Job Description

Overview

The Company is a marketing technology (MarTech) company specializing in innovative software solutions that transform how financial institutions and businesses connect with prospects and customers. Our product suite drives client engagement through a service-oriented delivery model on a cloud-based platform designed to streamline workflows across multiple channels.

As we accelerate our market expansion, we are seeking a highly skilled, visionary Board Member to guide our growth, contribute to our strategic direction, and ensure strong governance for our family-owned enterprise.

Key Responsibilities

• Strategic Guidance: Collaborate with the President and executive leadership to define and refine the company’s long-term vision, strategy, and growth objectives.
• Governance & Oversight: Uphold strong governance practices, regulatory compliance, and ethical standards; provide oversight of annual reporting to shareholders.
• Financial Stewardship: Review and guide financial performance, including budgeting, forecasting, and investment decisions supporting scalable growth.
• Market Expansion & Partnerships: Leverage industry knowledge to identify opportunities for growth, strategic partnerships, and new market entry initiatives.
• Risk Management: Advise on potential risks and challenges, including competitive pressures, technological disruptions, and financial vulnerabilities.
• Talent & Culture: Help cultivate a strong organizational culture, attracting and retaining top talent in the MarTech space.
• Innovation Leadership: Provide insights on product and technology trends to ensure our suite remains cutting-edge and ahead of market demands.

Skills & Experience

• Industry Expertise: In-depth knowledge of marketing technology, including current trends, challenges, and emerging innovations.
• Strategic Leadership: Proven track record guiding high-growth companies through various development stages, from start-up to scale.
• Technology & Product Acumen:
• Large-Scale Systems: Demonstrated experience in conceptualizing, designing, and implementing robust, high-performance systems—ideally in a SaaS or MarTech environment.
• Familiarity with software development life cycles, tech stacks, and innovation best practices.
• Financial Acumen: Solid foundation in corporate finance, budgeting, and financial analysis.
• Governance & Compliance: Experience with corporate governance, risk management, and legal/regulatory requirements.
• Marketing & Sales: Proficiency in digital marketing, customer acquisition strategies, and data-driven marketing.

Qualifications

• Experience: Minimum of 10 years in senior leadership roles within technology or SaaS organizations.
• Track Record: Demonstrated success in building and scaling businesses.
• Collaborative Insight: Ability to offer independent, strategic perspectives while working cohesively with executive leadership and fellow Board members.
• MarTech Awareness: Deep understanding of the competitive MarTech landscape, including industry disruptors and emerging technologies.

Time Commitment

• Approximately 10–15 hours per quarter , primarily during quarterly Board meetings.
• Meetings are held at our company headquarters in Birmingham, Alabama .

Ideal Candidate

The ideal candidate is a forward-thinking leader with a history of entrepreneurship, bringing expertise in technology , financial services , and the development of large-scale systems . They will contribute to generational transition planning and play an essential role in expanding the company’s market presence.

Location

Board meetings take place in Birmingham, Alabama , with travel as necessary.

If you are eager to make a meaningful impact on a growing family-owned business and possess the expertise outlined above, we invite you to explore this opportunity to drive the Company’s continued success and evolution.

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