Director, Project Management Platforms

Job Description

Job Description

Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value—for our partners and our people.

If you're looking to make an impact, we're glad you're here. At Meriton, you'll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way.

Job Title: Director, Project Management Platforms
Reports To: Head of Technology Transformation
FLSA Status: Exempt
Location: Shared Services Office, Irving, TX (Hybrid/Remote)

Summary:
Project Ignite is a large-scale enterprise transformation program uniting 20+ operating companies onto a single Microsoft Dynamics 365 Finance & Operations and Project Operations platform. We are building a deployment factory designed to roll out several entities per year across a tiered portfolio — and the Director, Project Management Platforms sits at the heart of that engine. We are seeking an accomplished and strategic leader to own the D365 Project Operations workstream end-to-end: designing the core template, leading a team of Business Systems Analysts through agile delivery, and scaling the model across a complex, multi-stakeholder enterprise.

This role sits at the intersection of four distinct stakeholder groups — Sales, Project Management, Field Service, and Accounting — requiring a leader who can navigate competing priorities, drive standardization across a decentralized portfolio, and build durable internal D365 capability that outlasts the PwC System Integrator engagement. Ideal candidates bring deep D365 Project Operations expertise, a player-coach leadership style, and the credibility to be a trusted advisor to business leaders who measure success in very different ways.

Essential Duties and Responsibilities:
Platform Transformation & Strategic Leadership
• Lead the end-to-end design and deployment of the D365 Project Operations core template for Project Ignite — spanning the full project lifecycle from opportunity and contract through resource deployment, time and expense, project billing, and revenue recognition — balancing standardization with the flexibility required to serve 20+ operating companies
• Own the Project Operations template integrity across the program — governing configuration standards, fit/gap documentation, and deviation management to ensure every entity deployment inherits a proven, repeatable foundation rather than a bespoke build
• Serve as a strategic advisor to Sales, Project Management, Field Service, and Finance leadership — managing competing priorities across all four groups, facilitating design decisions that serve the enterprise standard, and developing clear roadmaps for subsequent functionality releases beyond the initial deployment
• Support integration of acquired businesses into the deployment factory model — assessing entity complexity, slotting acquisitions into the appropriate deployment tier, and driving operational harmonization to the standard Project Operations template
Team Leadership & Delivery Management
• Own and develop a team of Business Systems Analysts focused on D365 Project Operations deployment across all entity tiers; this team is the primary business-facing interface for requirements gathering, change management, UAT coordination, cutover readiness, hypercare, and ongoing system support across Sales, Project Management, Field Service, and Accounting functions
• Partner with the F&O BSA Director and Technical Delivery leadership on matrixed resourcing within the deployment factory — coordinating wave planning, entity readiness, and BSA allocation across Tier 1 common-stack, Tier 2 mid-complexity, and Tier 3 lightweight deployments to sustain 8–10 entity rollouts per year
• Lead knowledge transfer from PwC to internal BSA team members, ensuring each deployment cycle builds internal D365 Project Operations capability rather than deepening SI dependency; mentor and develop BSAs into autonomous deployment practitioners who can execute the playbook independently
Stakeholder Engagement & Change Management
• Lead executive-level stakeholder engagement across Sales, Project Management, Field Service, and Finance — aligning four groups with distinct success metrics around a shared platform standard, and driving adoption through targeted change management and training strategies tailored to each audience
Other Duties
• Regular, consistent and necessary to meet the needs of the business
• Assists the leadership team and other team members with various research projects and/or special projects
• Performs other duties and responsibilities as assigned
• Must conduct self in an ethical, legal, and responsible manner at all times
• Must adhere to the policies, principles, and guidance within the Employee Handbook and Code of Conduct

Education/Experience:
• Bachelor's degree in Finance, Accounting, Business, Computer Science or a related field (MBA or Master's preferred)
• 10+ years of experience in ERP transformation, D365 implementation, project management platform delivery, or enterprise technology consulting; Big 4, Microsoft SI, or D365 partner experience strongly preferred
• Deep hands-on expertise with Microsoft Dynamics 365 Project Operations, with direct experience leading or governing at least two full-cycle implementations; working knowledge of D365 F&O financials sufficient to oversee the Project Operations-to-GL integration and revenue recognition outputs
• Proven experience working across Sales, Project Management, Field Service, and Finance stakeholder groups simultaneously — candidates with single-function backgrounds will find the breadth of this role challenging
• Experience managing or governing a System Integrator relationship in a client-side leadership capacity — able to challenge SI design decisions, enforce template standards, and protect internal ownership of platform architecture and documentation
• Highly effective communicator with executive presence and strong facilitation skills — able to run workshops with field supervisors and present program status to C-suite in the same week, and align stakeholders who have competing priorities around a shared platform standard
• PMP, Microsoft MB-280 (Project Operations), MB-240 (Field Service), or equivalent D365 certification a plus; Lean Six Sigma or agile delivery credentials also valued
• Must be proficient in the Microsoft Office Suite, including Outlook, Excel, PowerPoint and Word

Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals
with disabilities to perform the essentials functions. The noise level in the work environment is usually moderate. The workplace is in a corporate office environment and the temperature in the work environment is usually moderate. The position's primary office is the Shared Services, Irving, TX office; however, telework or work at home, on the road, or in a satellite location for portions of the workweek may occur, depending upon project needs and requirements in coordination with your direct supervisor and/or most senior leader of your department. Occasional travel may be required.

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable the individuals with disabilities to perform the essentials functions.

• Must be able to walk, bend, stand, and reach constantly during a workday.
• Must be able to lift 15 – 20 lbs.
• Standing for long periods of time (4-5 hours) occasionally
• Must be able travel via plane or car to events

Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship.

Salary ranges listed are dependent upon a candidate's qualifications, experience, internal equity, and the budgeted amount for the specific role and location.