Associate Director, CRM Integration Lead

Grant Thornton
Chicago, Atlanta, Baltimore, Charlotte, Cincinnati, Cleveland, Columbia, Dallas, Denver, Hartford, Houston, Kansas City, Milwaukee, Minneapolis, Oklahoma City, Orlando, Philadelphia, Phoenix, Pittsburgh, Raleigh, Salt Lake City, Wichita, Bellevue, Boston, Los Angeles, New York, San Diego, San Francisco, San Jose
Workplace: HybridFull timeUSD 144,000 - 216,000 annuallyFunction: Executive & General ManagementEducation: bachelorsSkills: ["Workshop facilitation","Stakeholder management","Coaching","Knowledge transfer","Requirements gathering"]

Lead CRM integration acquisition activities for newly acquired firms, from discovery workshops and due diligence through integration readiness. Own integration strategy, onboarding roadmaps, and alignment to the enterprise CRM operating model, governance, data models, and future-state processes. Partner with acquisition leadership, Business stakeholders, Enterprise Architecture, and Data & Analytics to assess CRM capabilities, data quality, dependencies, and risks, while supporting delivery teams with executive-ready recommendations.

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Grant Thornton
Grant Thornton
1 week ago

Associate Director, CRM Integration Lead

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Job Summary

Lead CRM integration acquisition activities for newly acquired firms, from discovery workshops and due diligence through integration readiness. Own integration strategy, onboarding roadmaps, and alignment to the enterprise CRM operating model, governance, data models, and future-state processes. Partner with acquisition leadership, Business stakeholders, Enterprise Architecture, and Data & Analytics to assess CRM capabilities, data quality, dependencies, and risks, while supporting delivery teams with executive-ready recommendations.
Location: Chicago, Atlanta, Baltimore, Charlotte, Cincinnati, Cleveland, Columbia, Dallas, Denver, Hartford, Houston, Kansas City, Milwaukee, Minneapolis, Oklahoma City, Orlando, Philadelphia, Phoenix, Pittsburgh, Raleigh, Salt Lake City, Wichita, Bellevue, Boston, Los Angeles, New York, San Diego, San Francisco, San Jose
Workplace: Hybrid
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Lead CRM discovery and assessment workshops with newly acquired firms, evaluating capabilities, processes, integrations, and data models.
  • •Develop acquisition integration strategies and onboarding roadmaps aligned to the enterprise CRM strategy, governance, architecture, and future-state processes.
  • •Define requirements for successful onboarding across business, data, and technology, including data quality and migration readiness.
  • •Present findings and recommendations to leadership, maintaining acquisition playbooks, standards, and assessment frameworks.
  • •Support steering committee governance by tracking risks, decisions, dependencies, and readiness measures while collaborating with cross-functional delivery teams.

Pay and Benefits

Salary: USD 144,000 - 216,000 annually
Perks:Health InsuranceDentalVision401kPaid LeaveAnnual Bonus

Key Requirements

  • •Experience with CRM platforms including Microsoft Dynamics 365, Salesforce, and HubSpot.
  • •Strong understanding of CRM data models (Accounts, Contacts, Relationships, Opportunities, Activities).
  • •Experience leading CRM assessments, due diligence, and acquisition integrations.
  • •Knowledge of CRM data migration, data mapping, cleansing, and governance practices.
  • •Familiarity with enterprise integration concepts (APIs, middleware, data synchronization) and documenting current/future business processes.
Experience:Mergers and acquisitions
Education:Bachelor's
Skills:Workshop facilitationStakeholder managementCoachingKnowledge transferRequirements gathering
Tech Stack:Microsoft Dynamics 365SalesforceHubSpotPower PlatformDataversePower AutomatePower BIAPIsMiddleware

Company Brief

Grant Thornton
Global accounting and advisory network providing audit, tax, and consulting services to businesses, public sector entities, and private clients across industries through independent member firms operating under the Grant Thornton brand.
Industry: Professional Services
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: London, United Kingdom
WebsiteLinkedIn