Integration Manager

Heritage MEP is hiring an Integration Manager to support operational integration initiatives across a growing group of mechanical, HVAC, plumbing, electrical, and industrial service companies. This is a hands-on role for someone who is highly reliable, responsive, organized, and willing to help wherever needed. The Integration Manager will work closely with the COO, 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, * 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 MEP Heritage MEP is building a growing platform across the mechanical services 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 MEP. 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.

Do you have experience in Stakeholder relationship building?, * 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 HVAC, mechanical contracting, 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

Pulled from the full job description

• Health insurance
• Paid time off, * Bonus based on performance
• Health insurance
• Paid time off