Acquisition Integration Advisor - Salesforce
Core
Lead acquisition integration initiatives across the TruOps Salesforce ecosystem, assessing processes, identifying gaps, and developing repeatable approaches for onboarding acquired businesses.
Role type
Senior IC acquisition integration advisor (Salesforce)
Builds
Integration playbooks, governance frameworks, workflows, and operating procedures for acquired companies
Domain
Financial services / SaaS / CRM
Required skills
Acquisition integration, business transformation, operational excellence, program management, process mapping, stakeholder influence, cross-functional leadership, Salesforce ecosystem knowledge, enterprise business systems, project governance
Preferred skills
Financial services integration, CRM platforms, global integrations, PMP certification, change management, operational readiness
Technologies
Salesforce, CRM, workflow management platforms, process-mapping tools
Responsibilities
Lead acquisition integration initiatives, create and improve integration playbooks, coordinate integration work across people/process/data/technology, manage integration planning and execution tracking, review prior integrations to standardize operating models, facilitate cross-functional work sessions, partner with technology teams on system integration, advise stakeholders on scalability and efficiency
Seniority
Senior, hands-on IC
