M&A Technology Integration Specialist

Harrison Gray Search; United States; Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Generous paid time off & holidays

Parental leave and life event support

Wellness reimbursements

Job summary

Harrison Gray Search is seeking a project coordination professional to onboard new firms with tech accounts and system access. The role supports software rollouts, training, and transition planning with a focus on people and process, not engineering.

You will work with a team lead and an existing project manager, using established checklists and hands-on training to grow into project management over time. Travel is required for on-site cutovers.

Qualifications

• Bachelor's degree not required but a plus.
• 2+ years of related technology or project coordination experience preferred.
• CAPM or similar certification can help but not required.

Responsibilities

• Prepare new team members by gathering information and setting up user accounts.
• Track tasks, milestones, and action items across integrations.
• Coordinate ordering, staging, and shipping of technology equipment for on-site cutovers.
• Travel to new locations to support on-site transitions, including evenings or weekends.
• Communicate progress clearly to keep the team informed and aligned.

Skills

Customer service mindset

Clear communication

Organization & time management

Tech-savvy

Willingness to learn

Education

Associate's degree or higher in business/IT

Tools

CRM systems

Ticketing systems

Office productivity software

Job description

Our client is a fast-growing, majority employee-owned wealth management and financial planning firm that expands through acquisition, bringing on 15 or more firms a year. Every time a new firm joins, its people need new technology accounts, new systems, and a clear point of contact who can make the transition feel organized and human. This role sits on the small internal team that makes that happen.

This is not a help desk job, and it is not an engineering job. It is a project coordination role for someone who is comfortable with technology at a working level, who is genuinely good with people, and who wants exposure to project management without being handed a project manager title on day one. You will work closely with the team lead and an existing project manager, follow established checklists, and get hands on training as you grow into the role.

What you will do

Get new team members ready.

• Gather information from newly joined firms and set up user accounts and system access.
• Support software rollouts and provide friendly, hands-on training during the transition.
• Monitor help desk requests from newly joined employees, resolve routine issues, and route anything more complex to the right specialist.
• Assist with mobile device setup, printer configuration, and basic troubleshooting.
• Set clear expectations with new team members and follow every request through to resolution.

Keep the integration project moving.

• Track tasks, milestones, and outstanding action items across active integrations.
• Maintain project plans, trackers, and documented procedures.
• Pull information from legacy technology environments to support transition planning.
• Help coordinate vendor transitions and follow up on open items.
• Communicate progress clearly so the team always knows what is done, what is pending, and where help is needed.

Support the on-site cutover.

• Coordinate ordering, staging, and shipping of technology equipment.
• Install or supervise installation of computers and peripherals.
• Assist with networking equipment, endpoint connectivity, conference room technology, and printer testing.
• Travel to newly joined locations to support on-site transitions, which can include evening or weekend work.

What you bring

You do not need to be a systems engineer or a platform engineer, and you will not be happy in this seat if that is the career path you want. What matters more is that you can hold a technical conversation, learn systems quickly, and manage your own tasks reliably under direction from the team lead or project manager. Above all, you genuinely enjoy helping people through a change and you follow through on what you say you will do.

• A customer service mindset and genuine interest in helping people through a transition.
• Clear, professional written and verbal communication.
• Strong organization, time management, and attention to detail.
• Dependable follow-through, including proactive updates when priorities or timelines shift.
• Comfort learning new systems and technical processes at a working level, not an engineering level.
• Willingness to follow established procedures while using good judgment when something does not go as planned.
• An interest in technology, project coordination, or both, and an openness to growing toward project management over time.
• A valid driver's license, reliable transportation, and proof of auto insurance.
• An associate's degree in business, information technology, or a related field is required; a bachelor's degree is preferred. Two or more years of related technology or project coordination experience is preferred, though an equivalent combination of education and experience will be considered.

Backgrounds in help desk support, technical support, IT coordination, technology operations, project coordination, implementation, employee onboarding, or another process driven service role tend to translate well. A CAPM or similar certification can help but is not required, and a PMP or deep project management background is more seniority than this role calls for.

Good to know

This firm is initially focused on candidates within the Rockford, Chicago, Madison, and Milwaukee corridor, with a preference for proximity to Rockford, where periodic in person collaboration and equipment prep take place. Daily office attendance is not expected.

Travel is a real part of the job. A typical month includes one on-site technology cutover lasting about four to five days, most often running Thursday through Monday or Tuesday, which means occasional weekend and evening work. Depending on volume, travel can occur more than once a month. All travel is booked through the firm's platform and fully covered.

What the firm offers

• Medical, dental, and vision coverage with multiple plan options, effective day one.
• Health Savings Account or Flexible Spending Account.
• Company-paid life insurance, AD&D, and disability coverage.
• 401(k) with company match, both Roth and Traditional options.
• Team-based incentive opportunities and recognition programs.
• Generous paid time off plus at least 10 paid holidays, and an extra paid day off each year to mark your work anniversary.
• Shortened summer work weeks.
• Parental leave, personal leave, and other life event support.
• Employee Assistance Program and wellness reimbursements.
• A flexible approach to dress, based on what your day actually requires.

Harrison Gray Search & Consulting

Interested candidates should apply through Harrison Gray Search & Consulting.