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 Platform Lead 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. 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.

• Experience in entrepreneurship, management consulting, investment banking, private equity, or an operational role in a high-growth company or startup.

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 Platform Lead might transition into:

• Executive (including CEO) role at portfolio companies

• Investing role at Heritage Holding

• Search fund entrepreneur with the backing of Heritage Holding