Escalon Services · 1 month ago
Chief Information Officer (CIO)
Escalon Services is a company that has been optimizing back-office processes for over 5,000 companies. The Chief Information Officer (CIO) will lead the technology vision and strategy, ensuring the integration of technology capabilities that enhance operational efficiency and client value.
Accounting
Responsibilities
Define and execute the enterprise-wide technology strategy aligned with business growth objectives, including organic expansion and M&A integration
Serve as a member of the executive leadership team, contributing to corporate strategy and long-term business planning
Drive the "One Escalon Platform" vision, creating a unified technology experience that combines proprietary innovation with best-in-class third-party solutions
Establish technology governance frameworks that balance innovation velocity with risk management and compliance
Develop and manage the overall technology budget (internal development, third-party systems, and IT operations), ensuring optimal ROI and resource allocation
Lead technology due diligence and integration planning for mergers and acquisitions
Oversee all software engineering initiatives and internal platform development through the VP of Global Engineering
Direct the development of proprietary, differentiated capabilities including: Advanced data analytics and business intelligence engines, Cross-system aggregation and unified data hub (single source of truth), AI-driven predictive decision support and automation, Core Escalon.ai platform capabilities
Ensure engineering teams follow modern software development practices, maintain high code quality, and deliver scalable, secure solutions
Drive innovation in cloud-native architecture (AWS), serverless solutions, and modern development frameworks (Node.js, Python, PHP)
Foster a culture of engineering excellence, continuous learning, and technical innovation across global development teams
Own the enterprise technology architecture that enables platform unification, scalability, and integration
Oversee the Enterprise Technology and Architecture Leader in delivering a cloud-first, COTS-first (Commercial Off-The-Shelf) ecosystem
Govern the selection, integration, and management of all third-party platforms and tools, including: Month-end close, planning and budgeting systems, Compliance and automation utilities, Bill payment, e-signature, and workflow tools, Time tracking systems (strategic exception requiring special oversight)
Establish and enforce architectural standards, integration patterns (API-first, iPaaS), and vendor management practices
Drive rationalization of the technology portfolio to eliminate redundancy, reduce technical debt, and optimize licensing costs
Ensure seamless data flow across all systems through robust integration architecture and master data management
Oversee all IT infrastructure, including cloud infrastructure (AWS), networks, systems, and end-user computing
Direct IT helpdesk operations, ensuring responsive and high-quality support for employees across US and India locations
Establish and monitor SLAs for all IT services, driving continuous improvement in service delivery
Lead IT asset management, procurement, and vendor relationships for hardware, software, and technology services
Ensure business continuity planning, disaster recovery capabilities, and system reliability across all technology platforms
Optimize IT operations for a distributed workforce (US-based remote and global delivery team in India)
Own the enterprise cybersecurity strategy, ensuring protection of company and client data across all systems
Establish and maintain security governance frameworks, policies, and procedures aligned with industry standards and regulatory requirements
Ensure compliance with data privacy regulations (GDPR, CCPA, etc.) and industry-specific security requirements
Oversee identity and access management, security monitoring, incident response, and vulnerability management
Conduct regular security assessments and audits, remediating identified risks
Build and maintain a security-aware culture through training and awareness programs
Manage cyber insurance and coordinate with legal/compliance on security-related matters
Champion a customer-centric technology approach, operationalizing Voice of Customer (VoC) feedback through NPS, CSAT, usage analytics, and support escalations
Translate customer insights into technology improvements that enhance platform reliability, usability, and value
Ensure platform evolution reduces client burden and avoids disruptive replatforming
Drive unified user experience across all platform capabilities and integrated tools
Build, lead, and develop a high-performing technology organization including: VP of Global Engineering and software development teams, Enterprise Technology and Architecture Leader, IT Operations and Helpdesk teams, Cybersecurity and compliance teams
Provide mentorship and career development for technology leaders
Foster collaboration across technology, product, delivery, sales, and support organizations
Establish clear accountability, KPIs, and performance metrics for all technology functions
Cultivate a culture of innovation, operational excellence, and continuous improvement
Define and track KPIs for platform health, engineering velocity, integration performance, IT service delivery, security posture, and system uptime
Provide regular executive reporting on technology strategy progress, risks, and business impact
Ensure transparency in technology spend, project status, and resource utilization
Identify and mitigate technology-related business risks with clear mitigation plans
Qualification
Required
Bachelor's degree in Computer Science, Information Systems, Engineering, or related field
15+ years of progressive technology leadership experience, including at least 5 years in C-level or senior executive roles
Proven track record leading technology organizations in companies of similar size ($50M-$250M revenue range)
Experience managing global teams, including offshore development and delivery
Demonstrated success in both platform/product development and enterprise IT operations
Strong background in B2B SaaS, technology-enabled services, or business process management
Deep understanding of enterprise architecture, cloud infrastructure (AWS strongly preferred), and modern software development
Hands-on experience with platform strategy, system integration, API architecture, and iPaaS solutions
Strong knowledge of cybersecurity frameworks, compliance requirements, and risk management
Experience with data architecture, analytics platforms, and AI/ML capabilities
Familiarity with IT service management best practices (ITIL or similar)
Understanding of software engineering methodologies, DevOps, and agile practices
Ability to translate business strategy into technology capabilities and roadmaps
Exceptional communication and presentation skills for board, executive, and cross-functional audiences
Proven ability to drive organizational transformation and technology modernization
Experience managing multi-million dollar budgets with strong ROI orientation
Skilled in negotiating and managing relationships with technology vendors and partners
Track record of building and developing high-performing technology teams
Ability to collaborate effectively with non-technical executives and translate technical concepts
Ambitious and driven, yet humble and collaborative
Hands-on leader who isn't afraid to roll up sleeves when needed
Strong problem-solving and analytical capabilities
Comfortable with ambiguity and rapid change in a growth environment
Balance of strategic thinking and operational execution
Customer-obsessed with focus on delivering business value
High integrity with strong ethical standards
Preferred
Master's degree (MBA or technical master's)
Experience in private equity-backed companies
Background in professional services or B2B technology platforms
Prior experience with M&A technology integration
Industry certifications (e.g., CISSP, CISM, AWS Certified Solutions Architect)
Benefits
Medical, Dental, and Vision insurance
Life and Disability insurance (STD/LTD)
401K Retirement Plan
Paid holidays
Flexible PTO
Company
Escalon Services
Escalon exists to unburden entrepreneurs.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Harbor Capital
2022-10-25Private Equity
Recent News
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