Director of AI, CRM & Lead Systems

To 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.

• Full 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.

• Oversee 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, TikTok
• Conversion tracking, re-engagement tagging, and reporting back to CRM
• Build high-frequency AI content calendars across social channels
• Auto-generate video captions, microcontent, carousel posts, quotes, emails
• Connect to CRM cadences and nurture flows
• Work 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 performance
• Implement app or web-based modules for content delivery, procedure education, and patient tracking when needed
• Continuously monitor and improve:
• Revenue collection cycle
• Missed opportunity closure
• Assistant and call center follow-up efficiency
• Lead-to-payment timing per procedure
• Own all AI and digital experiences for:
• Website
• Ads
• Email
• DMs
• Chatbots
• Social posts

• Salesforce Sales Cloud Admin, CPQ, Flow Builder (required)
• Conga Composer Conga Sign (required)
• Stripe, Cherry, Venmo, Apple Pay API integrations
• Intercom Fin AI, ManyChat, Drift, Zapier, Tray.io
• Twilio SMS flows smart logic branching
• Website/web app design experience: Webflow, WordPress, or similar
• Google Ads, Meta Ads, YouTube PPC setup and optimization
• AI social content generation: Descript, Pictory, Opus Clip, Vidyo.ai
• Tableau CRM / Salesforce Reports