Finance & Operations Systems Lead

Company Overview

Founded in 2019, Apex Service Partners, LLC (“Apex” or the “Company”) is the industry and nationwide leader in residential home services. Apex focuses on serving the HVAC, plumbing, and electrical needs of homeowners in over forty states across the country.  Apex has grown to +100 locations with +9,000 team members and +$2 billion in annual revenue.

In this fragmented industry dominated by small and founder-owned businesses, the Company has a dual strategy of growing via high-frequency acquisitions (over 200 closed by the Company to date) and aggressive organic growth initiatives, including sophisticated marketing, differentiated talent acquisition and green-fielding new trades and locations.  From the onset, the Company’s leaders have focused on building out a robust internal infrastructure to ensure scalability and better win in local markets around the country with the strongest brands and tactics.  The team at “Partner Services”, the centralized support team for the Company, comprises 60+ hard-working, collegial team members who are focused on the success of operations across the country. Despite being the largest player in this incredible industry, Apex has less than 2% market share, and ~85% of the market is still fragmented. The Company recently received a new round of equity investment totaling $3.4B and recently closed a debt refinance in excess of $3.0B.  

Job Description – Finance & Operations Systems Lead 

Mission of the Role:

The Finance & Operations Systems Lead serves as the overall owner and subject matter expert (SME) for the Apex “Productivity Application” software portfolio, excluding the Microsoft application stack and the “Enterprise Applications platform” that supports the company's revenue-generating functions.  Productivity Applications include software tools that enable workflow collaboration, project management, file sharing, document execution, contract management, and other SaaS software solutions utilized by Apex Partner Services departments. 

Core responsibilities include user administration and support, project execution, and optimization of the Productivity Application software portfolio usage.  In addition to owning the Productivity Application software portfolio, this role is expected to provide occasional administrative and consultative advisory support within the Enterprise Applications portfolio, specifically within the Finance and Accounting technology portfolio (Intacct, Expensify, Stampli, etc.).  Lastly, this role is expected to occasionally support special projects, task forces, and other transformative initiatives involving the Technology Services team.

The primary responsibility of the role is to perform Applications Administrator tasks, monitor the company's needs, and adjust systems as necessary, troubleshoot problems, evaluate new technologies, and implement recommendations. Additional job duties include researching and testing software patches and updates, configuring new features, managing user access, onboarding and offboarding, and training users on new features. You also handle license utilization monitoring and ensure that company data remains secure at all times. Applications Administrators must also create reports, stay updated on the current and future versions of the business’s system, and maintain a good working relationship with software vendors. 

Responsibilities:

• Manage end user administration in key business systems, including onboarding/offboarding of users and ongoing roles and permissions updates
• Act as a first line of support and guide users to the appropriate option when unable to handle internally, escalating to software vendors when needed, and ensuring escalated issues are resolved
• Understand changing company requirements and recommend design enhancements to Technology Services leadership and key stakeholders
• Monitor user counts/usage and licensing, recommending cost-saving options when available
• Audit and maintain user access periodically
• Develop and/or adhere to procedures for application request and incident ticket resolution, adhering to approval hierarchies and meeting service level agreements
• Train users on the basics of systems access – ensure vendor training is suitable for Apex’s needs
• Other assignments as identified and directed by the Vice President Enterprise Applications and/or CIO

Experience:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• A Bachelor’s degree or adequate experience is required
• 5+ years of experience and a proven track record of successfully administering SaaS software, collaborating with business leaders, and being able to work in complex environments
• Possesses a deep client service mindset, with a high level of personal accountability and a self-starter
• Comfortable working in a team environment 
• Solid understanding of how software applications enable business outcomes
• Strong ability to multi-task and learn new concepts quickly
• Excellent communication skills and ability to explain technical topics to non-technical staff
• Personal and professional integrity, strong communication skills and an excellent professional appearance and presentation

Personal Characteristics:

• Entrepreneurial, scrappy, and enlivened by the prospect of building an industry-leading trades services business that puts people first
• Ability to work collaboratively and via influence as a member of a team
• Ability to thrive in a fast-paced, dynamic, and high-energy environment
• Strong partner service focus
• Effective relationship builder with positive spirit and energy across all levels of an organization
• Strong commitment to professionalism and quality
• Unquestioned integrity, credibility, and judgment
• Exceptional interpersonal skills and the ability to communicate effectively with senior business leaders and other professionals and colleagues at all levels of the organization
• Ability to remain even-keeled regardless of the circumstances
• Possess strong confidence without ego
• Willingness to provide recommended direction and solutions to internal clients
• Willingness to “roll up sleeves” and take an active role in driving the growth of a business
• Resourceful and figures out how to achieve results creatively with finite resources
• Stellar time management, organizational skills, and attention to detail

 Other:

Location: Dallas TX or Tampa FL

Compensation: Competitive

Other Benefits: medical, dental and vision coverage, competitive PTO, sick days, and holidays, 401k matching