Heritage Holding
As of 30 October 2026, Heritage Holding has 10 open roles (5 new in 30 days), its finance & accounting team is hiring most, and its postings name HubSpot, QuickBooks and Sage as the tools the team works in.
As of 30 October 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- Boston, Massachusetts, United States
- Employees
- 2-10 employees (linkedin)
- Sells to
- regional companies, fortune 1000 customers, rias
- Certifications on site
- Site languages
- EN
- Career system
- Ashby
Heritage Holding in one screen
Read from heritage-holding.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Heritage Holding is a small business investment firm that partners with founders to build and scale companies across multiple industries. It provides portfolio support including acquisitions, ERP implementations, deal sourcing, and customer acquisition, serving Fortune 1000 customers and regional companies. Its focus sectors include commercial HVAC, data centers, internet service providers, and wealth management.
Named on the site: regional companies, fortune 1000 customers, rias.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 600 scored.
What Heritage Holding says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Stand up and maintain the foundational GTM systems required to support those methodologies, generally using HubSpot as the system of record.• Excellent proficiency in Microsoft Office suite and QuickBooks ); experience with ERP systems (Sage, Netsuite, and others) is a plus.• Hands-on experience with common mid-market ERP and accounting platforms — NetSuite, Sage, QuickBooks, and similar systems.• Excellent proficiency in Microsoft Office suite and QuickBooks ); experience with ERP systems (Sage, Netsuite, and others) is a plus.• Hands-on experience with common mid-market ERP and accounting platforms — NetSuite, Sage, QuickBooks, and similar systems.
• 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.
• Proficiency with Microsoft Office, Google Workspace, project tracking tools, CRM systems, or related business software
• 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.• Working knowledge of APIs, webhooks, JSON, and data integrations.• 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.• 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.• Strong financial modeling and Excel skills; comfort building and maintaining models from scratch.• Experience with HubSpot, ServiceTitan, BuildOps, Sage, QuickBooks, or similar systemsExperience with SQL, Python, or similar tools is strongly preferred.Vendors whose code loads on heritage-holding.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
10 open roles, 8 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 3 · 2 |
| Product, program & project management | 2 · 2 |
| Business development & strategy | 1 · 0 |
| General management & consulting | 1 · 0 |
| Human resources | 1 · 0 |
| Sales | 1 · 1 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Heritage Holding to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Heritage Holding
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 600 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Heritage Holding (Boston, United States, 2-10 employees) has 10 open roles, 5 new in 30 days, and names 14 tools in its postings. (Breaknorm, 30 October 2026, https://breaknorm.co/company/heritage-holding.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from heritage-holding.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Ashby career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Heritage Holding: questions
Does Heritage Holding use HubSpot?
Yes, by the company's own words: 2 postings name it, first seen 2026-09-29, in the product, program & project management team.
Is Heritage Holding hiring?
10 open roles as of 30 October 2026, 5 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From heritage-holding.com itself: we crawled it on 2026-08-19, built the profile on 2026-08-19, and read its career site (Ashby) hourly since. Headcount is from LinkedIn.
Who should I write to at Heritage Holding?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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