Director, Customer Engagement Platforms
Role Overview
The Director owns the technology strategy, engineering execution, and production health of platforms powering Questrade’s client service experience.
The remit includes internal tooling, an AI service agent, telephony, CRM, and supporting learning, quality assurance, and knowledge-base platforms.
The role partners with Operations leadership to improve client experience, cost to serve, and operational scale.
Key Skills for This Role
Full Job Posting
Role overview
The Director owns the technology strategy, engineering execution, and production health of platforms powering Questrade’s client service experience.
The remit includes internal tooling, an AI service agent, telephony, CRM, and supporting learning, quality assurance, and knowledge-base platforms.
The role partners with Operations leadership to improve client experience, cost to serve, and operational scale.
Platform strategy and internal tooling
- Own the multiyear roadmap for AI service, telephony, CRM, and customer engagement systems.
- Define target architecture, integration patterns, and data flows across core and supporting platforms.
- Make build, buy, and consolidate decisions with Enterprise Architecture; manage vendor roadmaps, contracts, performance, and licensing value.
- Lead internal tooling product management and optimize native tools to reduce avoidable contact volume.
- Use contact-driver data and operational feedback to deliver self-service, proactive communications, workflow automation, and tooling improvements.
- Set measurable contact reduction, deflection, and cost-to-serve targets and report realized value.
AI, customer experience, and operations
- Lead AI service-agent integrations, tuning, guardrails, and handoffs between AI and human agents.
- Develop telephony routing and omnichannel capabilities for Sales and Customer Service agents.
- Integrate learning, quality assurance, and knowledge-base platforms with core systems to support coaching and resolution outcomes.
- Design end-to-end client and agent journeys and track experience and efficiency metrics.
- Identify and implement process improvements using AI, RPA, and workflow automation; establish responsible AI governance and human oversight.
Engineering leadership and governance
- Own production availability, incident response, root-cause resolution, and platform resilience.
- Define operational and engineering KPIs and drive continuous improvement in delivery and support.
- Coordinate dependencies across engineering groups and contact-centre initiatives.
- Promote Agile, DevOps, and SRE practices and review solutions for quality and business fit.
- Ensure security by design, privacy by design, IT governance, and regulatory compliance.
Experience and expertise
- Business planning, budget planning, and financial management experience, including vendor and licensing investments.
- Hands-on implementation, integration, optimization, and production support experience with Decagon, Genesys Cloud, and Salesforce, or comparable platforms in each category.
- Experience with learning, quality assurance, knowledge-management, internal tooling, and contact-reduction automation.
- Experience unifying or consolidating multiple platform landscapes into a cohesive customer engagement ecosystem.
- Ability to apply AI and automation to productivity, service delivery, and client experience.
- Strong understanding of control frameworks in highly regulated businesses.
- Advanced expertise in Agile, SAFe, DevOps, SRE, and Chapters in large-scale technology organizations.
- Strong analytical and problem-solving ability, urgency, and systemic ownership across teams and platforms.
Compensation
- The listed base salary range is CAD 200,000–225,000; final compensation depends on experience, skills, and geographic location.
- The posting describes benefits and a competitive incentive program for full-time permanent roles.
Workplace
- The employer describes its workplace as hybrid, with at least three days in the office.
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