M&A Integrations Sr Manager

Confie • Dallas, TX

2d • $140,000 - $160,000

About The Position

Leads the planning and execution of post-acquisition integrations for Confie’s portfolio of insurance agencies and retail store networks. Owns the integration program from signing through close, Day 1, systems cutover, stabilization, and transition to brand leadership. Coordinates HR, IT, Sales Operations, Finance, Legal, Carrier Management and Licensing, Real Estate, and Marketing workstreams to deliver a seamless experience for acquired employees and customers, protect revenue and retention, and achieve each deal’s objectives.

Requirements

• Bachelor’s degree in business, finance, operations, or a related field, or equivalent relevant experience.
• At least 7 years of program or project management experience, including at least 3 years leading post-merger integrations.
• Proven experience leading cross-functional integrations end-to-end, rather than participating solely as a functional contributor.
• Hands-on experience with Day 1 planning, large-scale employee onboarding, systems cutovers and data migrations, and TSA management.
• Strong program management discipline, including integrated plans, critical path management, risk and issue management, governance, and status reporting.
• Experience integrating multi-location or branch-based operations with distributed, front-line workforces.
• Strong change management and communication skills, with sensitivity to the employee experience during transitions.
• Ability to align stakeholders, hold owners accountable, and drive outcomes without direct authority.
• Exceptional communication skills and executive presence, including the ability to simplify complex issues and present clear trade-offs and recommendations.
• Ability to create structure in ambiguous situations and make progress with incomplete information.
• Advanced proficiency in Excel, PowerPoint, and project management tools such as Smartsheet or MS Project.
• Discretion and sound judgment when handling confidential transaction and employee information.

Nice To Haves

• Experience in insurance distribution, particularly personal lines P&C agencies, including carrier appointments, state licensing, and agency management and rating systems.
• Experience integrating retail store networks, call centers, or other multi-unit operations.
• Bilingual proficiency in English and Spanish.
• PMP, Prosci, or similar project or change management certification.
• Experience building integration playbooks, templates, and reusable tools.
• Prior M&A consulting experience or experience on a corporate development or integration management office team.
• Demonstrated success leading multiple active integrations concurrently.
• MBA or another relevant advanced degree.

Responsibilities

• Translate deal rationale and diligence findings into an integration strategy, cross-functional timeline, and milestone plan with owners, dependencies, and go-live dates.
• Establish and lead the integration working group for each deal, including kickoff meetings, roles and responsibilities, seller contact rosters, meeting cadence, and confidentiality protocols.
• Build and maintain the integrated plan across pre-close, Day 1, the first 30/60/90/120 days, and longer-term integration; track risks, issues, assumptions, dependencies, and decisions.
• Design phased rollouts based on location count, headcount, licensing, and systems readiness, and recommend sequencing when constraints arise.
• Identify schedule slippage, assess downstream impacts, establish recovery plans, and escalate issues with recommendations.
• Carry diligence findings into integration requirements, costs, and Day 1 plans in partnership with Deal and Diligence leads.
• Validate close-critical and Day 1 readiness, including employee census and offer letters, store and employee setup in Confie systems, purchasing entity and brand alignment, bank accounts, and carrier notifications.
• Partner with Legal and Finance on purchase agreement requirements, closing conditions, and contract and lease reviews.
• Define Transition Services Agreement (TSA) scope, service levels, duration, and cost with sellers; monitor TSA performance and drive orderly TSA exits.
• Coordinate HR and payroll work, including onboarding, payroll and timekeeping setup, I-9 completion, benefits enrollment, policy and handbook acknowledgment, and retention of key leaders and agents.
• Coordinate IT and telecom work, including user provisioning, site surveys, network cutover, phone and call-routing changes, legacy system data cuts and migrations, and document and image retention.
• Coordinate Sales Operations and training, including culture and policy training, leadership onboarding, system and rater go-lives, sales process training, and quality control and compensation-change readiness.
• Coordinate carrier management, licensing, and compliance work, including carrier notifications and appointments, cross-brand appointments, agent and agency licensing, and DBA filings.
• Coordinate Finance, Accounting, and Treasury work, including purchase accounting support, bank account setup, accounts payable discovery and transition, and revenue continuity.
• Coordinate Real Estate and Facilities work, including lease review, store keep-or-close decisions, signage, and rebranding.
• Coordinate Marketing and Digital work, including brand transitions, press releases, and website and digital launches.
• Own the integration communication calendar with HR, Communications, Sales leadership, and the seller, covering announcements, press releases, employee FAQs, onboarding communications, and milestone notices.
• Support change management for acquired leaders and employees, partnering with sales leadership to protect production, morale, and retention.
• Lead hypercare after Day 1 and major cutovers; monitor headcount retention, production and revenue, call handling, and support ticket volume.
• Track one-time integration costs against budget and report on synergies and value realization.
• Transition ownership to brand and functional leaders with clear accountabilities, open items, measures, and governance; lead retrospectives and capture lessons learned.
• Manage multiple integrations concurrently, maintaining visibility into milestones, capacity, and cross-deal dependencies, and recommend resource allocation when conflicts arise.
• Prepare concise, decision-oriented status reports for executive sponsors and the ELT.
• Maintain and improve Confie’s integration playbook and toolkit, including kickoff decks, working group rosters, cross-functional timelines, communication calendars, Day 1 checklists, and TSA templates.

Benefits

• Comprehensive medical, dental, vision, and life insurance.
• Performance-based bonuses.
• Paid time off.
• Flexible work options, including remote and hybrid opportunities if eligible.
• 401(k) retirement plan with company-matched contributions.
• Education advancement for employees and qualified dependents through the Confie Enablement Scholarship Fund.
• Fitness reimbursement of up to $15 per month for gym memberships.
• Inclusive workplace with a commitment to diversity, equity, and inclusion.
• Employee Assistance Program offering confidential support at no cost.
• Optional disability, hospital indemnity, health advocate, universal life, critical illness, accident, and pet insurance plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior