Windsor Path · 10 hours ago
Project Manager, Integration Specialist
United States
Full-time
Remote
Mid, Senior Level
3+ years expWindsor Path is a fast-growing ecosystem of premier accounting and tax firms, focused on reimagining how accounting firms innovate in a digital-first world. As a Project Manager & Integration Specialist, you will be responsible for shaping and executing the integration of new member firms, ensuring a smooth transition while managing multiple workstreams.
Investment Management
No H1B
Hiring Manager
Eric Schindler
Responsibilities
Strategic Planning and Execution: Partner closely with the founders to develop and execute tailored integration plans for new member firms. You will manage multiple initiatives simultaneously, align diverse stakeholders, communicate objectives clearly, and deliver against defined timelines – translating high-level vision into measurable results. Integration workstreams may span multiple functional areas, including technology, human capital management, marketing, regulatory compliance, and firm-level strategy
Creating Replicable Processes: Continuously refine and expand Windsor Path’s integration playbook to enable a faster, more consistent experience. You will apply this playbook across member firms while developing tools, templates, and processes that are repeatable and durable as the platform grows
Change Management: Navigate the human side of change with empathy and effectiveness. While accountable for outcomes, you will remain attuned to the needs of firm partners, staff, and clients, and to the unique culture of each member firm. You will need to quickly develop a deep understanding of how each firm operates and determine how best to implement change within that context, often requiring creativity, flexibility, and strong judgment
Thought Partnership to the Founders: Serve as a trusted thought partner to the founders as one of the earliest members of the Windsor Path team. You will help shape and strengthen our integration strategy and capabilities, positioning both our member firms and the broader platform for long-term success
Project Ownership: Own the definition of scope, timelines, dependencies, and delivery risks by assessing projects, building execution plans, and establishing clear timelines and accountability
Qualification
Required
3–7+ years of experience in management consulting, strategy, operations, or a related field, ideally within professional services or a high-growth environment
Prior experience in an M&A-intensive business – particularly leading or supporting post-acquisition integrations – is a strong plus
Experience leading complex, cross-functional projects start to finish
Ability to manage multiple integrations or initiatives in parallel while operating in a fast-moving environment
Execution-Oriented and Detail-Driven: You bring a strong attention to detail and a proven ability to manage projects end-to-end and deliver results
Problem Solver: You enjoy tackling new problems and operating against moving targets, using creativity and structure to find effective solutions
Comfortable with Change and Ambiguity: You thrive in environments where priorities evolve and no two days look the same
Ownership Mentality: You operate with a high degree of accountability, set and manage deadlines effectively, and are comfortable working autonomously
Strong Analytical and Critical Thinking Skills: You can synthesize complex information into clear insights and next steps, and are comfortable working in Excel and performing quantitative analysis
Tech-Fluent: You are comfortable navigating technology stacks; prior experience using project management tools to track milestones, dependencies, and risks is a plus
Effective Communicator: You communicate clearly and can distill complex ideas into simple, actionable messages for diverse audiences
Willingness to occasionally travel as needed to support member firms
Company
Windsor Path
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase