Implementations Manager

Vertex Service Partners (an Alpine Investors company)

Implementations Manager

Hybrid Charlotte, NC / Western U.S. Remote

Vertex Service Partners is a company focused on acquiring and growing residential home improvement services companies in the United States, with a focus on residential roofing & other exterior services. Vertex is backed by Alpine Investors, a top-decile private equity fund with a long history of successful investments in similar industries. Vertex will be an investment out of Alpine’s 9th fund, which will have ~$4.5 billion of committed capital. This is an opportunity to be on the ground floor of a company with the explicit mandate to grow to be a multi-billion-dollar company within the next five years, with the goal to grow the right way – through a relentless focus on employee and customer experience.

Mission of the Role:

The implementations Manager will…

• Integrate and onboard new acquisitions through Service Titan and Sage Intacct configuration and implementation.
• Execute comprehensive systems implementation and integration processes, including change management and training.
• Manage project implementation for assigned partners, collaborating with Vertex Technology and Operations teams.
• Serve as a business analyst to standardize processes and platforms.
• Ensure compliance with Vertex policies in ServiceTitan administration, working with Ops, Finance, and Corporate Development.

Key Responsibilities:

• Lead ServiceTitan, Sage Intacct, and ADP configuration and implementation as a business analyst and system expert.
• Execute key configuration tasks:
• Setup Service Titan Payments Application, including testing.
• Map and maintain Pricebook with operations and accounting.
• Update Payment Types and Business Units per Vertex guidelines.
• Set Accounts Receivable with regional accounting and ServiceTitan Data Team.
• Import Vendors to Intacct using ST vendor IDs.
• Handle open Accounts Receivable and Accounts Payable balances.
• Coordinate UAT testing of ServiceTitan exports to Intacct.
• Manage user access and permissions per Vertex policies.
• Ensure ServiceTitan usage is current with latest updates and features.
• Support and assign training resources for Service Titan users.
• Collaborate with business leaders to create uniform configuration standards.
• Serve as onsite Vertex representative before and after go-live for smooth transitions.
• Ensure adherence to Vertex best practices for ServiceTitan utilization.
• Contribute to team culture and support related initiatives as needed.

This role allows one to:

• Take on a prominent role in a rapidly growing Company.
• Be a part of a team of experts that support our partner companies.
• Introduce innovative technology solutions that significantly impact the Company and industry.
• Work with a collaborative, entrepreneurial, and results oriented team.
• Build a relationship with a dynamic and engaged private equity firm.
• Support growth and M&A activity.

Experience:

• Required:
• 4+ years in technology implementation or as a technology business/process analyst.
• Experience with CRM and system implementation.
• Strong time-management, organization, and prioritization skills.
• Proven ability to lead and drive processes.
• Excellent interpersonal skills, attention to detail, and teamwork.
• Preferred:
• Experience with ADP, Sage Intacct, and accounting ERP implementations.
• Extensive knowledge of ServiceTitan.
• Ability to communicate accounting and financial information in simple terms.

Personal Characteristics:

• Service-Oriented: Builds strong relationships with peers across the corporate executive team and operating companies. • Flexible & Adaptable: Develops strategies for the evolving needs of a high-growth company.
• Excellent Communicator: Aligns the organization around a vision and supports operations through clear written and oral communication.
• Resourceful: Drives action and achieves results creatively with limited resources.
• Critical Thinker & Learner: Quickly picks up new concepts and questions the status quo.
• Integrity: Maintains high ethical standards.
• Highly Motivated: Comfortable working independently with high energy and ownership of work product.
• Self-Aware: Open to feedback, team player, and respectful of others.