Vice President | Applications

#LI-CM #LI-Hybrid

CBIZ Benefits and Insurance is separating from CBIZ and building its own technology organization. The VP of Applications will own the application landscape: the platforms that run our Benefits and Insurance businesses, the custom and homegrown systems around them, and the new ERP. You will help decide which applications we keep, replace, or retire, lead the move off CBIZ-provided systems, and build a nimble team focused on delivering business value.

Essential Functions & Primary Duties

Application strategy and roadmap: Own the application portfolio, architecture direction, build-versus-buy decisions, and modernization of homegrown platforms

Carve-out execution: Lead application separation, data segregation, and cutover from CBIZ systems. Manage transition services agreements (TSAs) and exit criteria, vendor contract assignment and consent, and Day-One and standalone readiness

ERP selection and implementation: Participate in the ERP decision (Microsoft Dynamics or NetSuite) and the implementation. Partner with the CFO and business partners on standalone financial reporting, close, and audit readiness

Technology intake and prioritization: Run the technology intake process so that every request has a strong business case, clear ownership, and a ranked priority. Hold the portfolio to value, cost, and capacity

Team building: Build a nimble, product-minded team focused on delivering business value. Retain transferred talent and hire where needed

Apps ecosystem and integration: Understand the overall application and data ecosystem, and direct integration efforts between applications, both now and in the future

Platform ownership: Manage Salesforce (CRM and Service Cloud), agency management and benefits administration platforms, and other SaaS and off-the-shelf systems

Custom development: Lead the development and management of homegrown platforms across the full software lifecycle, with secure SDLC practices

Delivery model: Manage a development organization that blends onshore and offshore partners, including vendor selection, SLAs, and performance management

AI enablement: Implement AI solutions that improve business operations. Make sure the development team uses AI to raise delivery velocity and automation. Partner on AI governance, data handling, and vendor risk

Software capitalization: Apply software capitalization processes and policies with Finance, including time tracking and audit support

Business partnership: Work closely with business leaders in Benefits and Insurance to turn needs into outcomes

Security and compliance: Work with the infrastructure and security leader on identity, access, and application risk. Support SOC 2 and PHI/PII requirements

Financial management: Own the applications budget, including capex and opex

Preferred Qualifications

Private equity or sponsor-backed company experience, including board and sponsor reporting

Experience with integration platforms, carrier and EDI feeds, and data and analytics platforms

Experience working with the Genesys telephony system

Familiarity with delivery metrics (DORA or similar) and product-oriented delivery models

Bachelor's degree in computer science, information systems, or a related field; advanced degree a plus

10+ years managing software development teams, with experience at a senior leadership level

Deep experience managing both custom-built applications and off-the-shelf and SaaS platforms

Experience implementing a new ERP system (Microsoft Dynamics or NetSuite)

Experience developing and managing homegrown platforms

Prior experience in the Benefits and Insurance industry, including agency management platforms (for example Applied Epic or Vertafore AMS360)

Experience managing Salesforce.com, including CRM and Service Cloud

Proven ability to understand the overall application and data ecosystem, and to direct integration efforts between applications, both now and in the future

Experience leading a carve-out, divestiture, or TSA-based separation

Experience selecting and implementing ETL tools for the enterprise

Experience managing large SQL environments

Demonstrated success implementing AI solutions that improve business operations, and driving AI use within development teams

Experience managing teams that use onshore and offshore partners

Working knowledge of software capitalization processes and policies

Proven ability to run a technology intake and prioritization process

Strong collaboration skills and a genuine desire to partner with the business

Success Measures

Applications separated from CBIZ on schedule and within the TSA window

ERP selected and implemented on time and within budget

A transparent intake process with business cases and a prioritized roadmap

Measurable gains in delivery velocity and operational efficiency from AI

A stable, engaged, high-performing team

Data warehouse/BI and Reporting: Design, build and deploy a data warehousing strategy for the new organization. Ensure master data management and self service tools are available for all users

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Minimum Qualifications

The successful candidate will be credentialed in applicable areas of expertise (i.e. law, accounting, tax, product/services) with at least ten years of relevant experience in the field or industry.

Must have strengths in leadership and management from a strategic perspective.

Excellent verbal and written communication skills, collaborative with internal groups to reach workable solutions, able to anticipate problems, creatively assess alternatives and manage conflicts.

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.