Platform Lead

About the Role

Heritage Holding is seeking a high-caliber and entrepreneurial operator to serve as the leader of one of our fast-growing platforms. This is a unique, high-impact opportunity for an entrepreneurial MBA graduate who aspires to lead and grow a business while gaining hands-on experience in private equity operations, M&A, and long-term value creation.

The VP of Operations will be an early platform-level hire and will serve as the Heritage leader scaling a business from ~$2m EBITDA to $20m EBITDA within 1-2 years. Our platforms operate in blue-collar and service industries, so this role is best suited to someone who is energized by hands-on, operationally intensive businesses and comfortable working closely with field teams, tradespeople, and owner-operators. This role offers accelerated exposure to entrepreneurial management, the ability to learn directly from Heritage leadership on rapidly scaling a platform through M&A, and the opportunity to transition into a CEO, other C-suite role, or Entrepreneur in Residence at Heritage Holding.

Key Responsibilities

Strategic Execution & Operational Leadership

• Provide hands-on operational leadership across the platform including leading acquisition integration, strengthening decision-making processes, and improving systems.

• Partner with business owners to support day-to-day operations and platform-wide scaling initiatives.

• Help define and execute a shared integration and operational playbook across the platform.

• Serve as a problem-solver who addresses organizational, operational, and systems-related challenges.

• Support the evaluation, selection, and rollout of core business systems, including ERP and other operational platforms.

• Bring structure and clarity to processes, reporting, and performance management without removing autonomy at the company level.

• Act as a trusted thought partner to senior leadership at Heritage on strategy, systems, and operational decisions.

Ideal Candidate Profile

Experience:

• MBA (recent graduate or several years post-MBA) from a top program.

• Direct experience in blue-collar or service industries—such as home services, trades, construction, field services, logistics, manufacturing, or distribution—is strongly preferred. Candidates who have operated, advised, or grown businesses of this type will be prioritized.

Skills:

• Strong analytical, problem-solving, and decision-making skills.

• Excellent EQ, communication and interpersonal abilities.

• Comfort with ambiguity and fast-paced environments.

• Proven ability to lead projects from ideation to execution.

• Strong financial modeling, Excel, and data analysis skills.

Traits:

• Entrepreneurial spirit and passion for small business.

• High integrity and a low-ego, team-first attitude.

• Strong bias for action with a builder’s mindset.

Career Path

This role is intentionally designed as a launchpad to future leadership opportunities within Heritage Holding’s ecosystem. A high-performing VP of Operations might transition into:

• Executive (including CEO) role at portfolio companies

• Investing role at Heritage Holding

• Search fund entrepreneur with the backing of Heritage Holding