heritage-holding - Platform Lead

Remote - USA$2.0M++ Equity1mo ago

Remote Staff NA Investment Banking Banking Platform Engineer CEO Financial Modeling Excel Data Analysis Reporting Performance Management

Requirements

• MBA (recent graduate or several years post-MBA) from a top program. • Experience in entrepreneurship, management consulting, investment banking, private equity, or an operational role in a high-growth company or startup. • Strong analytical, problem-solving, and decision-making skills. • Excellent EQ, communication and interpersonal abilities. • Comfort with ambiguity and fast-paced environments. • Proven ability to lead projects from ideation to execution. • Strong financial modeling, Excel, and data analysis skills. • Entrepreneurial spirit and passion for small business. • High integrity and a low-ego, team-first attitude. • Strong bias for action with a builder’s mindset. • This role is intentionally designed as a launchpad to future leadership opportunities within Heritage Holding’s ecosystem. A high-performing Platform Lead might transition into: • Executive (including CEO) role at portfolio companies • Investing role at Heritage Holding • Search fund entrepreneur with the backing of Heritage Holding

Responsibilities

• Strategic Execution & Operational Leadership • Provide hands-on operational leadership across the platform including leading acquisition integration, strengthening decision-making processes, and improving systems. • Partner with business owners to support day-to-day operations and platform-wide scaling initiatives. • Help define and execute a shared integration and operational playbook across the platform. • Serve as a problem-solver who addresses organizational, operational, and systems-related challenges. • Support the evaluation, selection, and rollout of core business systems, including ERP and other operational platforms. • Bring structure and clarity to processes, reporting, and performance management without removing autonomy at the company level. • Act as a trusted thought partner to senior leadership at Heritage on strategy, systems, and operational decisions.