Integration Specialist - Funeral Director

**Integration Specialist** ========================== **Location:** Northeast (Hybrid \| Travel up to 75%) **Reports To:** Director of Integrations **About Milestone Funeral Partners** ------------------------------------ Milestone Funeral Partners is a growth\-oriented company that partners with and operates funeral homes, cemeteries, and crematories across multiple states. We are committed to operational excellence, strong local leadership, and thoughtful integration of the businesses we acquire. Our mission is to preserve the legacy of each location while providing the infrastructure, systems, and support needed for long\-term success. **Position Summary** -------------------- The Integration Specialist plays a critical role in executing the successful integration of newly acquired funeral home locations. This role is responsible for supporting the full integration lifecycle, including pre\-close planning, on\-site integration activities, and post\-close stabilization. This is a highly operational, hands\-on position requiring frequent travel and the ability to work directly within newly acquired locations. The Integration Specialist partners closely with cross\-functional teams including Operations, HR, Finance, and IT to ensure a smooth transition and alignment with company standards. The ideal candidate is highly organized, adaptable, and comfortable working in fast\-paced, evolving environments while managing multiple priorities. This is a unique opportunity for a currently or formerly licensed Funeral Director looking to maximize their organizational and project management skills. **Key Responsibilities** ------------------------ ### **Pre\-Close Planning \& Coordination** * Support pre\-integration planning activities, including gathering key operational, financial, and employee data * Assist in building and maintaining integration checklists, timelines, and tracking tools * Coordinate with internal departments (HR, Finance, IT, Operations) to prepare for Day 1 readiness * Help identify potential risks or gaps and escalate appropriately ### **On\-Site Integration Execution** * Travel to newly acquired locations to support Day 1 and early\-stage integration activities * Execute integration plans, ensuring alignment with company standards and timelines * Conduct on\-site walkthroughs to assess operations, facilities, and readiness * Support transition of systems, processes, and workflows * Partner with local teams to implement new processes while maintaining operational continuity * Assist in coordinating vendor transitions, utilities, and operational setup * Provide hands\-on support in areas such as documentation organization, workspace setup, and operational readiness ### **Training \& Development** * Deliver on\-site training during integrations on company systems, software platforms, and operational processes * Train employees on company policies, procedures, and expectations to ensure consistency across locations * Support adoption of new tools and workflows through hands\-on guidance and reinforcement * When not actively supporting on\-site integrations, partner with the Learning \& Development function to deliver training programs and support ongoing associate development initiatives ### **Post\-Close Stabilization** * Support ongoing integration efforts through 30, 60, and 90\-day milestones * Monitor progress against integration plans and follow up on outstanding items * Assist in resolving operational issues and ensuring consistency across locations * Reinforce company standards, processes, and expectations * Gather feedback from local teams and escalate themes or concerns ### **Cross\-Functional Coordination** * Act as a liaison between the integration team and departments including HR, Finance, IT, and Operations * Ensure timely completion of deliverables across all functions * Communicate updates, risks, and progress to leadership ### **Documentation \& Reporting** * Maintain accurate and up\-to\-date integration documentation, trackers, and checklists * Support reporting on integration progress and key milestones * Ensure all required documentation is collected, organized, and stored appropriately **Travel \& Work Environment** ------------------------------ * Hybrid role requiring up to 75% travel throughout the Northeast * Frequent on\-site work at funeral homes and related facilities * Work environments may vary and include office settings, preparation areas, and active service environments **Physical Requirements** ------------------------- The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this position, with or without reasonable accommodation: * Ability to travel frequently and work on\-site at multiple locations * Ability to stand, walk, and move throughout facilities for extended periods of time * Ability to navigate stairs, ramps, and uneven surfaces, including areas such as basements, attics, and older facilities * Ability to conduct facility walkthroughs and operational assessments in varying building conditions * Ability to lift, carry, push, and pull up to 40–50 pounds occasionally, with or without assistance * Ability to bend, stoop, kneel, and reach as needed during on\-site activities * Ability to operate a motor vehicle safely and travel between locations * Ability to work in varying environments, including exposure to temperature changes and operational settings **Knowledge, Skills \& Abilities** ---------------------------------- * 2–5\+ years of experience in operations, project coordination, or a related field * Experience as a licensed Funeral Director is strongly preferred, with the ability to build credibility and rapport with location staff and former owners * Strong organizational skills and attention to detail * Ability to manage multiple projects and shifting priorities * Strong problem\-solving and critical thinking skills * Effective written and verbal communication skills * Ability to work independently and take initiative * Comfortable working in fast\-paced, evolving environments * Proficiency in Microsoft Office (Excel, Word, Outlook) * Experience in multi\-site operations or service\-based environments preferred * Willingness and ability to travel frequently **What Success Looks Like in This Role** ---------------------------------------- * Integrations are executed smoothly and on schedule * New locations transition efficiently with minimal disruption * Operational standards are implemented consistently * Cross\-functional teams are aligned and accountable * Issues are identified early and resolved proactively