Marketing & Integration Manager - M&A

Published: 6/14/2022

Technology

Job Description

We are actively recruiting for a Marketing & Integration Manager – M&A, to join the InterWest Corporate Development Team! The Marketing & Integration Manager will play a dual role across the full M&A lifecycle—from initial deal evaluation through post-close integration. This position bridges the front-end work of deal origination, financial analysis, and due diligence with the back-end execution of integration planning and delivery. The ideal candidate is equally comfortable building a valuation model and running a cross-functional integration workstream, bringing rigor and continuity to every stage of a transaction.

This position can be based in our Sacramento or Roseville office.

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients' financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

thrive in a high energy organization
have a desire to provide the highest quality of customer service
are committed to giving back to the communities in which we work and live
maintain the highest ethical standards
enjoy a culture that encourages life-work balance
value an inclusive, diverse work environment

JOB RESPONSIBILITIES AND DUTIES

The essential duties and responsibilities for the position include the items listed below. Other duties and responsibilities may be assigned.

Marketing

Identify and qualify potential acquisition targets through market research, industry intelligence, and network referrals; maintain a pipeline aligned with the company’s growth strategy and acquisition criteria.
Develop and execute outreach strategies—including prospecting letters, e-mails, and introductory materials—to initiate and cultivate relationships with prospective acquisition targets.
Participate in all aspects of deal evaluation, including financial analysis, valuation modeling, synergies assessment, and transaction documentation.

Deal Evaluation & Execution

Coordinate due diligence processes — collecting, organizing, and distributing relevant data and documents across legal, financial, and operational teams.
Provide value-added financial guidance in support of deal advancement through research, industry analysis, and financial modeling.
Collaborate with leadership to develop the business case (strategic rationale, financial analyses) and support the internal approvals process.
Assist leadership with relationship development; ensure meetings are attended, properly documented, and follow-ups are completed.
Coordinate with internal leadership, counterparties, advisors, and investment partners throughout the deal process.
Summarize relevant current events, critical issues, and deal-related news for distribution to stakeholders.

Integration Planning & Delivery

Lead integration planning and execution post-acquisition, carrying forward deal knowledge to ensure continuity from close through integration.
Develop and maintain detailed project plans, timelines, and milestones for integration activities; monitor progress and address challenges proactively.
Identify integration risks and develop mitigation strategies; collaborate with stakeholders to streamline processes and achieve planned synergies.
Serve as the primary point of contact for integration project updates; facilitate regular alignment meetings with senior leadership and cross-functional teams.
Track and report integration progress, escalating issues as needed to keep workstreams on schedule.
Contribute to process improvement initiatives that enhance the efficiency and effectiveness of future M&A activity.

JOB QUALIFICATIONS:

Education:

Bachelor’s Degree in Business, or equivalent.

Experience:

5–8 years of experience in the insurance industry, preferably in corporate finance, corporate development, or strategy.
Relevant professional experience in insurance, financial services, or a related industry, with exposure to finance, business development, or strategic initiatives.
Familiarity with mergers and acquisitions, including financial analysis, valuation concepts, and due diligence, is helpful but is not required.
Exposure to business integration or organizational change initiatives is a plus. General understanding of finance, accounting, and business operations.
Strong organizational skills and the ability to coordinate projects and collaborate across teams.
Working proficiency in Microsoft Office, including Excel and PowerPoint, with a willingness to learn additional tools as needed.

Licensing:

Not applicable to this position.
Must have valid driver’s license, access to a reliable vehicle or appropriate and authorized mode of transportation and be able to comply with InterWest Insurance Services Personal Auto Usage Policy.

Special Requirements:

REQUIRED SKILLS, KNOWLEDGE AND COMPETENCIES

Highly organized, detail-oriented, and proactive with the ability to manage multiple workstreams simultaneously.
Strong analytical and financial modeling skills with intellectual curiosity and broad-based thinking.
Excellent verbal and written communication skills; able to synthesize complex information for senior audiences.
Collaborative team player who can also work independently and take ownership of outcomes.
Comfortable operating across both strategic and operational contexts throughout the M&A lifecycle.
Timeliness and quality of deal analysis and due diligence deliverables.
On-time delivery of integration project milestones.
Stakeholder satisfaction across both deal teams and integration teams.
Accuracy and depth of financial models and valuation outputs.
Contribution to process improvements that increase M&A efficiency.

KEY PERFORMANCE METRICS

The estimated starting compensation range for this full-time position is $80,000-$100,000 annually, plus benefits, as well as the opportunity for a generous bonus.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.