Associate Director, Customer Platforms COE (CRM)
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Описание вакансии
TL;DR
Associate Director, Customer Platforms COE (CRM): Leading the Customer Platforms Center of Excellence for M&A, integration, and onboarding activities with an accent on commercial platform transition strategy and GTM operational performance. Focus on designing onboarding frameworks, driving platform adoption across acquired teams, and aligning the long-term customer platforms roadmap with firm growth priorities.
Location: Hybrid (Chicago, IL, US). Requires in-person attendance at least three days per week
Salary: $152,000–$228,000
Company
is a multinational professional services firm delivering audit, tax, and advisory services through a global network.
What you will do
- Lead the Customer Platforms COE strategy, operating model, and execution for M&A and onboarding initiatives.
- Serve as the primary commercial platform lead for acquisitions and firm expansions impacting go-to-market teams.
- Establish governance, intake, and prioritization processes for integration-related work.
- Develop and execute onboarding strategies to transition new teams onto global customer platforms without disrupting client activity.
- Partner with platform operations, data governance, and IT to ensure readiness and execution alignment.
- Collaborate on the long-term customer platforms roadmap in alignment with firm growth priorities.
Requirements
- 8+ years of experience in revenue operations, GTM enablement, or sales operations.
- Proven track record of driving platform adoption in professional services or client-facing organizations.
- Experience leading commercial integration or systems transition work, specifically in M&A or firm expansion contexts.
- Ability to lead and develop teams within a matrixed, professional services environment.
- Experience as a business-side owner of CRM platforms (e.g., Dynamics 365).
- Must be based in Chicago, IL, and available for a hybrid schedule (at least 3 days in office/client site).
Nice to have
- Background in Professional Services, Big 4, or financial advisory.
Culture & Benefits
- Hybrid work model supporting work-life integration and flexible schedules.
- Comprehensive personalized benefits package including medical, dental, and vision insurance.
- Eligibility for discretionary annual bonuses based on individual and firm performance.
- Access to 401(k) savings and employee retirement plans.
- Commitment to diversity, equity, and inclusion in the workplace.
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