Director of M&A integration

The Company

About Culligan Quench

Culligan Quench’s purpose is to impact people’s lives and improve the earth by helping to eliminate the 500 million plastic bottles consumed each year.  We play a front-line role in the battle against single-use plastic water bottles by delivering on-demand filtered water solutions to more than 120,000 healthy and environmentally conscious customers across North America.  Culligan Quench bottle-free water coolers, ice machines, sparkling water dispensers, enhanced water, and coffee brewers purify the existing water supply, providing an endless supply of clean water and water-based beverages for a fixed monthly fee, typically under a long term bundled service and rental subscription agreement.  Culligan Quench has grown from a small regional company to an international leader that had a successful NYSE public offering in 2016 and is now a strategic company owned by private equity backed Culligan.  Headquartered in King of Prussia, PA, Culligan Quench has more than 1,500 team members operating out of more than 100 locations across the US, Canada, Puerto Rico and Korea. For more information visit www.CulliganQuench.com.

About Culligan

Founded by Emmett Culligan in 1936, Culligan is a world leader in delivering superior water solutions that will make a real difference in improving the health and wellness of consumers. The company offers some of the most technologically advanced, state-of-the-art water filtration and treatment products. These products include water softeners, drinking water systems, whole-house systems and solutions for businesses. Culligan’s network of franchise dealers is the largest in the world, with over 900 dealers in 90 countries. Many Culligan dealers have valuable equity in their local communities as multigenerational family owners of their franchises. For more information visit www.culligan.com.

Values: 5Cs

• Culligan as One
• Consumer’s come first
• Commitment to Innovation
• Courage to do what’s right
• Consistently deliver exceptional results

Culligan Quench continues to grow through acquisition, requiring rapid and effective integration of acquired companies into core operations while preserving customer experience, revenue retention, and operational continuity.

The Senior Director of M&A Integration is responsible for leading the operational execution of acquired company integrations from diligence through post-close onboarding. This role ensures acquired customers, contracts, billing, service operations, and seller data are successfully transitioned into Culligan Quench systems and workflows and processes are managed to meet customer requirements. This leader owns the day-to-day execution of onboarding and integration activities across Customer Care, Service, Finance, IT, Sales, and Data Integration teams, ensuring acquisitions are integrated efficiently, with minimal disruption and strong customer retention outcomes. The right  leader will also develop strategies and actions to optimize value and synergies from the acquisitions and drive alignment across the organization to execute these plans that will allow for the acquisitions to out-perform deal valuation cases The role requires strategic thinking, strong operational discipline, cross-functional leadership, data fluency, strong people skills to influence both the sellers and the internal organization, and the ability to manage multiple transactions simultaneously in a fast-paced acquisition environment. This role is highly execution-oriented and serves as the operational quarterback for acquisition integration and function reporting.

Strategic leadership

• Refine strategic playbook to streamline processes and optimize outcomes from acquisitions, most notably customer experience and synergy realization
• Develop for each acquisition, the transition strategy/plan to support Day 1 readiness as well as long-term portfolio success
• Assesses opportunities to apply new tools, including AI, to improve efficiency and outcomes 

Operational execution and leadership

• Own and direct the cross-functional integration planning and execution process end-to-end from due diligence through the completion of integration, including day 1 integration, subsequent prescribed customer interactions and operational workstreams, and the holdback/escrow management process  
• Participate in pre-close operational diligence to understand customers, billing profiles, contract terms, and service models
• Identify and mitigate integration risks including process gaps, churn exposure, billing/service disruptions, contract compliance, and key constraints related to customer service and field service
• Oversee the collaboration with seller parties to obtain and prepare their data for due diligence analysis and ingestion into Culligan Quench systems
• Develop customer communications campaigns including:
  • Outbound onboarding programs and customer contact completion
  • Customer engagement levels (NPS metrics, churn, portal engagement)
  • Specialized communications based on portfolio attributes (change management)

  Program leadership and improvement

  • Build improvements to customer onboarding workflows, reporting quality, and operational consistency across acquisitions
  • Document lessons learned and updates to integration playbooks and standard operating procedures
  • Monitor and report key metrics (diligence + portfolio performance), identifying areas of risk and improvement
  • Lead executive-level IMO meetings and leadership reviews
  • Manage and develop an integration team
  • Monitor and ensure execution of cross functional teams to ensure alignment