Platform Lead

Responsibilities

• Provide hands-on operational leadership across the platform including leading acquisition integration
• 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
• Support the evaluation, selection, and rollout of core business systems, including ERP
• Bring structure and clarity to processes, reporting, and performance management
• Act as a trusted thought partner to senior leadership on strategy and operational decisions

Requirements

• MBA from a top program
• Experience in entrepreneurship, management consulting, investment banking, private equity, or high-growth operations
• Strong financial modeling, Excel, and data analysis skills
• Proven ability to lead projects from ideation to execution
• Excellent communication and interpersonal abilities

About the Company

Heritage Holding is a private equity firm focused on scaling small businesses through strategic M&A and operational excellence.