CRM Acquisition Integration Lead - Associate Director

Grant Thornton (US)

Charlotte (NC)

Hybrid

USD 144,000 - 216,000

Full time

7 days ago

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Job summary

Grant Thornton is seeking an Associate Director, CRM Acquisition Integration Lead to join the team. You will oversee CRM integration activities for acquired firms, partnering with the Customer Platforms Leader to align strategy, governance, and roadmaps.

Responsibilities include due diligence, data and process assessment, platform alignment, and governance communications. You will coach junior business analysts and translate business needs into scalable CRM solutions across Microsoft Dynamics

Qualifications

Experience with CRM platforms including Microsoft Dynamics 365, Salesforce, and HubSpot.
Strong understanding of CRM data models including Accounts, Contacts, Relationships, Opportunities, and Activities.
Experience leading CRM assessments, due diligence, and acquisition integrations.
Knowledge of CRM data migration, data mapping, cleansing, and governance practices.

Responsibilities

Lead CRM discovery and assessment workshops with newly acquired firms.
Evaluate CRM platforms, sales processes, client management practices, and supporting technologies.
Document current-state processes, data models, and operating practices.
Develop acquisition readiness recommendations for executive leadership.
Develop CRM integration strategies and phased roadmaps.