ERP Implementation Leader

ERP Implementation Leader (Full-Time or Fractional)

Heritage Holding

Role Overview

Heritage-Holding is hiring a central ERP Implementation Leader to own and drive ERP implementations across our portfolio of companies. Rather than each company reinventing the wheel, you'll be the shared, go-to resource who brings a repeatable playbook to every rollout — scoping the work, running the project, managing outside implementation partners, and making sure each system actually delivers cleaner financials and better reporting for the business and its investors.

This is a hands-on leadership role for someone who has personally led ERP implementations many times before and knows where they go wrong. It's finance-led, not IT-led: your job is clean books, reliable reporting, and systems that scale — not technology for its own sake.

We're open to filling this as a full-time hire or a fractional engagement (~20 hours/week) for the right person.

Key Responsibilities

• Serve as the central ERP resource across the portfolio, running multiple implementations and upgrades — often in parallel — from planning through go-live and stabilization.

• Own project management end to end: scope, timelines, budgets, resourcing, risk, and stakeholder communication with company CFOs, controllers, and leadership.

• Select and manage external implementation partners and vendors — hold them accountable, challenge them where needed, and keep projects on scope and on budget.

• Right-size each project: advise which companies need a full ERP implementation versus a targeted upgrade or clean-up, based on their size and maturity.

• Standardize a repeatable implementation approach, tooling, and best practices that can be reused across the portfolio.

• Partner closely with finance/accounting teams to translate their needs into system requirements and ensure a smooth transition off legacy systems.

• Report directly to senior leadership (Josh / Al) on progress, risks, and outcomes across the portfolio.

Qualifications

• 4–7+ years leading ERP implementations — you've done this a dozen times, not once or twice. Leading (or being very close to leading) prior implementations is essential; this is not a role for a recent grad.

• Strong accounting/finance background — you understand the general ledger, close process, and financial reporting, and you bridge the gap between finance and technology fluently.

• Hands-on experience with common mid-market ERP and accounting platforms — NetSuite, Sage, QuickBooks, and similar systems.

• Track record of managing external implementation partners and multiple concurrent projects.

• Experience in a multi-entity, portfolio, PE-backed, or public-accounting environment is a strong plus — candidates coming out of accounting/advisory firms are especially encouraged to apply.

• Excellent project management and communication skills; comfortable operating as the single accountable owner across several companies at once.

• Willing to travel 25-50% of time.