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About the Role
Heritage Holding is hiring a GTM Operations Lead to lead go-to-market system implementations across its portfolio companies. The role involves assessing each company’s GTM at acquisition, standardizing measurement, rolling out GTM systems, hiring GTM Engineers, and continuously improving efforts based on results. The ultimate goal is to make Heritage’s GTM methodologies work reliably within each portfolio company and propagate successful practices across the portfolio.
Responsibilities
- Implement Heritage’s proprietary GTM measurement, attribution, and productivity methodologies across portfolio companies, including financial modeling to connect marketing and sales activity to pipeline, revenue, and customer economics.
- Stand up and maintain foundational GTM systems using HubSpot as the system of record, including CRM architecture, data models, pipelines, custom properties, forms, workflows, integrations, attribution, and executive reporting.
- Implement and support inbound and outbound pipeline-generation systems, including targeting, list building and enrichment, sequencing, copy, deliverability, website conversion, email, events, referral programs, and paid media tracking.
- Ensure GTM activity can be tied back to revenue with trustworthy reporting for leadership and partners.
- Document and memorialize GTM playbooks, workflows, system configurations, and operating processes for maintenance and replication.
- Work closely with operations leaders and portfolio company executives to roll out new GTM systems, drive adoption, troubleshoot issues, and improve execution.
- Help hire, onboard, and support dedicated GTM Engineers within portfolio companies.
- Propagate proven practices, workflows, automations, and system configurations from one portfolio company to the next.
- Standardize GTM metrics and reporting across the portfolio for consistent performance evaluation.
- Implement AI agents, automations, and internal tools to reduce manual work in sales and marketing processes.
- Build and maintain AI-enabled, multi-user workflows to enhance productivity for small sales and marketing teams.
- Maintain knowledge of emerging GTM tools, AI capabilities, and automation technologies; test and implement useful ones within Heritage’s framework.
Requirements
- At least 5 years of experience in GTM engineering, growth, RevOps, sales operations, marketing operations, or a similarly hands-on commercial systems role.
- Deep, hands-on experience with HubSpot in production environments, including custom properties, workflows, reporting, integrations, data hygiene, and CRM administration.
- Experience building attribution and performance reporting across multiple acquisition channels, including major ad platforms like Google and Meta, and tying activity back to pipeline, revenue, CAC, and ROAS.
- Experience supporting both inbound and outbound growth motions, including targeting, enrichment, sequencing, deliverability, lead routing, conversion tracking, and lifecycle management.
- Strong working knowledge of modern GTM tooling such as Clay, Zapier, Make, Dripify/HeyReach, enrichment providers, call-tracking platforms, and related sales and marketing infrastructure.
- Real experience using LLMs, AI agents, and automation in operational workflows focused on improving productivity or eliminating manual work.
- Strong systems thinking and comfort working with complex, imperfect data.
- Working knowledge of APIs, webhooks, JSON, and data integrations.
- Experience with SQL, Python, or similar tools is strongly preferred.
- Ability to move comfortably between strategy and implementation.
- Experience in high-growth startups, founder-led businesses, small businesses, or other resource-constrained operating environments is strongly preferred.
- Private equity experience is helpful but not required.
- Strong analytical and financial instincts.
- High EQ, high integrity, low ego, and a strong bias for action.
- Comfort working directly with founders, executives, sales teams, marketers, and operators.
Skills
- HubSpot
- CRM administration
- Data modeling
- Reporting
- Integrations
- Data hygiene
- Attribution modeling
- Performance reporting
- Inbound marketing
- Outbound marketing
- Lead generation
- Pipeline management
- GTM systems
- AI agents
- Automation
- LLMs
- APIs
- Webhooks
- JSON
- Data integrations
- SQL
- Python
Location
- Boston
- New York City
Work Type
- Full-time
Experience Level
- At least 5 years of experience
About the Company
- Heritage Holding is a Boston- and NYC-based small business investment firm targeting founder and family owned small businesses that generate between $5m and $50m dollars of revenue.
- Founded by Harvard Business School graduates, Heritage has closed a $220m first institutional fundraise and completed over 60 acquisitions across 12 platform companies in B2B services.
- The team consists of entrepreneurs, former CEOs, and investors passionate about operating small businesses.
- Portfolio companies generate almost half a billion dollars in revenue, with a focus on growth through implementing go-to-market engines.
- The growth team embeds in portfolio companies to drive this growth.