Integration Manager

Benefits:

Bonus based on performance

Health insurance

Paid time off

Integration Manager

Heritage MEP 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 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

What We’re Looking For

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

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 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.

This is a remote position.