Data Platform & Technology Engineer

Job Description

Job Description

Benefits:

• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

LinkedIn Profile must be listed on the resume  
The Data Platform & Technology Engineer is responsible for designing, implementing, maintaining, and optimizing the company's data infrastructure, business application ecosystem, integrations, reporting environment, and technology stack. This role serves as the bridge between operations, finance, sales, marketing, and executive leadership by ensuring accurate, accessible, and actionable business data across all platforms.

The position supports acquisitions and system migrations, develops enterprise reporting solutions, manages data integrations between business applications, and drives automation initiatives that improve operational efficiency and decision-making.

This role combines responsibilities traditionally associated with a Data Engineer, ERP Systems Administrator, Business Systems Analyst, and Integration Engineer.
 
Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

 
Business Intelligence & Dashboard Management

• Own and administer the Embark dashboard environment. 
• Design, develop, and maintain executive, operational, financial, sales, marketing, and workforce dashboards. 
• Develop KPI scorecards for executives, regional leaders, and General Managers. 
• Create automated reporting solutions reducing manual reporting requirements. 
• Ensure data accuracy, consistency, and integrity across all dashboards. 
• Develop standardized reporting packages for board meetings and executive reviews. 
• Monitor dashboard performance and user adoption.

 
Systems Integration

• Design and maintain API integrations. 
• Connect business applications across the enterprise. 
• Develop automated data transfers. 
• Eliminate manual data entry processes. 
• Build middleware solutions. 
• Monitor integration performance. 
• Resolve data synchronization issues. 
• Document all integrations and workflows. 

 
Data Engineering & Integration

• Design and maintain data pipelines connecting: 
  • ServiceTitan 
  • QuickBooks Online 
  • Paylocity 
  • Scorpion 
  • Embark Dashboard
  • CRM and ERP platforms 
  • Additional acquisition systems 
• Develop ETL/ELT processes to consolidate data from multiple operating companies. 
• Create and maintain data warehouses and reporting datasets. 
• Automate data collection, cleansing, validation, and transformation processes. 
• Build scalable integration frameworks for future acquisitions.

 
Acquisition & Integration Support

• Lead technology integration efforts for newly acquired companies. 
• Assess acquired company software environments. 
• Migrate data into company-standard platforms. 
• Standardize reporting structures and KPI measurement. 
• Support ERP and accounting system transitions. 
• Develop acquisition technology onboarding plans. 
• Ensure continuity of reporting during integration periods.

 
Process Improvement & Automation

• Identify opportunities to automate manual business processes. 
• Develop workflow automations between systems. 
• Improve reporting efficiency and data accessibility. 
• Implement best practices for data management and technology utilization. 
• Partner with department leaders to improve operational efficiency through technology. 

 
Executive Reporting & Analytics

• Provide analytical support to Executive Leadership. 
• Develop financial, operational, and workforce forecasting models. 
• Create ad hoc analyses for strategic initiatives. 
• Support budgeting, planning, and performance management efforts. 
• Deliver insights that improve profitability, productivity, and customer experience.

 
Technical Environment
The role will maintain and support:

 
Core Platforms

• Embark Dashboard
• ServiceTitan 
• QuickBooks Online 
• Paylocity 
• Scorpion 

 
Data & Reporting Tools

• SQL 
• Power BI 
• Tableau (preferred) 
• Excel Power Query 
• Data Warehousing Platforms 

Integration Tools

• APIs 
• ETL Platforms 
• Zapier 
• Make 
• Custom Integrations 

Cloud Platforms

• Microsoft 365 
• Azure (preferred) 
• AWS (preferred)

 
Qualifications
Required

• Bachelor’s degree in information systems, Computer Science, Data Analytics, Business Technology, or related field. 
• 5+ years of experience in: 
  • Data Engineering 
  • Business Intelligence 
  • Systems Administration 
  • Technology Management 
• Advanced SQL proficiency. 
• Experience integrating multiple business applications. 
• Experience developing executive dashboards and KPI reporting. 
• Strong understanding of business operations and financial reporting. 

 
Preferred

• Experience with ServiceTitan. 
• Experience with QuickBooks Online. 
• Experience in HVAC, Plumbing, Electrical, Home Services, or Construction industries. 
• Experience supporting mergers and acquisitions. 
• Power BI or Tableau certification. 
• Experience with cloud data platforms. 

 
Core Competencies

• Data Architecture 
• Dashboard Development 
• Technology Administration 
• Business Process Improvement 
• Project Management 
• Systems Integration 
• Executive Communication 
• Data Governance 
• Strategic Thinking 
• Change Management

 
Success Metrics

• Dashboard adoption rates. 
• Reporting accuracy and timeliness. 
• Reduction in manual reporting processes. 
• Successful acquisition technology integrations. 
• System uptime and reliability. 
• Data quality metrics. 
• User satisfaction scores. 
• Executive reporting effectiveness. 
• Automation and efficiency gains. 
• ROI on technology investments.

 
Work Environment & Physical Requirements

• Primarily remote or office-based work
• Prolonged periods of sitting and working on a computer
• Occasional travel to operating companies may be required

 

Flexible work from home options available.