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
Acquisition Due Diligence & Discovery
- 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 UsAt 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 TeamThe team you’re about to join is ready to help you thrive. Here’s how:
- 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.
Skills Required
- 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 and 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
What We Do
Forget what you think you know about professional services. We go beyond what’s expected and help others do the same. Grant Thornton is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading independent audit, tax and advisory firms. That means our network has more than 60,000 professionals in more than 135 countries who are ready to help public and private organizations of all sizes take on today’s challenges. But what sets us apart isn’t just what we do – it’s how we do it. Here, we believe in making business more personal and building trust into every result. We’re collaborators – obsessed with quality and ready for anything – who understand the value of strong relationships. It’s how we challenge the expectations of business and empower our people and clients to do it, too. One thing we won’t do? Grant Thornton LLP will never request money or any form of payment for services via social media. Please report any concerns at 1-800-810-3503. "Grant Thornton” refers to Grant Thornton LLP, the U.S. member firm of Grant Thornton International Ltd (GTIL). GTIL and the member firms are not a worldwide partnership. Services are delivered by the member firms. GTIL and its member firms are not agents of, and do not obligate, one another and are not liable for one another’s acts or omissions. Please see grantthornton.com for further details.
