SMB Team ยท 13 hours ago
Chief Technology & AI Officer
SMB Team is the fastest-growing digital marketing and coaching business for attorneys nationwide and they are looking for a Chief Technology & AI Officer to join their team. The role involves owning the company-wide technology and AI strategy, designing and implementing an agentic operating model, and overseeing platform and data architecture ownership.
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Responsibilities
Own Company-Wide Technology & AI Strategy
Define and maintain the long-term architecture for SMB Team and affiliated entities
Ensure all technology decisions ladder up to scalability, leverage, and client results
Design and Implement an Agentic Operating Model
Architect AI agents across sales, service delivery, finance, operations, and internal reporting
Clearly define what decisions should be automated vs human-led
Platform & Data Architecture Ownership
Establish a single source of truth for client and operational data
Ensure real-time updates, notifications, and intelligent recommendations across teams
Governance, Security, and Compliance
Own data security, access permissions, and AI governance standards
Ensure compliance across all tools, vendors, and integrations
Tooling, Vendor, and Budget Authority
Set standards for tools and platforms
Approve or reject technology investments and manage the tech budget
Leadership & Cross-Functional Influence
Lead through influence and clarity, not micromanagement
Partner closely with department leaders to redesign workflows and operating models
Qualification
Required
Own Company-Wide Technology & AI Strategy
Define and maintain the long-term architecture for SMB Team and affiliated entities
Ensure all technology decisions ladder up to scalability, leverage, and client results
Design and Implement an Agentic Operating Model
Architect AI agents across sales, service delivery, finance, operations, and internal reporting
Clearly define what decisions should be automated vs human-led
Platform & Data Architecture Ownership
Establish a single source of truth for client and operational data
Ensure real-time updates, notifications, and intelligent recommendations across teams
Governance, Security, and Compliance
Own data security, access permissions, and AI governance standards
Ensure compliance across all tools, vendors, and integrations
Tooling, Vendor, and Budget Authority
Set standards for tools and platforms
Approve or reject technology investments and manage the tech budget
Leadership & Cross-Functional Influence
Lead through influence and clarity, not micromanagement
Partner closely with department leaders to redesign workflows and operating models
Benefits
We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
Flexible vacation time - We encourage you to take time to recharge so you can be your best here at work.
Team member education and learning budget on courses, events and books.
Company activities, outings, and retreats.
401(k) with a 3% Match.
WFH or come to the office. The choice is yours!
Company
SMB Team
SMB Team helps law firms through digital marketing services, courses and coaching.
Funding
Current Stage
Growth StageRecent News
The Philadelphia Inquirer
2025-08-14
Company data provided by crunchbase