Teams at Heritage Holding

Sources and evaluates search fund and ETA investment opportunities, conducts sector and deal due diligence, manages the investment pipeline, maintains entrepreneur and co-investor relationships, supports portfolio companies, prepares fund marketing materials and investor updates, and represents the firm at conferences and MBA programs.

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 Financial Controller will oversee payroll, union reporting, month-end close, GAAP financial reporting, job costing, WIP accounting, budgeting, forecasting, cash flow, compliance, and financial analysis. The role supports cost management, administrative operations, and strategic decision-making while partnering with site leadership and Heritage Fencing executives. This fully remote position requires strong construction accounting experience, including percent-of-completion accounting, project-based financial management, and experience in high-growth environments.