#LI-CM #LI-Hybrid
ResponsibilitiesCBIZ 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
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.
Skills Required
- At least ten years of relevant experience in the applicable field or industry
- Strategic leadership and management strengths
- Excellent verbal and written communication skills
- Ability to collaborate with internal groups to reach workable solutions
- Ability to anticipate problems, creatively assess alternatives, and manage conflicts
- 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 with the Genesys telephony system
- Familiarity with DORA or similar delivery metrics and product-oriented delivery models
- Bachelor’s degree in computer science, information systems, or a related field; advanced degree is a plus
- Ten or more years managing software development teams, including senior leadership experience
- Deep experience managing custom-built applications and off-the-shelf or SaaS platforms
- Experience implementing a new ERP system such as Microsoft Dynamics or NetSuite
- Experience developing and managing homegrown platforms
- Benefits and Insurance industry experience, including agency management platforms such as Applied Epic or Vertafore AMS360
- Experience managing Salesforce.com, including CRM and Service Cloud
- Ability to understand application and data ecosystems and direct integration efforts
- Experience leading a carve-out, divestiture, or TSA-based separation
- Experience selecting and implementing enterprise ETL tools
- Experience managing large SQL environments
- Demonstrated success implementing AI solutions that improve business operations
- Experience driving AI adoption within development teams
- Experience managing teams using onshore and offshore partners
- Working knowledge of software capitalization processes and policies
- Ability to run a technology intake and prioritization process
- Strong collaboration skills and willingness to partner with the business
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
