Jobs at Heritage Holding

Leads go-to-market system implementations across portfolio companies. Responsibilities include building HubSpot CRM architectures, attribution and revenue reporting, inbound and outbound pipeline systems, integrations, automations, AI-enabled workflows, and standardized GTM playbooks. The role partners with executives, drives adoption, documents repeatable processes, hires and supports GTM Engineers, and connects marketing and sales activity to pipeline, revenue, CAC, ROAS, and customer economics.

The FP&A Associate prepares portfolio-wide financial reports, tracks KPIs, builds forecasts and budgets, performs scenario analysis, reviews financial data for accuracy, supports controllers and financial close, investigates discrepancies, and provides insights and recommendations to senior leadership. The role requires strong modeling, Excel, financial statement knowledge, communication, organization, and attention to detail across multiple portfolio companies.

Leads consolidated financial reporting, acquisition integrations, budgeting, forecasting, cash flow management, audits, compliance, ERP oversight, lender relations, payroll, and process improvement across multiple entities. Supports M&A diligence and financial integration while overseeing bookkeeping and finance teams. Reports to the platform CEO and holding company CFO.

Own commercial growth across a portfolio of fencing and industrial-services businesses. Build general-contractor relationships, reactivate dormant accounts, identify market white space, launch new service lines, and create repeatable go-to-market playbooks. Partner with general managers, lead customer meetings, coach teams, establish pipeline discipline, and implement CRM-based sales processes. The role requires a hands-on, relationship-driven hunter who can operate independently in a growing private-equity-backed platform.

Support deal execution for platform and add-on acquisitions: evaluate opportunities, perform market research and diligence, build financial models and forecasts, prepare investment materials (IOIs, LOIs, memos), manage diligence workstreams and data rooms, coordinate advisors and stakeholders, and support negotiation, financing, closing, and post-close handoffs.

Full-cycle recruiter responsible for sourcing, screening, interviewing, and closing candidates for multiple engineering companies. Partner with hiring managers to build search strategies, manage candidate pipelines, track hiring metrics, and help establish training and development and scalable recruiting processes across an acquisitive platform.

General outreach inviting candidates interested in Heritage Holding to make contact. Describes the firm as a Boston-based private investment operator focused on acquiring and operating lower-middle-market B2B services businesses, staffed by entrepreneurs, former CEOs, and investors.

Lead operational scaling and acquisition integration for a platform, implement systems and reporting (ERP), partner with owners on day-to-day execution, and drive performance management to grow EBITDA and enable M&A-driven expansion.