M&A Integrations Sr Manager

Confie•Dallas, TX

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 & Licensing, Real Estate, and Marketing workstreams to deliver a seamless experience for acquired employees and customers, protect revenue and retention, and achieve the objectives of each deal. The role translates deal rationale and diligence findings into integration strategies, governance, timelines, and milestone plans. It manages pre-close and Day 1 readiness, transition services agreements, cross-functional execution, communications, change management, stabilization, and transition to business ownership. The position also manages multiple integrations concurrently, reports status to executive sponsors and the ELT, and maintains Confie’s integration playbook and toolkit.

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, employee onboarding at scale, systems cutovers and data migrations, and TSA management.
Strong program management discipline, including integrated plans, critical path, 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 communications 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; ability to simplify complex issues and present clear trade-offs and recommendations.
Ability to create structure in ambiguity 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 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 other relevant advanced degree.

Responsibilities

Translate deal rationale and diligence findings into an integration strategy, cross-functional timeline, and milestone plan with clear owners, dependencies, and go-live dates.
Establish and run integration working groups, including kickoffs, roles and responsibilities, seller contact rosters, meeting cadence, and confidentiality protocols.
Build and maintain integrated plans spanning 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; recommend sequencing when constraints arise.
Identify schedule slippage, assess downstream impact, develop recovery plans, and escalate with recommendations.
Carry diligence findings into integration requirements, costs, and Day 1 plans.
Validate close-critical and Day 1 readiness, including employee census and offer letters, 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 scope, service levels, duration, and cost with sellers; monitor performance and drive orderly TSA exits.
Coordinate HR and payroll onboarding, payroll and timekeeping setup, I-9 completion, benefits enrollment, policy acknowledgments, and retention of key leaders and agents.
Coordinate IT and telecom readiness, including user provisioning, site surveys, network cutover, phone and call-routing changes, data migration, and document and image retention.
Coordinate sales operations and training, including culture and policy training, leadership onboarding, system go-lives, sales process training, and quality-control and compensation-change readiness.
Coordinate 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 accounts, accounts payable transition, and revenue continuity.
Coordinate real estate and facilities work, including lease reviews, store keep-or-close decisions, signage, and rebranding.
Coordinate marketing and digital brand transitions, press releases, and website and digital launches.
Build and own the integration communication calendar with HR, Communications, Sales leadership, and sellers.
Support change management for acquired leaders and employees, helping 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 and maintain visibility to milestones, capacity, and cross-deal dependencies; 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 benefits package including medical, dental, vision, and life insurance.
Performance-based bonuses.
Paid time off.
Flexible work options, including remote and hybrid opportunities, if eligible.
Retirement plan (401k) with company-matched contributions.
Education Advancement for employees and qualified dependents via the Confie Enablement Scholarship Fund.
Fitness reimbursement up to $15 per month for gym memberships.
Commitment to Diversity, Equity, and Inclusion.
Employee Assistance Program providing confidential support at no cost.
Optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and pet insurance.