Role Overview
We are looking for a part-time fall semester intern (15-20 hrs per week) to support outbound outreach for our IT MSP platform. This person will help conduct cold calls, qualify leads, update outreach trackers, and support follow-up efforts.
This is a hands-on role for someone who is comfortable picking up the phone, learning quickly, staying organized, and representing Heritage professionally. It is a strong fit for a student interested in sales, business development, private equity, or entrepreneurship.
Key Responsibilities
Outbound Outreach
Conduct outbound outreach to business owners and executives from target lists developed by the HH team.
Introduce HH, explain our investment approach, and assess owner interest in a potential conversation.
Qualify leads based on predefined criteria and schedule follow-up conversations when appropriate.
Maintain ongoing communication with prospects.
Pipeline Management
Record outreach activity, conversation notes, and next steps within HubSpot CRM.
Maintain organized records of outreach activity and prospect status.
Track outreach metrics including calls made, conversations held, and meetings scheduled.
What You’ll Learn
How to conduct B2B outbound sales and prospecting
How a growing services platform identifies and qualifies new business opportunities
How to communicate with small business owners
Ideal Candidate Profile
The ideal candidate is a self-starter who is not afraid of rejection, enjoys talking to people, and can bring structure to a high-volume outreach effort. They should be coachable, reliable, and eager to learn how business development works inside a growing IT MSP platform.
Skills Required
- Part-time availability (15-20 hours per week) during the fall semester
- Conduct outbound cold calls to business owners and executives
- Qualify leads based on predefined criteria and schedule follow-ups
- Record outreach activity, conversation notes, and next steps within HubSpot CRM
- Maintain organized outreach trackers and pipeline metrics
- Comfortable with high-volume calling and handling rejection; coachable and reliable
- Professional telephone communication and interpersonal skills
- Interest in sales, business development, private equity, or entrepreneurship
- Ability to learn quickly and represent the company professionally
What We Do
Heritage Holding is a Boston-based private investment firm targeting lower middle market businesses that generate between two and ten million dollars of EBITDA. The firm partners with founder-led small and medium-sized businesses to support growth, operational improvement, and long-term value creation. It focuses on B2B services across various sectors, including telecom, IT and cybersecurity services, healthcare services, and skilled trades.
