CRM Acquisition Integration Lead (Associate Director)

Grant Thornton; Tulsa (OK); On-site; USD 144,000 - 216,000; Full time

Job summary

Grant Thornton is seeking an Associate Director, CRM Acquisition Integration Lead to join the team. The role reports directly to the Customer Platforms Leader and will govern CRM integration activities for newly acquired firms.

Partnering with acquisition leadership, Enterprise Architecture, Data & Analytics, and delivery teams, you will assess CRM capabilities, data quality, and workflows, then define onboarding roadmaps aligned with Grant Thornton's CRM operating model and platform strategy.

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.
• Familiarity with enterprise integration concepts including APIs, middleware, and data synchronization.
• Experience documenting current-state and future-state business processes.
• Understanding of customer lifecycle, pipeline management, relationship management, and sales processes.
• Experience evaluating system landscapes, integrations, and technology dependencies.
• Knowledge of Power Platform, Dataverse, Power Automate, and Power BI.
• Ability to develop CRM onboarding roadmaps and integration strategies.
• Familiarity with master data management and customer data governance principles.
• Experience working with cross-functional teams including Architecture, Data & Analytics, Marketing, and Business Operations.
• Strong workshop facilitation, requirements gathering, and stakeholder management skills.
• Experience supporting mergers, acquisitions, or business integration initiatives.

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 business processes, integrations, data models, and operating practices.
• Assess CRM maturity, integration complexity, risks, and dependencies.
• Develop acquisition readiness recommendations for executive leadership.
• Serve as the primary acquisition integration partner to the Customer Platforms Leader.
• Drive the professional development of junior Business Analysts through structured coaching and knowledge transfer.
• Ensure acquired firms align with enterprise CRM strategy, governance, architecture, and roadmap priorities.
• Identify opportunities to leverage existing Customer Platform capabilities while minimizing unnecessary customization.
• Collaborate with platform owners and architects to evaluate future-state solution requirements.
• Develop CRM integration strategies and onboarding approaches for acquired firms.
• Create phased integration roadmaps based on business priorities and platform readiness.
• Facilitate future-state design sessions and decision workshops.
• Define business, data, and technology requirements needed for successful onboarding.
• Evaluate customer, account, contact, relationship, and opportunity data structures.
• Assess data quality, governance, and migration readiness.
• Identify process alignment opportunities across sales, relationship management, pipeline management, and reporting.
• Support data standardization and CRM operating model adoption.
• Present integration findings and recommendations to leadership stakeholders.
• Maintain CRM acquisition playbooks, standards, and assessment frameworks.
• Track risks, decisions, dependencies, and readiness measures.
• Support Steering Committee and integration governance discussions.

Skills

CRM platforms

CRM data models

CRM assessments

Data migration & governance

System integration

Workflow & automation

Power Platform

Cross-functional teamwork

Mergers & acquisitions

Stakeholder management

Tools

Dataverse

Power Automate

Power BI

Job description

Grant Thornton is seeking an Associate Director, CRM Acquisition Integration Lead to join the team. The role reports directly to the Customer Platforms Leader and will govern CRM integration activities for newly acquired firms.

Partnering with acquisition leadership, Enterprise Architecture, Data & Analytics, and delivery teams, you will assess CRM capabilities, data quality, and workflows, then define onboarding roadmaps aligned with Grant Thornton's CRM operating model and platform strategy.