Teams 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.

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.

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.