About Heritage Holding
Heritage Holding is a Boston-based private investment firm focused on acquiring and operating lower middle market businesses generating $2-10 million of EBITDA. Since 2015, Heritage has completed more than 50 acquisitions across 10+ platforms in B2B services, including telecom, IT and cybersecurity, healthcare services, and skilled trades.
We're not just investors-we're operators. Our team includes entrepreneurs, former CEOs, and investors passionate about building and running small businesses.
Role Overview
We are looking for a part-time fall semester intern (10-20 hrs per week) to support outbound outreach for our engineering platform. This person will help identify prospective customers, conduct cold calls, qualify leads, update outreach trackers, and support follow-up efforts with contractors, developers, property owners, municipalities, and other potential customers.
This is a hands-on role for someone who is comfortable picking up the phone, learning quickly, staying organized, and representing Heritage professionally. It is a strong fit for a student interested in sales, business development, private equity, entrepreneurship, construction, infrastructure, or engineering services.
Key Responsibilities
Outbound Outreach
- Conduct outbound outreach to business owners and executives from target lists developed by the HH team.
- Introduce HH, explain our investment approach, and assess owner interest in a potential conversation.
- Qualify leads based on predefined criteria and schedule follow-up conversations when appropriate.
- Maintain ongoing communication with prospects.
Pipeline Management
- Record outreach activity, conversation notes, and next steps within HubSpot CRM.
- Maintain organized records of outreach activity and prospect status.
- Track outreach metrics including calls made, conversations held, and meetings scheduled.
What You'll Learn
- How to conduct B2B outbound sales and prospecting
- How a growing services platform identifies and qualifies new business opportunities
- How to communicate with small business owners
Ideal Candidate Profile
The ideal candidate is a self-starter who is not afraid of rejection, enjoys talking to people, and can bring structure to a high-volume outreach effort. They should be coachable, reliable, and eager to learn how business development works inside a growing engineering services platform.