Director, Finance Systems & ERP

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day.

Corporate Systems Engineering builds and operates the software platforms, integrations, and automations that power Smartsheet’s core business functions across Finance, Sales/GTM, and People & Culture. Our team owns mission-critical systems and workflows that enable how the company hires, sells, bills, pays, reports, and scales. We operate at the intersection of software engineering, enterprise platforms, and business-critical data, treating internal systems with the same rigor, reliability, and product mindset as customer-facing software.

Financial Systems Engineering owns and evolves the technology ecosystem that powers Smartsheet’s financial operations and monetization capabilities. The team is responsible for platforms including NetSuite, Coupa, Planful, Stripe, ZoneBilling, Metronome, and supporting technologies such as Avalara, along with the integrations, data, automation, and engineering capabilities that connect these platforms across the enterprise.

As Director, Finance Systems & ERP, you will lead the engineering organization responsible for Smartsheet’s financial technology ecosystem and define the long-term technical strategy for how these platforms evolve. You will own the architecture, engineering maturity, technical health, and delivery of systems supporting core financial operations, procurement, planning, payments, billing, revenue processes, and emerging monetization models.

This is a strategic and highly visible technology leadership role. You will lead major transformation initiatives including ERP modernization, billing transformation, and the evolution toward usage-based and consumption-based monetization. You will represent Corporate Systems in executive steering committees and major transformation programs, partnering closely with Finance, Accounting, Procurement, Product Engineering, Sales/GTM, Data, and other technology leaders.

You will partner closely with Product Managers across Financial Systems and Billing & Monetization to combine business and product strategy with a forward-looking technical strategy. You will be expected to challenge legacy architectures and operating models, identify opportunities to simplify and automate financial processes, and determine how modern software engineering, enterprise data, automation, and AI can improve how Finance technology operates.

You will report to the Senior Director of Corporate Systems and collaborate closely with Product and Engineering leaders across the organization.

You Will:

Own the technical strategy and long-term architecture for Smartsheet’s financial systems ecosystem across ERP, procurement, financial planning, payments, billing, tax, revenue processes, integrations, data, automation, and AI

Lead, coach, and develop the Financial Systems Engineering organization responsible for platforms including NetSuite, Coupa, Planful, Stripe, ZoneBilling, Metronome, Avalara, and associated technologies

Serve as the senior technology leader for NetSuite and ERP, ensuring the platform and surrounding architecture remain scalable, maintainable, secure, auditable, and aligned with the long-term needs of a complex SaaS business

Provide technology leadership for major Finance transformation programs, including ERP reimplementation and modernization, establishing architecture, engineering standards, technical governance, delivery practices, and long-term platform direction

Partner with Product Managers for Financial Systems and Billing & Monetization to translate product strategy and business priorities into technical roadmaps, architecture, investment decisions, and executable engineering plans

Shape the technology architecture required to support evolving SaaS monetization models, including subscription, multi-year, usage-based, consumption-based, and AI-related pricing and billing models

Partner across Product Engineering, Sales/GTM, Finance, and Corporate Systems to ensure pricing and packaging strategies can be represented reliably from quote and entitlement through provisioning, usage, billing, accounting, and revenue processes

Establish clear architectural boundaries and systems of record across CRM, product, billing, ERP, payments, tax, planning, and downstream data platforms, reducing ambiguity, duplication, and unnecessary coupling

Define the strategy for Finance systems data, including authoritative sources, data models, data contracts, quality, lineage, reconciliation, historical integrity, and reliable consumption by the enterprise data platform

Partner closely with Data Engineering and Analytics teams to integrate Financial Systems with the enterprise data lake and ensure Finance data is timely, trustworthy, well-defined, and usable for financial reporting, operational analytics, reconciliation, and AI

Drive stronger data quality and observability across Quote-to-Cash and Finance workflows, moving the organization from reactive reconciliation toward proactive detection and prevention of data integrity issues

Establish an AI strategy for Financial Systems Engineering, identifying practical opportunities to improve engineering productivity, financial operations, controls, testing, support, reconciliation, and employee experiences

Evaluate and introduce AI-assisted and agentic capabilities where appropriate, while ensuring financial integrity, security, auditability, human oversight, and appropriate controls for higher-risk processes

Develop a strategy for automated testing and quality engineering across the Finance technology stack, including regression testing, integration testing, data validation, reconciliation, and AI-assisted test generation and analysis

Establish modern engineering practices across enterprise platforms, including source control, peer review, CI/CD, environment management, automated testing, observability, documentation, release engineering, and operational readiness where supported by the underlying technologies

Determine appropriate boundaries between native SaaS configuration, platform extensibility, APIs, integrations, automation, and custom software, avoiding unnecessary customization while enabling capabilities the business requires

Partner with Integration Engineering to ensure critical Finance and Quote-to-Cash integrations use scalable patterns, explicit contracts, appropriate observability, resilient error handling, and well-defined operational ownership

Own the technical health and lifecycle of the Financial Systems portfolio, proactively addressing architectural debt, platform limitations, fragile integrations, unnecessary customization, manual processes, and recurring operational problems

Establish architecture reviews, technical standards, engineering metrics, platform health reviews, and other mechanisms that continuously improve the maturity of Financial Systems Engineering

Represent Financial Systems Engineering on executive steering committees, transformation governance forums, and major program reviews, clearly communicating architecture decisions, delivery status, risks, dependencies, investment needs, and tradeoffs

Provide technical leadership across implementation partners and strategic vendors, ensuring system integrators and software providers operate within Smartsheet’s architecture, engineering, security, and delivery expectations rather than allowing vendors to define the long-term architecture

Partner with Finance leadership, Accounting, FP&A, Procurement, Tax, Revenue, and other stak