Vertex Service Partners (an Alpine Investors company)

Operations Excellence Data Analyst

Charlotte, NC

Travel: up to 20%

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:

Develop and maintain PriceBooks (the topline and gross margin engine of our companies) that drive accurate COGS, pricing and a best-in-class sales process, to maximize value capture for fast-growing roofing brands within Vertex, contributing to our mission to build best-in-class home improvement brands.

Where you’ll make an impact:

• Support the Operations Excellence, Technology, & Finance teams to implement pricing strategies and optimize profitability while maintaining competitive positioning and polished sales tools.
• Develop and maintain estimation tools to calculate material costs and labor expenses for roofing and other home services packages.
• Maintain accurate records of pricing adjustments, discounts, and promotions within PriceBooks. Further, implement processes for regular price audits and updates utilizing national supplier and distributor data.
• Apply your analytical skills to manage pristine, proprietary data sources and strengthen Vertex’s ability to make data driven decisions.

Key Outcomes:

• Directly maximize gross margin by supporting the strategy for $100M+ (and growing) of roofing materials spend and by becoming an expert in building and maintaining partner pricing via ownership of the “PriceBook”:
• Develop and maintain comprehensive PriceBooks for partner companies that produces accurate gross margin, accounting & robust, insightful P&L and trend data.
• Develop a templatized process that enables production and maintenance of 15-20 PriceBooks / year.
• Define & document PriceBook standards and best practices; conduct analysis to identify the “best-in-class” PriceBooks and redesign suboptimal PriceBooks to new standards.
• Support Ops Excellence leadership on procurement analysis and identify high ROI opportunities for Vertex.
• Implement best practices for CRM management, including data hygiene, customization, and integration with other business systems to ensure business KPIs are reportable; perform data quality assessments and audits and present gap analyses.
• Develop dynamic estimate templates to streamline sales processes and empower roofing start-ups to effectively showcase product offerings and rapidly grow its salesforce while maintaining consistent pricing and gross margin:
• Act as a thought partner, thoughtfully combining Vertex models with expertise from partner companies to develop estimation tools for sales and production teams across the country.
• Build polished, engaging, consumer-facing sales tools.
• In some cases, serve as an onsite Vertex representative as partner companies go-live on Vertex’s standardized CRM.
• Collaborate with cross-functional teams to streamline operations and drive growth:
• Analyze complex data sets from key industry stakeholders to build out Vertex’s data repository.
• Take on new challenges as they arise, demonstrating critical thinking and growth mindset in a dynamic startup environment.
• Manage project plans in Monday.com; keep the team apprised of efforts across partners and ensure deadlines are met.
• Contribute to team culture and effort by supporting other key initiatives as needed.

This role allows one to:

• Flex advanced data and analytical skills to develop and build out company-wide operations excellence and directly drive topline and margin expansion.
• Own major aspects of Vertex’s sales, procurement and pricing strategies.
• Take on a strategic role in a rapidly growing Company
• Work with a collaborative, entrepreneurial, and results oriented senior leadership team.
• Build a relationship with a dynamic and engaged private equity firm.

Who you are:

• You have worked as a data analyst or in consulting, private equity or investment banking analyst for 2+ years
• You could be described as an “Excel super-user” with advanced modelling capabilities and the critical thinking skills to match
• You are proficient in SQL and confident in your querying and database management ability
• You are familiar with basic accounting concepts such as “GL codes” and proficient in a P&L structure
• You are adept at combining data analysis ability with basic accounting acumen to thoughtfully analyze pricing strategies
• You have an aesthetic eye towards building consumer-facing, professional work product
• You are comfortable with project-based work and have exceptional time management, organization, and prioritization skills
• You have an entrepreneurial spirit and desire to build a function from the ground up
• You are capable of and eager to drive accountability without direct authority
• You are excited by having a direct impact on top-line and bottom-line growth

Personal Characteristics:

• Data-driven decision-maker – Skilled at working with data and finding meaning and action in numbers.
• Flexible & Adaptable – Willing to take on new projects and challenges to support the evolving needs of a high growth company.
• Get it done attitude – Willing to problem-solve on the fly and complete time sensitive work done to drive the business forward
• Service-Oriented - Builds strong relationships with peers across the corporate executive team and in our operating companies.
• Culture-carrier, prioritizing the success of the company and a deep will to win. You are a humble servant leader who treats every stakeholder with honesty and respect. You approach situations with a positive mindset and seek to create a fun, collaborative, and high-performance culture where you support your teammates
• Resourceful – Figures out how to drive action and achieve results creatively with finite resources
• Critical thinker and learner – Picks things up quickly, and asks “why” as opposed to taking “yes” for an answer
• Unyielding integrity and ethical standards
• Self-aware, accepting of feedback, open, team player and respectful of others