Associate Director, CRM Integration Lead

Grant Thornton is seeking an Associate Director, CRM Acquisition Integration Lead to join the team. Approved office locations can be found below. The CRM Acquisition Integration Lead reports directly to the Customer Platforms Leader and serves as the strategic lead responsible for assessing, planning, and governing CRM integration activities for acquired firms and business entities. This role partners closely with acquisition leadership, business stakeholders, Enterprise Architecture, Data & Analytics, and delivery teams to evaluate acquired firms' CRM capabilities, business processes, data quality, and technology landscapes. Through structured discovery workshops and assessments, the CRM Acquisition Integration Lead develops integration strategies and onboarding roadmaps that align acquired entities with Grant Thornton's CRM operating model and customer platform strategy. The role is responsible for defining how acquired firms will transition into the enterprise CRM ecosystem, ensuring alignment to platform standards, governance requirements, data models, and future-state business processes. While implementation teams execute migration activities, this role owns assessment, strategy, planning, stakeholder alignment, and integration readiness. This aligns with the original CRM Integration Lead objective of onboarding firms into the global CRM environment while strengthening the strategic assessment and planning responsibilities. Primary 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. Customer Platform Alignment Serve as the primary acquisition integration partner to the Customer Platforms Leader. Drive the professional development of junior Business Analysts through structured coaching, knowledge transfer, and hands-on guidance, ensuring consistent adoption of BA standards, methodologies, and tools while building a strong pipeline of future BA talent. 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. Integration Strategy & Roadmap Development 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. Data & Process Assessment 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. Governance & Executive Communication 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. You Have the Following Technical Skills and 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. Ability to translate business requirements into scalable CRM solutions and platform recommendations. The base salary range for this position is between $144,000 and $216,000. Placement within the pay range is at Grant Thornton's discretion, and it is based on multiple factors, including but not limited to, job -related knowledge/skills, experience, business needs, progression within the role, geographic location, and internal equity. At Grant Thornton, compensation decisions are dependent upon the facts and circumstances of each position and candidate. About Us At Grant Thornton, we believe in making business more personal and building trust into every result – for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better. In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services - and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture. Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. About the Team Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work the way that it best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least three days per week, either at a GT office or client site. Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household. We understand that your needs, responsibilities and experiences are different — and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at Benefits We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm’s medical, dental and vision insurance programs and the firm’s employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period. Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm’s medical, dental and vision insurance programs and the firm’s employee assistance program. Seasonal employees may also be eligible to participate in the firm’s 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave. Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation. Additional Details: It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact View email address on click.appcast.io. For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment. #J-18808-Ljbffr Grant Thornton