Marketing Planning, Prioritization, M&A Manager

Core Responsibilities 

1. M&A Marketing Integration Leadership 

Lead and coordinate marketing integration activities associated with mergers and acquisitions to ensure a seamless transition for customers, employees, and stakeholders. 

Responsibilities: 

• Serve as the overall marketing integration lead for acquisition-related initiatives and act as the primary point of contact between Marketing and the enterprise M&A program team.  

• Coordinate all marketing integration workstreams, ensuring alignment, accountability, and execution across marketing functions throughout the transaction lifecycle.  

• Facilitate weekly marketing integration meetings, maintain project plans, track milestones, manage risks and dependencies, and provide regular status updates to executive leadership and enterprise integration teams.  

• Own and maintain marketing integration governance, including project documentation, reporting, dashboards, action logs, decision tracking, and integration schedules utilizing project management tools such as Smartsheet.  

• Develop, maintain, and continuously improve a comprehensive M&A Marketing Integration Playbook that standardizes:  

• Integration timelines  

• Marketing workstreams  

• Communication frameworks  

• Brand transition processes  

• Customer experience considerations  

• Digital and collateral consolidation  

• Governance and approval structures  

• Reporting and escalation processes  

• Serve as the coordinator and steward of the M&A Marketing Integration Playbook by partnering with functional marketing leaders who own and define their respective integration requirements and best practices. Ensure all marketing disciplines contribute to, maintain, and continuously improve their portions of the playbook while driving consistency across the overall framework. 

• Create and continuously improve scalable frameworks that reduce integration complexity and improve speed-to-integration  

• Ensure acquired customers experience clear, coordinated, and customer-centric communications throughout transition periods  

• Coordinate marketing support plans for acquisition-related activity in FNBO growth markets  

2. Portfolio Planning & Prioritization Practices 

Improve marketing effectiveness through managing marketing planning and prioritization practices. 

Responsibilities: 

• Manage planning and prioritization practices across marketing functions 

• Leverage best practices that improve planning consistency and reduce duplication of effort 

• Monitor and continuously improve marketing operational KPIs and success metrics.   

• Ensure measurable outcomes are central part of planning and prioritization practices that articulate choices and tradeoffs. 

• Help teams balance short-term execution needs with long-term strategic priorities 

• Support quarterly and annual planning processes by organizing inputs, tracking decisions, and maintaining accountability structures 

• Help teams critically evaluate priorities based on: 

• Strategic alignment 

• Business impact 

• Customer impact 

• Capacity and resourcing 

• Risk and urgency 

• Provide centralized visibility into key marketing initiatives, dependencies, timelines, and resource demands 

• Identify opportunities to streamline workflows and improve cross-functional coordination 

Collaboration and Strategic Execution 

Reporting to a member of the marketing leadership team, this individual will work collaboratively to execute against strategic priorities rather than setting enterprise strategy independently. 

This role will partner across marketing disciplines and business teams to ensure: 

• Plans are operationally realistic  

• Adoption is high  

• Communication is clear  

• Teams remain aligned  

• Execution is efficient and measurable  

The ideal candidate is highly organized, comfortable navigating ambiguity, skilled at building relationships, and capable of managing multiple complex initiatives simultaneously in a fast-paced environment. 

Preferred Experience 

• Experience leading complex cross-functional initiatives or enterprise programs  

• Background in marketing operations, integrated marketing, project management, consulting, or business transformation  

• Experience supporting mergers, acquisitions, or organizational integrations preferred  

• Strong understanding of marketing workflows across channels and disciplines  

• Experience with prioritization frameworks, workflow management, and operational reporting  

• Ability to influence without direct authority and navigate matrixed organizations  

• Strong communication and relationship-building skills across leadership levels