Customer Success M&A Lead, Director
Listed on 2025-12-01
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Business
Business Management, Corporate Strategy, Business Analyst -
Management
Business Management, Corporate Strategy, Business Analyst
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OverviewThe Customer Success M&A Lead, Director will be responsible for driving the successful integration of acquired companies into the Customer Success organization. This role will manage a portfolio of acquisitions, ensuring a seamless and effective transition of people, processes, and systems. The Director will be accountable for defining the integration strategy, aligning business value, and executing on the integration roadmap to accelerate acquired companies' productivity and performance.
This is a highly strategic and collaborative role that requires a blend of critical thinking, excellent execution, and strong stakeholder management. The role is part of the Customer Success M&A team, focused on developing and executing rapid and thoughtful integrations that drive customer adoption and reduce attrition. The successful candidate will build trust with leaders across acquired companies and the broader Salesforce organization to drive alignment on integration priorities and roadmaps while consistently living the organization's core values.
- Stakeholder Engagement & Management:
Build and maintain effective and trusted relationships with internal teams and acquired company stakeholders at all levels. Ensure executive alignment on the integration program, priorities, and roadmap to drive successful outcomes. - Strategic Narrative & Value Articulation:
Translate complex M&A strategies, decisions, and challenges into clear, compelling narratives and communications. Articulate the program's value throughout the M&A lifecycle to manage change and drive the program towards completion. - Program Leadership & Execution:
Define and validate post-announce integration strategy, lead execution planning, and manage resources and timelines for a portfolio of acquisitions. Drive the achievement of V2
MOM and program success metrics across the M&A integration lifecycle. - Cross-Functional Collaboration:
Collaborate with a wide range of cross-functional teams, including Corporate Development, Business Technology, Finance, and Field Leadership, to ensure alignment and encourage collaboration throughout the integration journey. - Influence and Advise:
Proactively identify trends, risks, and opportunities to influence and advise the strategy. Highlight key issues to senior leadership, partnering with them to solve problems and make informed decisions. - Continuous Improvement:
Drive continuous learning and organizational excellence in M&A, refining integration frameworks and best practices to enable sustainable and scalable transformations.
- 7-10 years of relevant work experience in strategy consulting, management consulting, M&A integration management, or a related field, with a proven track record of success.
- Proven experience in Program Leadership & Execution for large tech acquisitions, demonstrating a deep understanding of the integration process and best practices.
- Demonstrated ability to think strategically while being meticulous, considering the broader business context and implications.
- Exceptional Stakeholder Engagement & Management skills, with a proven ability to build strong relationships, navigate complex organizational dynamics, and drive alignment at all levels.
- Strong strategic and critical thinking skills with a passion for developing solutions to complex business problems.
- Excellent communication skills, with a track record in crafting visually appealing and compelling stories and recommendations for executive-level consumption. Proven ability to translate complex strategies into clear, compelling narratives that drive understanding and action (Strategic Narrative & Value Articulation).
- Strong business acumen and analytical approach, with the ability to analyze data, identify trends, and leverage insights to advise integration strategies.
- Ability to thrive in a fast-paced, dynamic environment and manage multiple projects simultaneously, prioritizing tasks, and delivering high-quality results within established timelines.
- A track record of successfully demonstrating the organization's core values…
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