Serve as an on-the-ground operational resource at portfolio companies, working alongside presidents in a co-management or support capacity depending on what the situation requires
Lead or support company transitions — new acquisitions, president-to-president handoffs, and operational resets — with heavy in-person presence during active engagement periods
Build trust and working relationships with company presidents and their teams; your credibility will be earned through execution, not title
Identify operational gaps and implement improvements in areas such as dispatching, pricing, technician productivity, job costing, and customer workflow
Support monthly business review data collection and synthesis across portfolio companies, building infrastructure that reduces manual overhead over time
Assist in building out operating playbooks, benchmarks, and standardized processes that can be applied across the MEP portfolio
Contribute to new acquisition onboarding as the portfolio grows — helping new companies understand Teamshares systems, tools, and expectations
Bubble up operational insights and performance signals to the Industry Lead; your on-the-ground visibility is an asset the IL doesn’t have from the portfolio level
Become the Teamshares-level expert on ServiceTitan, with working knowledge across configuration, workflows, reporting, and best practices for field service operations in the trades
Project-manage ServiceTitan implementations at net-new portfolio companies in partnership with company presidents and, where applicable, external consultants
Lead standardization and optimization audits at existing ST companies, surfacing platform utilization gaps and driving adoption of underused functionality
Serve as the primary internal resource for presidents and their teams navigating the platform day-to-day — reducing reliance on external consultants for routine questions and optimization work