Director, New Partner Success (Pacific Time Zone)

Role Overview:

• Serve as the single point of contact for new partners through full integration.
• Own the financial and cultural success of a portfolio of 8-10 firms post-acquisition.
• Drive commercial outcomes such as repricing, organic growth, and synergy capture.

Key Responsibilities:

• Participate in pre-LOI diligence and lead Business Introduction meetings.
• Build and execute firm-specific success plans and monitor integration milestones.
• Identify and mitigate retention risk, surface cross-sell opportunities, and activate growth champions.

Performance Monitoring and Intelligence:

• Maintain Firm Health Scores across five dimensions: New Clients, Existing Clients, Financial, Engagement, and Integration.
• Provide monthly qualitative inputs and validate quantitative outputs for performance reporting.
• Trigger escalation protocols when health scores fall below threshold.

Reporting and Collaboration:

• Feed structured intelligence to New Partner Success and Partner Development teams.
• Administer pulse surveys and facilitate annual firm reviews.
• Participate in Quarterly M&A Working Group reviews and contribute firm-level insights.