Director of Technology, Data & Reporting

Confidential Opportunity

About the Opportunity

Technology + Data/Reporting + AI/Automation + Project Execution + Compliance + Team Leadership

We are partnering with a growing, service-based organization seeking a Director of Technology, Data & Reporting to lead its technology strategy, data and reporting functions, and continued operational improvements.

This is an exciting opportunity for a strategic yet hands-on leader who can transform a primarily reactive technology function into a proactive, scalable department that supports continued organizational growth.

Reporting to executive leadership, this individual will lead an established team and play a critical role in improving reporting capabilities, implementing AI and automation, strengthening technology infrastructure, and driving projects to completion.

Key Responsibilities

Technology Strategy & Leadership

• Develop and execute a technology roadmap aligned with organizational growth and business objectives.

• Evaluate existing systems, processes, and infrastructure to identify opportunities for greater efficiency and scalability.

• Lead, mentor, and develop the technology and reporting team while establishing clear priorities and accountability.

Data, Reporting & Analytics

• Oversee client and internal reporting, dashboards, data integrations, and business intelligence initiatives.

• Ensure accurate, timely reporting and compliance with applicable industry requirements.

• Improve reporting processes through standardization, automation, and enhanced data accessibility.

AI & Process Automation

• Identify and implement practical AI and automation solutions that improve operational efficiency.

• Partner with department leaders to streamline workflows, reduce manual processes, and improve productivity.

• Evaluate emerging technologies and lead successful implementation and adoption.

Project Execution & Vendor Management

• Lead technology and reporting initiatives from planning through successful completion.

• Establish project priorities, timelines, accountability, and measurable deliverables.

• Manage relationships with external IT, cybersecurity, and software vendors, ensuring performance and alignment with business needs.

Qualifications & Experience

• Progressive leadership experience in technology, data, reporting, analytics, or a related field.

• Experience within insurance, financial services, risk management, or another data-intensive, service-based industry.

• Strong technical understanding of SQL, relational databases, reporting platforms, data integrations, APIs, and business intelligence tools.

• Experience implementing automation solutions and applying AI to business operations.

• Proven ability to manage complex projects, establish priorities, and deliver results.

• Experience leading and developing technical teams while remaining comfortable providing hands-on guidance when needed.

• Working knowledge of IT infrastructure, cybersecurity fundamentals, and third-party vendor management.

• Strong communication, problem-solving, and organizational skills, with the ability to translate technical concepts into business solutions.

Ideal Candidate

The ideal candidate is a strategic thinker and hands-on leader who combines strong technical expertise with a demonstrated ability to build processes, develop teams, and execute initiatives.

We are seeking someone who is proactive, organized, and comfortable challenging existing processes to create better solutions. This individual should have the technical depth to troubleshoot issues and guide the team without needing to personally execute every task.

This position is best suited for a technology and data leader rather than someone whose experience is primarily traditional IT support or infrastructure management.

Why This Opportunity?

This is an opportunity to make a meaningful impact within a growing organization by building scalable technology and reporting capabilities, introducing innovative solutions, and developing a team positioned for long-term success.