Associate Director, CRM Acquisition Integration Lead

Location: Approved office locations across the United States; hybrid work with in-person attendance at least three days per week at a hirify.global office or client site.

Base salary: $144,000–$216,000 per year.

Company

hirify.global provides audit, tax, advisory, and other professional services through a multinational platform serving clients across more than 150 global markets.

What you will do

• Lead CRM discovery and assessment workshops with newly acquired firms.
• Evaluate CRM platforms, sales processes, data models, technology landscapes, risks, and dependencies.
• Develop CRM integration strategies, onboarding approaches, and phased roadmaps.
• Facilitate future-state design sessions and define business, data, and technology requirements.
• Assess data quality, governance, migration readiness, and process alignment across customer and sales operations.
• Present recommendations to executives and maintain acquisition playbooks, standards, risks, decisions, and readiness measures.

Requirements

• Experience with 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, acquisition integrations, and data migration activities.
• Knowledge of data mapping, cleansing, governance, APIs, middleware, and data synchronization.
• Experience documenting current- and future-state processes and evaluating enterprise system landscapes.
• Strong workshop facilitation, requirements gathering, stakeholder management, and cross-functional collaboration skills.

Nice to have

• Knowledge of Power Platform, Dataverse, Power Automate, and Power BI.
• Familiarity with master data management and customer data governance principles.
• Experience supporting mergers, acquisitions, or broader business integration initiatives.

Culture & Benefits

• Hybrid work model with flexibility around work location, weekly schedule, and flex time off.
• Work-life integration and well-being support.
• Personalized and comprehensive benefits.
• Potential discretionary annual bonus based on individual and firm performance.
• Focus on inclusion, diversity, equity, and equal employment opportunity.

Hiring process

• Selected applicants are contacted by a hirify.global team member to schedule an interview.