[Hiring] Portfolio Director, CRM M&A @Gallagher

Role Description

This role owns CRM integration for all M&A activity. You are responsible for getting acquired businesses successfully onto Gallagher’s CRM platform Salesforce, so producers can sell, report, and get paid accurately as quickly as possible. This is not a general M&A role. It is specifically focused on CRM, Salesforce, data, and sales tool integration across a large and active acquisition portfolio.

• Partner closely with M&A, sales leadership, IT, data, legal, and finance
• Set clear expectations early, make tradeoffs when needed
• Keep integrations moving forward without unnecessary delays or rework
• Provide clarity on the overall CRM acquisition portfolio ensuring decisions are made and risks are mitigated efficiently
• Act as the CRM decision maker on requirements and change management for the acquired team rollout

Qualifications

• 10+ years of experience across insurance brokerage, M&A integration, CRM programs, or Salesforce delivery
• Hands-on experience leading large, complex Salesforce or CRM integrations
• Strong understanding of Salesforce configuration, data migration, integrations, and user adoption
• Comfortable making decisions with incomplete information and tight timelines
• Able to work directly with senior leaders and communicate clearly—no fluff
• Experience managing multiple initiatives at once without losing control of the details
• Bachelor’s degree required; Salesforce or program management certifications are a plus
• Experience working in distributed, matrixed teams

Requirements

• Own CRM integration for all M&A activity across Gallagher Global Brokerage (GGB) and Gallagher Benefit Solutions (GBS)
• Act as the single point of accountability for scope, sequencing, and delivery across dozens of concurrent deals
• Work with deal teams early to understand what’s coming, what’s needed, and what’s realistic
• Lead planning for data migration, configuration, testing, training, go‑live, and post‑go‑live cleanup
• Make decisions when data isn’t perfect, timelines are tight, or teams are blocked
• Track progress across the portfolio and clearly report status, risks, and tradeoffs to senior leaders
• Build repeatable approaches so integrations get easier, not harder, over time
• Partner with acquired leadership teams to drive adoption of standard Salesforce workflows
• Support executive updates and communications with clear, concise messaging

Benefits

• Flexible medical & dental coverage to meet your household's needs
• Life, Dependent Life and AD & D Insurance options
• Retirement savings including RRSP including a company match, TFSA, pension and more
• Employee Stock Purchase Plan
• Educational expense reimbursement
• Employee assistance programs
• Discounted gym membership (GoodLife Fitness)
• Opportunity for flexible work arrangements
• Paid sick days & personal days
• Employee education recognition program
• Employee referral bonus program