Implementation / Integration Specialist

Heritage Holding; Chicago (IL); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Bonus opportunity

Job summary

Heritage Fencing is hiring an Implementation / Integration Specialist to support operational integration initiatives across a growing platform of fencing companies. This hands-on role requires reliability, strong organization, and clear communication as you work with platform leadership, vendors, and operating teams to improve consistency and execution.

The role involves frequent travel to portfolio locations (approximately 75%), observing workflows, documenting processes, and supporting system

Qualifications

• 5+ years of experience in operations, integration, project coordination, process improvement, systems implementation, or related roles.
• Experience working with ERP, CRM, reporting tools, and cross-functional teams.
• Ability to travel and work onsite with portfolio companies.

Responsibilities

• Assist planning, coordination, and execution of operational integration initiatives across portfolio companies.
• Support ERP, field service management, reporting, workflow, CRM, and process implementations.
• Travel onsite to observe workflows, document processes, identify gaps, and assist with implementations.
• Collaborate with office managers, project managers, service teams, and leadership to drive improvements.
• Develop and maintain standardized workflows, SOPs, dashboards, and reporting structures.
• Coordinate communication, timelines, training, and action items for integration initiatives.
• Support data gathering, reporting visibility, CRM organization, and operational tracking.
• Identify bottlenecks and opportunities for process improvement.
• Assist with onboarding acquisitions into platform systems and processes.

Skills

Project coordination

Operations

Process improvement

Systems implementation

CRM systems

HubSpot

Travel readiness

Microsoft Office

Google Workspace

Tools

HubSpot

ServiceTitan

BuildOps

Sage

QuickBooks

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.