[Hiring] Director, Integration Strategy @Earned

Role Description

The Director, Integration Strategy will partner closely with our corporate development, growth, operations, finance, and people teams alongside key employees at newly acquired businesses. This person will build on our Integration Playbook with a continuous improvement mindset and define repeatable, scalable processes to bring newly acquired companies onto the Earned platform, turning Earned into the only place a Doctor needs to go to have their financial needs met. This is a critical role that will determine the goals and KPIs for how we measure the success of our integration efforts.

Key Responsibilities

• Perfect an integration playbook specific to types of acquisitions Earned will make (by size and type i.e. tax firms, wealth management firms, and other firms).
• Continually revise and define the activities and timescale against which we integrate new acquisitions, rooted in our overall strategy, with input from key cross-functional stakeholders (product, technology, advisory services, operations, finance, people, etc.).
• Drive financial accountability for integration outcomes. Define and own the metrics that connect integration execution to deal economics.
• Create repeatable processes and template-centric approaches to bringing new companies onto the Earned platform, including project plans, cross-functional team structure, communications plans and messaging.
• Design a tight handoff process from the M&A team to integrations work, ensuring proper diligence for all integration teams through a repeatable, priority-driven framework.
• Define the KPIs against which we will measure integration success.
• Inform on the governance needed to manage an increasingly complex pipeline of acquired assets at different stages of the integration process.
• Contribute to Board and other external stakeholder reporting.

Qualifications

• Bachelor's degree; MBA optional.
• 7+ years of experience at organizations that have grown primarily through inorganic means.
• Demonstrated track record of leading integration activities at a company with a roll-up strategy.
• Project management experience, including implementation of PM software.
• Willingness to travel up to twice per month.
• High EQ; able to empathize with teams from acquired companies who are undergoing a big transition.
• Strong communicator; able to communicate at the vision level and at an executional level against our integration plan.

Requirements

• Authorized to work in the United States and able to provide proof of work authorization within three days of start date.
• Unable to sponsor or take over sponsorship of employment visas at this time.

Benefits

• Salary: $160,000 to $200,000 + bonus potential up to 20%.
• Bonus eligible.