Director of AI, CRM & Lead Systems

Mission of the RoleTo architect, execute, and manage every layer of the digital infrastructure"”from Salesforce CRM and AI communications to social automation, revenue tracking, app/landing page development, and online content production"”ensuring all leads are tracked, quoted, nurtured, and monetized. This role owns the entire tech and AI stack from web lead to payment collection and post-treatment engagement.Key OutcomesFull ownership of all online and CRM technologies across website, call center, AI bots, quoting, and payment capture.Convert web/social/PPC/ad leads into booked, paid treatments through AI cadences, quote incentives, and dynamic re-engagement.Design, manage, and deploy treatment-specific landing pages with automated quoting and AI chat support.Coordinate and deploy online ads and AI lead-gen funnels for high-value procedures.Develop ongoing, intelligent social media content using AI and auto-publishing tools.Build reporting dashboards showing attribution, pipeline health, team performance, and collection status.Collaborate with marketing, sales, and call center to optimize revenue speed, conversion timing, and retention.Use AI to create apps, web experiences, and content that dominate competitor visibility.ResponsibilitiesOversee and maintain all technology platforms used in the business: Salesforce, CPQ, Conga, Intercom, ManyChat, Stripe, payment APIs, Drift, and dashboarding tools.Manage inbound website lead flows: ensure form UTM capture, service routing, Salesforce push, AI-driven first reply, and CRM follow-through.Lead ad-based growth strategy and AI optimization:Targeted ads on YouTube, Google, Meta, IG, TikTokConversion tracking, re-engagement tagging, and reporting back to CRMBuild high-frequency AI content calendars across social channelsAuto-generate video captions, microcontent, carousel posts, quotes, emailsConnect to CRM cadences and nurture flowsWork with the executive team to build strategies for top-tier procedures (penis treatments, acne scars, aesthetic surgery, injectables, longevity)Create weekly AI-powered reports benchmarking leads, revenue collected, reengagements, quote status, and assistant performanceImplement app or web-based modules for content delivery, procedure education, and patient tracking when neededContinuously monitor and improve:Revenue collection cycleMissed opportunity closureAssistant and call center follow-up efficiencyLead-to-payment timing per procedureOwn all AI and digital experiences for:WebsiteAdsEmailDMsChatbotsSocial postsRequired Technical SkillsSalesforce Sales Cloud Admin, CPQ, Flow Builder (required)Conga Composer + Conga Sign (required)Stripe, Cherry, Venmo, Apple Pay API integrationsIntercom Fin AI, ManyChat, Drift, Zapier, Tray.ioTwilio SMS flows + smart logic branchingWebsite/web app design experience: Webflow, WordPress, or similarGoogle Ads, Meta Ads, YouTube PPC setup and optimizationAI social content generation: Descript, Pictory, Opus Clip, Vidyo.aiTableau CRM / Salesforce Reports

Created: 2025-10-02