7+ years of experience in organizations focused on inorganic growth
Proven track record in leading integration activities for roll-up strategies
Project management experience with PM software implementation
Willingness to travel up to twice per month
High emotional intelligence to support transitioning teams
Strong communication skills for both strategic and executional levels
Responsibilities
Perfect the integration playbook tailored to various acquisition types
Revise and define integration activities and timelines with cross-functional input
Drive financial accountability for integration outcomes and metrics
Create repeatable processes and templates for onboarding new companies
Design a structured handoff process from M&A to integration teams
Define KPIs to measure integration success
Inform governance for managing a complex pipeline of acquisitions
Contribute to reporting for the Board and external stakeholders
Benefits
Bonus potential up to 20%
Opportunity to shape integration strategy in a growing company
Collaborative work environment with cross-functional teams
Engagement with newly acquired businesses
Chance to influence company-wide financial strategies
Professional development opportunities in project management and integration
Full Job Description
Description
Compensation Transparency
Salary: $160,000 to $200,000 + bonus potential up to 20%
Bonus eligible
Job Summary
The Director, Integration Strategy will partner closely with our corporate development, growth, operations, finance, and people teams alongside key employees at newly acquired businesses. This person will build on our Integration Playbook with a continuous improvement mindset and define repeatable, scalable processes to bring newly acquired companies onto the Earned platform, turning Earned into the only place a Doctor needs to go to have their financial needs met. This is a critical role that will determine the goals and KPIs for how we measure the success of our integration efforts.
Key Responsibilities
Perfect an integration playbook specific to types of acquisitions Earned will make (by size and type i.e. tax firms, wealth management firms, and other firms).
As part of this, continually revise and define the activities and timescale against which we integrate new acquisitions, rooted in our overall strategy, with input from key cross-functional stakeholders (product, technology, advisory services, operations, finance, people, etc.).
Drive financial accountability for integration outcomes. Define and own the metrics that connect integration execution to deal economics.
Create repeatable processes and template-centric approaches to bringing new companies onto the Earned platform, including project plans, cross-functional team structure, communications plans and messaging.
Design a tight handoff process from the M&A team to integrations work, ensuring proper diligence for all integration teams through a repeatable, priority-drive framework
Define the KPIs against which we will measure integration success.
Inform on the governance needed to manage an increasingly complex pipeline of acquired assets at different stages of the integration process.
Contribute to Board and other external stakeholder reporting.
Key Requirements
Bachelor's degree; MBA optional
7+ years of experience at organizations that have grown primarily through inorganic means
Demonstrated track record of leading integration activities at a company with a roll-up strategy
Project management experience, including implementation of PM software
Willingness to travel up to twice per month
High EQ; able to empathize with teams from acquired companies who are undergoing a big transition
Strong communicator; able to communicate at the vision level and at an executional level against our integration plan
