Director of Technology Strategy & Integration
Equify Financial, LLC, Fort Worth, Texas, United States, 76102
Director of Technology Strategy & Integration
Job Category : Executive
Requisition Number : DIREC003757
Posted : January 23, 2026
Full-Time
On-site
Locations Fort Worth, TX 76116, USA
Description Company Overview Equify Financial is an independent commercial finance specializing in asset-backed lending solutions for complex lending needs across construction, industrial, transportation, and specialty equipment markets. Our approach blends disciplined credit execution with flexibility, speed, and deep industry understanding, supporting business owners where traditional lenders fall short.
Role Summary 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.
Key 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 continued 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 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 Education, Experience, 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).
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.
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 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.
I acknowledge that I have read and understand the description of this position and have had the opportunity to ask my supervisor about any points I did not understand. I hereby state that I can perform the essential functions of this position with or without reasonable accommodation.
#EQUIFYFINANCIAL #LI-ONSITE #LI-JC1 Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Requisition Number : DIREC003757
Posted : January 23, 2026
Full-Time
On-site
Locations Fort Worth, TX 76116, USA
Description Company Overview Equify Financial is an independent commercial finance specializing in asset-backed lending solutions for complex lending needs across construction, industrial, transportation, and specialty equipment markets. Our approach blends disciplined credit execution with flexibility, speed, and deep industry understanding, supporting business owners where traditional lenders fall short.
Role Summary 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.
Key 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 continued 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 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 Education, Experience, 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).
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.
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 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.
I acknowledge that I have read and understand the description of this position and have had the opportunity to ask my supervisor about any points I did not understand. I hereby state that I can perform the essential functions of this position with or without reasonable accommodation.
#EQUIFYFINANCIAL #LI-ONSITE #LI-JC1 Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr