{"id":2438947,"url":"https://alion.io/job/heritage-holding-gtm-operations-lead","title":"GTM Operations Lead","company":{"id":4416297,"name":"Heritage Holding","domain":"heritage-holding.com","url":"https://alion.io/company/heritage-holding","size_band":"201-500","is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"lead","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":110000,"max_usd":260000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1084},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"AI Agents","optional":false},{"name":"HubSpot","optional":false},{"name":"Python","optional":false},{"name":"SQL","optional":false},{"name":"Zapier","optional":false}],"status":"live","first_seen_at":"2026-09-29T12:34:56Z","employer_posted_date":"2026-09-29","last_verified_at":"2026-11-01T05:30:48Z","board_verified":true,"closed_at":null,"days_open":32,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":32},"description":"GTM Operations Lead at Heritage Holding\nAbout Heritage Holding\nHeritage 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. Alex de Pfyffer and Ross Porter founded Heritage as a Search Fund after graduating from Harvard Business School in 2015. Heritage closed a $220m first institutional fundraise in August of 2024 and has completed +60 acquisitions across 12 platform companies in B2B services, including telecom, IT and cybersecurity services, healthcare services, and skilled trades services (HVAC, Electrical, Fencing, Engineering).\nWe were operators before investors. Our team is composed of entrepreneurs, former CEOs, and investors who are passionate about operating small businesses.\nOur portfolio companies generate almost half a billion dollars in revenue. Growth is where we earn our returns. We invest in good businesses run by founders who built them on reputation and referrals, and we help them add a real go-to-market engine: targeting, outbound, marketing, a CRM the team actually uses, and the reporting to know what is working. Our growth team embeds in the portfolio companies to make that happen, and this role is at the center of it.\nRole Overview\nHeritage Holding is hiring a GTM Operations Lead to lead go-to-market system implementations across our portfolio companies.\nOur companies sell to commercial customers in IT services, healthcare services, and the trades. Some have a sales team and CRM in place at acquisition, other times we’re starting from a blank slate. You will help assess each company’s GTM at acquisition, standardize measurement using our proprietary methodologies, roll out GTM systems within each business, hire full-time dedicated GTM Engineers in each platform, and keep improving our efforts as results come in.\nThe ultimate goal with this role is to take our GTM methodologies, make them work reliably inside each portfolio company, then help propagate what works from one business to the next.\nYou will report to Sam Kramer, who leads sourcing and growth, and work directly with Heritage’s founding partners, advisory team, and portfolio company executives.\nKey Responsibilities\nImplement Heritage’s proprietary GTM measurement, attribution, and productivity methodologies across portfolio companies, including the financial modeling required to connect marketing and sales activity to pipeline, revenue, and customer economics.\n\nStand up and maintain the foundational GTM systems required to support those methodologies, generally using HubSpot as the system of record. This includes CRM architecture, data models, pipelines, custom properties, forms, workflows, integrations, attribution, and executive reporting.\n\nImplement 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.\n\nEnsure GTM activity can be tied back to revenue with reporting that portfolio company leadership and Heritage partners can trust.\n\nDocument and memorialize the GTM playbooks, workflows, system configurations, and operating processes implemented within each company so they can be maintained and replicated.\n\nWork closely with Heritage’s operations leaders and portfolio company executives to roll out new GTM systems, drive adoption, troubleshoot issues, and improve execution over time.\n\nHelp hire, onboard, and support dedicated GTM Engineers within portfolio companies who can take ongoing ownership of the systems and workflows implemented by Heritage.\n\nPropagate proven practices, workflows, automations, and system configurations from one portfolio company to the next.\n\nStandardize GTM metrics and reporting across the portfolio so Heritage can evaluate performance consistently across companies and identify areas that require attention.\n\nImplement AI agents, automations, and internal tools that reduce or eliminate manual work across sales and marketing processes.\n\nBuild and maintain AI-enabled, multi-user workflows that allow small sales and marketing teams to operate with substantially greater productivity.\n\nMaintain a working knowledge of emerging GTM tools, AI capabilities, and automation technologies; test and implement the ones that are useful within Heritage’s existing GTM framework.\n\nQualifications\nAt least 5 years of experience in GTM engineering, growth, RevOps, sales operations, marketing operations, or a similarly hands-on commercial systems role.\n\nDeep, hands-on experience with HubSpot in production environments, including custom properties, workflows, reporting, integrations, data hygiene, and CRM administration.\n\nExperience building attribution and performance reporting across multiple acquisition channels, including major ad platforms such as Google and Meta, and tying activity back to pipeline, revenue, CAC, and ROAS.\n\nExperience supporting both inbound and outbound growth motions, including targeting, enrichment, sequencing, deliverability, lead routing, conversion tracking, and lifecycle management.\n\nStrong working knowledge of modern GTM tooling such as Clay, Zapier, Make, Dripify/HeyReach, enrichment providers, call-tracking platforms, and related sales and marketing infrastructure.\n\nReal experience using LLMs, AI agents, and automation in operational workflows. We are less interested in using AI to draft emails or summarize meetings and more interested in systems that materially improve productivity or eliminate manual work.\n\nStrong systems thinking and comfort working with complex, imperfect data. You should understand how data needs to be structured before building reports, workflows, or automations on top of it.\n\nWorking knowledge of APIs, webhooks, JSON, and data integrations. Experience with SQL, Python, or similar tools is strongly preferred.\n\nAbility to move comfortably between strategy and implementation: understand the operating model, translate it into working systems, and troubleshoot when reality does not match the design.\n\nExperience 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.\n\nStrong analytical and financial instincts, with the ability to understand how GTM activity translates into revenue, margin, customer economics, and business performance.\n\nHigh EQ, high integrity, low ego, and a strong bias for action. You should be comfortable working directly with founders, executives, sales teams, marketers, and operators, and willing to get into the details when needed.","description_format":"text","description_chars":6739,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Professional Services","Science & Engineering"],"lifecycle":[{"event":"open","at":"2026-10-13T11:34:45Z"}],"visa":[],"liveness":{"score":23,"band":"cold","label":"Long shot","p_open":1,"p_active":0.409,"p_room":0.55,"age_days":32,"expected_fill_days":32,"reasons":["conf:0","agency","win:tail"],"computed_at":"2026-11-01T06:10:25Z"},"pay":null,"html_url":"https://alion.io/job/heritage-holding-gtm-operations-lead","json_url":"https://alion.io/job/heritage-holding-gtm-operations-lead.json","meta":{"generated_at":"2026-11-01T07:02:07Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":10973,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-02T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4416297},"rest":"https://alion.io/mcp/rest/get_company?id=4416297"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fheritage-holding-gtm-operations-lead"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fheritage-holding-gtm-operations-lead"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fheritage-holding-gtm-operations-lead"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/heritage-holding-gtm-operations-lead\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fheritage-holding-gtm-operations-lead"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2438947}},{"tool":"search_jobs","arguments":{"company":"heritage-holding.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2438947},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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