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Heritage Holding

Private equity growth for founder-led companies

Implementation / Integration Specialist

Business OperationsConfirmed live in the last 24 hours
Full-timeChicago, IL, USA

About the Job

Requirements

  • At least 5 years of experience in operations, integration, project coordination, process improvement, systems implementation, consulting, construction operations, field service operations, or a related role.
  • Strong organizational skills and the ability to manage multiple projects, timelines, stakeholders, and follow-up items.
  • Excellent written and verbal communication skills.
  • Ability to build trust and credibility with employees at all levels of an organization.
  • High level of reliability, responsiveness, professionalism, and discretion.
  • Comfort working onsite with local teams and remotely with platform leadership.
  • Strong attention to detail and ability to document workflows, processes, action items, and implementation steps.
  • Ability to identify gaps, inefficiencies, and process-improvement opportunities.
  • Comfort operating in a fast-moving, entrepreneurial environment.
  • Proficiency with Microsoft Office, Google Workspace, project-tracking tools, customer relationship management systems, or related business software.
  • Willingness and ability to travel frequently, approximately 75%.

Responsibilities

  • Assist with the planning, coordination, and execution of operational integration initiatives across portfolio companies.
  • Support enterprise resource planning, field service management, reporting, workflow, customer relationship management, and process-implementation initiatives.
  • Travel onsite to operating companies to observe workflows, document processes, identify gaps, and assist with implementation efforts.
  • Work alongside office managers, project managers, service teams, and leadership teams to support operational improvements.
  • Help develop and maintain standardized workflows, documentation, standard operating procedures, dashboards, and reporting structures.
  • Coordinate communication, training, timelines, follow-up, and action items related to integration initiatives.
  • Support data gathering, reporting visibility, HubSpot organization, and operational-tracking efforts.
  • Identify operational bottlenecks, inefficiencies, and opportunities for process improvement.
  • Assist with onboarding newly acquired operating companies into platform systems and processes.
  • Support platform initiatives related to business development, leadership development, and operational excellence.
  • Collaborate with platform leadership and external vendors to help ensure successful implementation of strategic initiatives.
  • Help maintain accountability, organization, and momentum across multiple ongoing projects and integrations.

Desired Qualifications

  • Experience with enterprise resource planning, field service management, customer relationship management, reporting, or dashboard tools.
  • Experience with HubSpot, ServiceTitan, BuildOps, Sage, QuickBooks, or similar systems.
  • Experience in fencing, construction, field service, industrial services, or multi-site operations.
  • Experience supporting acquisitions, integrations, system changes, or operational standardization.
  • Experience working with office managers, project managers, service teams, or field-based teams.

About the Company

Heritage Holding

Private equity growth for founder-led companies

Heritage Holding is a private equity firm that buys majority stakes in founder- and family-led U.S. businesses and grows them over the long term. It typically targets platform investments with enterprise values of $5–$100 million and raises capital from institutions and family offices. The firm differentiates itself through a hands-on, collaborative approach: it provides operational support, partners with existing management, and uses bolt-on acquisitions to scale. Unlike firms focused on short-term exits, Heritage Holding pursues patient, long-duration capital to build durable value rather than financial engineering. Its goal is to create sustainable growth and value by expanding profitable companies across sectors such as business services, healthcare, IT and industrial services, wealth management, and niche areas including MSPs, remote patient monitoring, commercial HVAC, power services, hydrovac, and RIAs managing $200–$750 million AUM.

Company size
11-50
Company stage
Early VC
Total funding
$3.4M
Headquarters
Hartford, CT
Founded
2015

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