Head of Business Systems

About Triple Point

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.

There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025'.

If this sounds like an environment where you would flourish, then read on

The Digital & Technology Function

The Digital & Technology function provides the systems, data, tools and technical capabilities that power Triple Point. The team implements, maintains and optimises platforms that enable the business to operate efficiently, safely and with pace ensuring systems are reliable, integrated, commercially aligned and continually improving. Its purpose is to enhance productivity, reduce risk, enable high-quality data and reporting and support the delivery of exceptional outcomes across all investment, lending and operational teams.

The Team

• The Business Systems team sits centrally within Digital & Technology and works across every major business area including Distribution, Private Credit, Finance, Legal, Risk and other core functions.
• The team is responsible for the lifecycle of Triple Point’s core systems, including a heavily customised Salesforce platform (with Experience Cloud and customer-facing portals), integrated tools, data flows and supporting processes.
• The team includes system analysts, product managers and an offshore Salesforce development team. It operates closely alongside the Data & Insight team, Tech Ops, and Digital Solutions, forming the wider capability that drives automation, integration, AI adoption, data governance and digital enablement across Triple Point.

The Role

• The Head of Business Systems leads Triple Point’s enterprise systems capability. The role oversees product managers, system analysts, and offshore developers, ensuring that the platforms used across Distribution, Private Credit, Finance, and central teams are reliable, scalable, and continually improving.
• This role defines the systems strategy, establishes strong governance, and delivers a centrally aligned roadmap that drives automation, data quality, AI adoption and operational efficiency. Working closely with Data & Insight, the role ensures our systems integrate effectively and support high-quality, well-structured data that underpins reporting and insight.

Key Responsibilities

Leadership & Strategy

• Lead the enterprise systems strategy and roadmap, ensuring alignment across business units.
• Manage and develop a multidisciplinary team (analysts, product managers, offshore Salesforce developers).
• Establish and maintain governance, documentation and quality assurance standards.
• Act as a key strategic partner to the CIO and wider Executive team, shaping Triple Point’s enterprise systems and digital strategy so that it supports the firm’s commercial objectives and risk appetite.
• Provide clear, insight-led recommendations on roadmap priorities, investment decisions and emerging technology opportunities, balancing innovation with operational stability.

Salesforce Platform Ownership

• Own and evolve Triple Point’s customised Salesforce platform, including Experience Cloud and customer-facing portals.
• Ensure strong backlog practices, release management discipline and high solution quality.

Delivery & Governance

• Define and enforce frameworks for sprints, releases, testing and documentation.
• Implement Definition of Ready/Definition of Done, code review standards and testing expectations.
• Act as an escalation point for system incidents, maintaining calm and clarity.

Data, Integrations & Architecture

• Partner with Data & Insight to embed strong data governance and improve data quality.
• Ensure systems support clean, connected data structures for reporting and insight.
• Lead procurement and vendor/RFP processes for new tools.

Optimisation, Automation & AI

• Identify opportunities to reduce manual processes and improve efficiency.
• Champion automation and AI adoption across workflows and systems.
• Recommend system improvements that support commercial and operational goals.

Stakeholder Management

• Build trusted relationships with Executive sponsors and functional heads, ensuring there is ongoing alignment between business priorities and the systems roadmap.

Competencies

Technical & Domain Expertise

• Experience as: Product Owner, Platform Owner, Salesforce Lead or Head of Business Systems.
• Proven experience with heavily customised, business-critical Salesforce orgs.
• Strong understanding of system architecture, integration patterns, low-code automation and data governance.
• Expert business analysis skills: workshops, requirements elicitation, as-is/to-be mapping.
• Skilled in writing user stories, defining acceptance criteria and managing backlogs.
• Experience enforcing structured delivery practices (code reviews, testing, release governance).
• Ability to challenge developers on testing depth, edge cases and data implications.
• Financial services experience essential (lending, private credit, investment management), with a good understanding of accounting and financial movements.

Salesforce Certifications — One or more required

• Salesforce Administrator
• Salesforce Business Analyst
• Experience Cloud Consultant
• Platform App Builder
• Sales Cloud Consultant
• Service Cloud Consultant
• Architect-level certifications (e.g., App Architect, Integration Architect)

Commercial & Domain Awareness

• Able to learn complex financial concepts quickly.
• Comfortable discussing pipelines, AUM, mandates, onboarding, lending lifecycle events and credit processes
• Able to connect system decisions to commercial outcomes.

Leadership & Behavioural Strengths

• Outstanding communication skills, able to operate at both technical and executive levels.
• Skilled at translating business needs into delivery requirements and technical constraints into business language.
• Strong facilitator of workshops and trade-off conversations.
• Able to switch smoothly between strategic thinking, detailed solution design and operational issue management.
• Calm under pressure with strong prioritisation judgment.

Why Join us?

• You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
• We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
• Opportunities for professional development and career progression.

At Triple Point, high performance means living our values every day:

• Stay Curious.
• Be Generous.
• Take Thoughtful Action.
• Pull Together.
• Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work.

We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgment.