI transformation is behavioral, not technical
High ownership orientation. You make calls, iterate and take accountability for outcomes

Work Environment

Competitive compensation and benefits
Minimal travel.
Limited physical demands.

This is an incredible opportunity to build something from the ground up at a work intelligence company that's defining how organizations understand people, applications, and AI tools. If you have a proven track record of creative thinking, a drive for learning, and a deep commitment to collaboration, we want to talk to you!

ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.

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