Heritage Holding→
Implementation / Integration Specialist at Heritage… · Chicago
Job Description
Implementation / Integration Specialist
Heritage Fencing
Full-Time | Portfolio Company Locations / Remote
Travel: Frequent, approximately 75%
Compensation & Benefits
● $75,000–$90,000 base salary
● Bonus opportunity
● Full-time role with flexibility required to meet the needs of the business
● Opportunity to work directly with senior leadership across a growing platform
● High-impact role supporting integrations, systems, reporting, and operational
improvement
Location / Work Setup
As integrations ramp up, this role will be primarily onsite at portfolio company locations and then remote / at-home as workstreams stabilize. Frequent travel is required, approximately 75%, to build relationships with team members across the platform and support onsite integration work.
Job Summary
Heritage Fencing is hiring an Implementation / Integration Specialist to support operational integration initiatives across a growing platform of fencing companies. This is a hands-on role for someone who is highly reliable, responsive, organized, and willing to help wherever needed. The Implementation / Integration Specialist will work closely with platform leadership, external vendors, and operating company teams to help improve consistency, visibility, communication, and execution across the platform.
The role will involve frequent travel to portfolio company locations to observe workflows, document processes, identify gaps, support system implementations, and help teams adopt new tools and processes. This is an ideal opportunity for someone who can build strong relationships, operate independently, communicate clearly, and keep multiple projects moving in a fast-paced environment.
What You’ll Do
Assist with the planning, coordination, and execution of operational integration initiatives across portfolio companies
Support ERP, field service management, reporting, workflow, CRM, 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, SOPs, dashboards, and reporting structures
Coordinate communication, training, timelines, follow-up, and action items related to integration initiatives
Support data gathering, reporting visibility, CRM / 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
What We’re Looking For
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 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, CRM systems, or related business software
Willingness and ability to travel frequently, approximately 75%
Preferred Qualifications
Experience with ERP, field service management, CRM, 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
What Success Looks Like in Year One
Builds strong relationships and credibility with operating company teams across the platform
Becomes a trusted and dependable resource for integration and operational initiatives
Successfully supports ERP and field service management implementation planning and rollout efforts
Helps improve operational visibility, reporting consistency, and workflow documentation across operating companies
Creates organized systems for tracking integrations, action items, timelines, owners, and follow-through
Contributes to smoother onboarding and transition processes for acquired companies
Demonstrates strong communication, responsiveness, adaptability, and follow-through
Helps reduce operational friction by improving organization, communication, documentation, and implementation support
Why Join Heritage Fencing
Heritage Fencing is building a growing platform across the fencing industry. As we continue to partner with strong local businesses, integration, systems, reporting, and operational support are critical to helping the platform scale successfully. This role offers the opportunity to work closely with senior leadership, support multiple operating companies, and play a meaningful role in building the operating foundation of Heritage Fencing. If you are highly reliable, organized, relationship-driven, and excited to help growing businesses improve how they operate, we’d love to hear from you.