Director of Technology Strategy & Integration
Equify, LLC, Fort Worth, Texas, United States, 76102
Overview
Job Title:
Director of Technology Strategy & Integration Status:
Full-time Location:
Fort Worth, TX About us
Equify Financial is a privately owned specialty finance company in Fort Worth, Texas. We provide flexible, collateral-based lending solutions tailored to each client’s needs. Role
Equify Financial is seeking a seasoned technology leader to own the end-to-end strategy, integration, and optimization of our technology system stack. This role will partner closely with the Equify Senior Leadership Team and IT Leadership to drive technology-enabled efficiencies, portfolio scalability, compliance rigor, and actionable insights. The Director of Technology Strategy & Integration will serve as the business-aligned technology owner for our lending platforms—Salesforce CRM, Solifi ILS (asset-based lending/lease servicing), Northteq (origination/automation), and adjacent applications—ensuring they are integrated, secure, reliable, and delivering measurable outcomes. Responsibilities
Technology Strategy & Roadmap (Finance-Aligned) —Define a 24–36 month technology roadmap aligned with growth objectives, funding structures, risk management, and operational KPIs. Translate finance goals (e.g., cost of funds optimization, portfolio yield, servicing efficiency, credit quality) into clear technology capabilities and sequencing. Build business cases, TCO models, and ROI analyses for platform investments, upgrades, and new capabilities. Enterprise Integration & Architecture —Architect and oversee integrations between Salesforce, Solifi ILS, Northteq, credit bureaus, Docusign eSignature, document management, payment gateways, GL/ERP, and data warehouses. Contribute to continuous integration standards (APIs, ETL/ELT patterns, event-driven architecture, data contracts) using modern middleware (e.g., Workato, IPAAS, Azure Integration Services). Ensure data lineage, master data management, and reference data integrity across origination, underwriting, booking, servicing, collections, and reporting. Platform Ownership & Optimization —Serve as executive Product Owner for the technology stack—prioritize backlogs, design scalable configurations, and drive adoption of best practices. Optimize Salesforce (Sales/Service/Experience Cloud), Solifi ILS (contract setup, billing, cash application, collateral management), and Northteq (LOS/portals/automation) for throughput and quality. Data, Analytics & Reporting —Partner with Finance/Accounting and the Data Architecture team to automate reporting for portfolio performance, delinquency, charge-offs, residuals, advance rates, covenant monitoring, and other reports as needed by the business. Assist the data architecture team in the evolution of data pipelines into a governed data Lakehouse environment; provide direction on Power BI dashboards, operational scorecards, and executive reporting. Implement data quality and reconciliation controls (system-of-record clarity, trial balance tie-outs, subledger alignment to GL, etc.). Risk, Controls & Compliance —Assist the Governance team in developing controls supporting SOX, GLBA, SOC2, reports, vendor due diligence, and audit readiness. Ensure secure-by-design architecture with strong IAM, role-based access, PII protection, retention policies, and robust DR/BCP. Delivery Leadership & Vendor Management —Lead cross-functional teams (Product, Architecture, Integration, Data) to deliver high-impact initiatives on time and budget. Manage vendor relationships (Solifi, Northteq, Salesforce, Tamarack) and negotiate SLAs, statements of work, and escalations, while holding vendors accountable for their scope of work. Implement agile methods with financial discipline (budget tracking, earned value, milestone gates). Finance Partnership & CFO Alignment —Assist in translating structured finance strategies (e.g., securitizations, warehouse lines, syndications, managed accounts) into technology workflows and reporting needs. Work with IT to drive automation across booking, servicing, cash management, reconciliations, covenant reporting, and investor packages. Support scenario planning, stress testing, and analytics for capital allocation and risk-adjusted returns. People Leadership & Culture —Build and mentor a high-performing team; foster a culture of accountability, documentation rigor, and continuous improvement. Work with IT to establish clear roles (platform administration, integration engineering, data engineering, analytics) and succession plans. Champion change management—user training, adoption metrics, and feedback loops. Required Experience, Education, and Qualifications
Required
At least ten (10) in enterprise technology leadership with at least seven (7) in lending/lease or structured financing (asset-based lending, equipment finance, specialty finance, or captive finance). At least ten (10) in enterprise technology leadership with at least seven (7) in lending/lease or structured financing (asset-based lending, equipment finance, specialty finance, or captive finance). Hands-on expertise with Salesforce CRM, Solifi ILS (or similar servicing platforms), and Northteq (or similar origination/automation platforms)—including configuration, integrations, automation, reporting. Proven delivery of complex integrations across LOS/CRM/ILS/ERP/data warehouse using APIs and middleware (e.g., Workato, Azure). Strong grasp of lending lifecycle: origination, underwriting, booking, servicing, collections, payoffs, residuals, remarketing, and accounting. Experience establishing controls aligned to SOX/GLBA, SOC 2, vendor risk management, and audit requirements. Advanced skills in data architecture, SQL, and BI (Power BI); familiarity with Python for analytics preferred, not required. Exceptional stakeholder management—able to translate finance objectives into technical plans and measurable outcomes. Familiarity with Microsoft Sharepoint, Onedrive, Box, and associated automated workflows. Preferred Background in structured finance capital markets (securitizations, warehouse facilities, covenant reporting). Certifications: Salesforce Admin/Platform App Builder, Workato, PMP/SAFe/Scrum are preferred not required. Cloud experience (Azure/AWS), microservices, event streaming (Kafka/Service Bus) preferred not required. Familiarity with eSignature (DocuSign/Adobe), KYC/AML, credit bureaus, ACH/lockbox, and other document management systems. Financial Acumen, specifically an understanding of cost of funds, yield, loss provisioning, residuals, and how systems impact them. Working Conditions
Prolonged periods sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Positions self to install equipment, including under desks. Moves throughout the building to access files. Must be able to comprehend and follow written and oral instructions. Must be able to complete tasks even with frequent interruptions. Must be able to use discretion and independent judgment as needed. Must be able to speak clearly on the phone and to fellow workers. This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and the requirements of the job change. Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.
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Job Title:
Director of Technology Strategy & Integration Status:
Full-time Location:
Fort Worth, TX About us
Equify Financial is a privately owned specialty finance company in Fort Worth, Texas. We provide flexible, collateral-based lending solutions tailored to each client’s needs. Role
Equify Financial is seeking a seasoned technology leader to own the end-to-end strategy, integration, and optimization of our technology system stack. This role will partner closely with the Equify Senior Leadership Team and IT Leadership to drive technology-enabled efficiencies, portfolio scalability, compliance rigor, and actionable insights. The Director of Technology Strategy & Integration will serve as the business-aligned technology owner for our lending platforms—Salesforce CRM, Solifi ILS (asset-based lending/lease servicing), Northteq (origination/automation), and adjacent applications—ensuring they are integrated, secure, reliable, and delivering measurable outcomes. Responsibilities
Technology Strategy & Roadmap (Finance-Aligned) —Define a 24–36 month technology roadmap aligned with growth objectives, funding structures, risk management, and operational KPIs. Translate finance goals (e.g., cost of funds optimization, portfolio yield, servicing efficiency, credit quality) into clear technology capabilities and sequencing. Build business cases, TCO models, and ROI analyses for platform investments, upgrades, and new capabilities. Enterprise Integration & Architecture —Architect and oversee integrations between Salesforce, Solifi ILS, Northteq, credit bureaus, Docusign eSignature, document management, payment gateways, GL/ERP, and data warehouses. Contribute to continuous integration standards (APIs, ETL/ELT patterns, event-driven architecture, data contracts) using modern middleware (e.g., Workato, IPAAS, Azure Integration Services). Ensure data lineage, master data management, and reference data integrity across origination, underwriting, booking, servicing, collections, and reporting. Platform Ownership & Optimization —Serve as executive Product Owner for the technology stack—prioritize backlogs, design scalable configurations, and drive adoption of best practices. Optimize Salesforce (Sales/Service/Experience Cloud), Solifi ILS (contract setup, billing, cash application, collateral management), and Northteq (LOS/portals/automation) for throughput and quality. Data, Analytics & Reporting —Partner with Finance/Accounting and the Data Architecture team to automate reporting for portfolio performance, delinquency, charge-offs, residuals, advance rates, covenant monitoring, and other reports as needed by the business. Assist the data architecture team in the evolution of data pipelines into a governed data Lakehouse environment; provide direction on Power BI dashboards, operational scorecards, and executive reporting. Implement data quality and reconciliation controls (system-of-record clarity, trial balance tie-outs, subledger alignment to GL, etc.). Risk, Controls & Compliance —Assist the Governance team in developing controls supporting SOX, GLBA, SOC2, reports, vendor due diligence, and audit readiness. Ensure secure-by-design architecture with strong IAM, role-based access, PII protection, retention policies, and robust DR/BCP. Delivery Leadership & Vendor Management —Lead cross-functional teams (Product, Architecture, Integration, Data) to deliver high-impact initiatives on time and budget. Manage vendor relationships (Solifi, Northteq, Salesforce, Tamarack) and negotiate SLAs, statements of work, and escalations, while holding vendors accountable for their scope of work. Implement agile methods with financial discipline (budget tracking, earned value, milestone gates). Finance Partnership & CFO Alignment —Assist in translating structured finance strategies (e.g., securitizations, warehouse lines, syndications, managed accounts) into technology workflows and reporting needs. Work with IT to drive automation across booking, servicing, cash management, reconciliations, covenant reporting, and investor packages. Support scenario planning, stress testing, and analytics for capital allocation and risk-adjusted returns. People Leadership & Culture —Build and mentor a high-performing team; foster a culture of accountability, documentation rigor, and continuous improvement. Work with IT to establish clear roles (platform administration, integration engineering, data engineering, analytics) and succession plans. Champion change management—user training, adoption metrics, and feedback loops. Required Experience, Education, and Qualifications
Required
At least ten (10) in enterprise technology leadership with at least seven (7) in lending/lease or structured financing (asset-based lending, equipment finance, specialty finance, or captive finance). At least ten (10) in enterprise technology leadership with at least seven (7) in lending/lease or structured financing (asset-based lending, equipment finance, specialty finance, or captive finance). Hands-on expertise with Salesforce CRM, Solifi ILS (or similar servicing platforms), and Northteq (or similar origination/automation platforms)—including configuration, integrations, automation, reporting. Proven delivery of complex integrations across LOS/CRM/ILS/ERP/data warehouse using APIs and middleware (e.g., Workato, Azure). Strong grasp of lending lifecycle: origination, underwriting, booking, servicing, collections, payoffs, residuals, remarketing, and accounting. Experience establishing controls aligned to SOX/GLBA, SOC 2, vendor risk management, and audit requirements. Advanced skills in data architecture, SQL, and BI (Power BI); familiarity with Python for analytics preferred, not required. Exceptional stakeholder management—able to translate finance objectives into technical plans and measurable outcomes. Familiarity with Microsoft Sharepoint, Onedrive, Box, and associated automated workflows. Preferred Background in structured finance capital markets (securitizations, warehouse facilities, covenant reporting). Certifications: Salesforce Admin/Platform App Builder, Workato, PMP/SAFe/Scrum are preferred not required. Cloud experience (Azure/AWS), microservices, event streaming (Kafka/Service Bus) preferred not required. Familiarity with eSignature (DocuSign/Adobe), KYC/AML, credit bureaus, ACH/lockbox, and other document management systems. Financial Acumen, specifically an understanding of cost of funds, yield, loss provisioning, residuals, and how systems impact them. Working Conditions
Prolonged periods sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Positions self to install equipment, including under desks. Moves throughout the building to access files. Must be able to comprehend and follow written and oral instructions. Must be able to complete tasks even with frequent interruptions. Must be able to use discretion and independent judgment as needed. Must be able to speak clearly on the phone and to fellow workers. This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and the requirements of the job change. Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.
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