Director of M&A integration

Culligan Quench•King of Prussia, PA

1d•$170,000 - $180,000

About The Position

Culligan Quench continues to grow through acquisition, requiring rapid and effective integration of acquired companies into core operations while preserving customer experience, revenue retention, and operational continuity. The Senior Director of M&A Integration is responsible for leading the operational execution of acquired company integrations from diligence through post-close onboarding. This role ensures acquired customers, contracts, billing, service operations, and seller data are successfully transitioned into Culligan Quench systems and workflows and processes are managed to meet customer requirements. This leader owns the day-to-day execution of onboarding and integration activities across Customer Care, Service, Finance, IT, Sales, and Data Integration teams, ensuring acquisitions are integrated efficiently, with minimal disruption and strong customer retention outcomes. The right leader will also develop strategies and actions to optimize value and synergies from the acquisitions and drive alignment across the organization to execute these plans that will allow for the acquisitions to out-perform deal valuation cases. The role requires strategic thinking, strong operational discipline, cross-functional leadership, data fluency, strong people skills to influence both the sellers and the internal organization, and the ability to manage multiple transactions simultaneously in a fast-paced acquisition environment. This role is highly execution-oriented and serves as the operational quarterback for acquisition integration and function reporting.

Requirements

5-10 years of operations experience in integration, program execution, and/or the POU industry, including in a leadership position
Understanding of data management, data integration, and/or software implementation projects
Excellent communication and presentation skills (verbal and written), especially the ability to communicate conclusions or recommendations based upon data analysis
Excellent project management skills and the ability to execute multiple projects simultaneously and stay organized in a results-driven, fast-moving environment
Proven track record of aligning and influencing cross functional leaders and executing cross functional programs successfully on time
Data analysis or financial modeling experience using Excel, including familiarity with data queries, and other functionality

Nice To Haves

Experience with Salesforce.com and/or MS Power BI is a plus
Experience in the POU industry and/or Corporate Development a plus

Responsibilities

Refine strategic playbook to streamline processes and optimize outcomes from acquisitions, most notably customer experience and synergy realization
Develop for each acquisition, the transition strategy/plan to support Day 1 readiness as well as long-term portfolio success
Assesses opportunities to apply new tools, including AI, to improve efficiency and outcomes
Own and direct the cross-functional integration planning and execution process end-to-end from due diligence through the completion of integration, including day 1 integration, subsequent prescribed customer interactions and operational workstreams, and the holdback/escrow management process
Participate in pre-close operational diligence to understand customers, billing profiles, contract terms, and service models
Identify and mitigate integration risks including process gaps, churn exposure, billing/service disruptions, contract compliance, and key constraints related to customer service and field service
Oversee the collaboration with seller parties to obtain and prepare their data for due diligence analysis and ingestion into Culligan Quench systems
Develop customer communications campaigns including: Outbound onboarding programs and customer contact completion, Customer engagement levels (NPS metrics, churn, portal engagement), Specialized communications based on portfolio attributes (change management)
Build improvements to customer onboarding workflows, reporting quality, and operational consistency across acquisitions
Document lessons learned and updates to integration playbooks and standard operating procedures
Monitor and report key metrics (diligence + portfolio performance), identifying areas of risk and improvement
Lead executive-level IMO meetings and leadership reviews
Manage and develop an integration team
Monitor and ensure execution of cross functional teams to ensure alignment