Remote (Global)

Windsor Path, LLC is hiring a Project Manager, Integration Specialist

Responsibilities

  • Collaborate directly with leadership to design and implement customized integration strategies for incoming firms.
  • Oversee concurrent projects, align stakeholders across functions, and ensure clear communication and on-time delivery of objectives.
  • Apply integration frameworks across technology, HR, marketing, compliance, and strategic planning domains.
  • Enhance and evolve the organization’s integration methodology to improve speed and consistency.
  • Create standardized tools, templates, and workflows that support scalability and repeatability.
  • Lead change management efforts with emotional intelligence and practical effectiveness.
  • Stay responsive to the needs of partners, employees, clients, and the distinct culture of each firm.
  • Gain in-depth insight into each firm’s operations to tailor integration approaches appropriately.
  • Act as a trusted advisor to leadership as a founding team member.
  • Contribute to the development and refinement of integration strategy and capabilities for sustained success.
  • Define project scope, timelines, dependencies, and risks by analyzing requirements and building actionable plans.

Compensation

Competitive base salary based on experience, along with performance-linked incentives.

Work Arrangement

Remote position with periodic travel to support member firms.

Team

High-autonomy, high-impact role; one of the first team members reporting directly to the founders.

Other

  • Remote role with occasional travel as needed to support member firms.
  • Applicants must be authorized to work for any employer in the U.S.
  • All your information will be kept confidential according to EEO guidelines.
  • Company values diverse backgrounds and perspectives and encourages everyone to show up as their authentic selves.

Not available

Required Skills
Project ManagementSystem IntegrationERP SystemsCRM systemsBusiness AnalysisStakeholder ManagementProcess ImprovementData MigrationChange ManagementAgile MethodologiesCommunicationProblem Solving
About company
Windsor Path, LLC
A fast-growing ecosystem of premier accounting and tax firms. A family office-backed platform designed to provide a long-term home for the industry’s most respected firms. Accelerates growth through investment in talent, technology, and operational infrastructure, while preserving local character, brand, and autonomy.
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Job Details
Category other
Posted 5 months ago