Operations - Integrations Specialist

• Active support in integration projects ensuring timelines, deliverables, and resources are aligned
• Work with internal teams to setup new users in various software programs
• Maintain detailed documentation of integration processes, including issues and resolutions
• Troubleshoot and resolve integration issues and data discrepancies
• Update checklists for due diligence, pre-closing, and post-closing
• Liaise with third-party vendors and new firms, to ensure smooth integration process
• Monitor integration performance and proactively identify and resolve potential problems
• Train new staff on integration tools and firm best practices
• Work with IT on timing and data gathering
• Develop and maintain integration roadmaps covering systems (accounting, CRM, payroll, HRIS, expense), processes, and data migration
• Coordinate across functional leads (Operations, Finance, HR, IT, Client Services) to ensure seamless adoption of firm standards
• Establish and track KPIs to measure integration success (e.g., system uptime, error resolution cycle time, user adoption)
• Act as point of contact for newly acquired firms during the onboarding phase, managing expectations and communicating progress
• Document lessons learned and refine integration methodologies to accelerate future projects
• Support change management and training programs to ensure staff at new offices adopt firm tools and processes
• Provide day-to-day support for firm integrations and data flows between internal systems and client platforms

• Demonstrated experience in project management, preferably in accounting, professional services, or technology integration
• Familiarity with M&A integration lifecycle (due diligence, pre-close planning, cutover, post-close stabilization)
• Ability to manage multiple concurrent projects and work in a fast-paced, acquisitive environment
• Strong interpersonal skills with the ability to influence without direct authority across departments and office locations
• Experience supporting or managing integrations with accounting platforms
• Strong analytical and troubleshooting skills
• Excellent communication and documentation abilities with very strong organizational skills
• Comfortable working with both internal teams and external clients
• General knowledge of data security best practices and compliance standards
• Ability for minor travel, as needed, visiting new office locations
• Proficient in Microsoft Office and advanced skills Excel, Outlook, and Teams

PMP, Agile, or Lean Six Sigma certification

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning