Post Merger Integration & Operations Director
Position Summary
The Integration & Operations Director is a versatile leader who thrives in a dynamic, high-growth environment. This critical role combines post-merger integration responsibilities with operational leadership. Acting as a utility player, the Integration and Operations Director will manage key post-acquisition value creation initiatives, such as service line expansion, training, procurement consolidation, etc., while also serving as a temporary General Manager for branches during leadership transitions when needed. This role is instrumental in ensuring smooth integration of newly acquired businesses and driving operational excellence across the organization.
Key Responsibilities
Post-Merger Integration
- Support the Right Restoration Partners (RRP) integration capability that will facilitate the successful planning, execution, and completion of M&A integration projects across all functional areas
- Work closely with the M&A team during diligence, providing guidance and strategic advice on post-close integration activities (across all functions) and value-creation plans (e.g., best path for operationalizing / realizing synergies)
- Continue to evolve the integration playbook and associated assets; enhance our existing framework to account for lessons learned and best practices that can be used for future acquisitions
- Liaise with sellers during late stages of the diligence process to plan and execute Day 1 activities and align on the integration approach and roadmap
- Develop our operational playbook for post integration strategies and cross-functional plans (Day 1, Day 30, Day 100, etc.) for M&A deals across RRP; partner closely with IT, HR, Finance, Operations and other functional teams to ensure plans are documented and executed efficiently and on time
- Conduct operational diagnostics to identify the optimal integration approach, ensuring a comprehensive understanding of the business landscape
- Identify key integration issues early in the deal process and develop associated mitigation strategies to remediate risks and drive successful execution against financial goals envisioned in the deal thesis
- Oversee and drive successful execution against M&A integration plans by tracking milestones, making key recommendations to stakeholders, and holding cross-functional teams accountable for the execution of deliverables
- Develop and implement an integration KPI dashboard to be shared with senior leadership
- Influence business leadership to implement key recommended approaches and program
Operational Leadership
- Identify operational synergies and lead execution efforts to streamline workflows, reduce redundancy, and improve efficiency across legacy and acquired operations.
- Oversee the alignment and rollout of standard operating procedures (SOPs), technology platforms, KPIs, and reporting across all operational teams.
- Collaborate closely with finance, HR, IT, and sales to ensure operational integration is synchronized with broader business goals and cultural alignment.
- Monitor operational performance of newly acquired entities during the integration window, addressing gaps in productivity, service quality, or compliance.
- Serve as the primary point of contact between the Field Support Center (FSC) and the new partner, ensuring clear communication and fast resolution of integration challenges.
- Oversee critical initiatives such as technology deployment and process optimization.
- Lead cross-functional teams to implement scalable solutions that enhance efficiency and service delivery.
Interim Branch Leadership
- Act as the temporary General Manager for branches requiring transitional leadership, maintaining operational continuity and driving performance.
- Manage branch-level P&L, ensuring profitability, safety, and customer satisfaction.
- Train and mentor local leadership teams, preparing them to sustain operational excellence after the transition.
Preferred Education and Experience
Experience:
- 5–8 years in operations management, post-merger integration, management consulting, or related roles.
- Experience with technology implementations (NetSuite, and/or FSM's
- Experience across the entire M&A deal lifecycle (e.g., Due Diligence, Pre-Close Integration Planning, Day 1 Planning, Post-Close Integration, Value Creation, etc.)
- M&A integration experience across core business functions
- Exceptional relationship-building and influencing skills; able to confidently engage and align with VP and senior executive stakeholders across diverse organizations
- Ability to be a change management leader and influence key stakeholders across different divisions
- Exceptional communication skills and ability to drive projects forward with tact
- Proven experience in leading cross-functional projects and managing change in a fast-paced, high-growth environment.
- Experience in private equity-backed companies or field services industries preferred.
Education:
- Bachelor's degree in business administration, operations management, or a related field.
- Advanced certifications in project management (e.g., PMP) or change management are a plus.
Skills:
- Strong analytical and problem-solving skills with expertise in operational systems and workflows.
- Exceptional interpersonal and leadership skills, with the ability to manage teams across multiple levels and locations.
- Proficiency in tools such as Microsoft Excel, Power BI, and ERP/CRM/FSM systems.
Attributes:
- Adaptable, results-oriented, and capable of balancing multiple priorities in a fast-paced environment.
- Strategic thinker with hands-on execution skills, committed to operational excellence and continuous improvement.
- Self-starter who can work independently and roll up their sleeves with a core focus on execution
Supervisory Responsibility: This role may supervise temporary project teams and interim branch staff. It does not have a fixed team of direct reports but will lead cross-functional initiatives and oversee branch operations when acting as a General Manager.
Position Type and Expected Hours of Work: This is a full-time, exempt position. Days and hours are determined by business needs, including travel and on-site engagements.
Work Environment and Travel:
- Regularly operates in both office and field settings, including site visits to acquired businesses and branches.
- Travel required (up to 75%) to support integration efforts and interim leadership responsibilities during the post-close process.
- On-site visits include jobs sites visits, attending sales calls, and interaction and collaboration with field resources (Techs, Crew Chiefs, etc.)