Apex Service Partners

Accountant

• Prepare and post monthly centralized entries relating to the 6 regional teams as part of month end close
• Master the use and roll-out of FloQast - ensure an accurate and timely month-end and year-end close process
• Support the Regional Accounting Teams as deemed necessary
• Identify opportunities for efficiencies and implement streamlined procedures where possible
• Contribute to team culture

Senior Accountant

Manager

• Train under an experienced General Manager while learning and executing Apex’s operating playbook
• Take ownership of a department and lead day-to-day operations
• Develop and execute strategies to drive key performance metrics across operations, people, and financial performance
• Deliver a “gold standard” of service through coaching, training, accountability, and data-driven decision-making
• Build a high-performance culture where technicians feel supported, respected, and set up for long-term success
• Lead hiring efforts and create upward mobility through skill development and clear career pathing
• Manage financial activities including budgeting and forecasting, with full accountability for P&L performance
• Serve as a visible, hands-on leader with daily in-person presence

General Manager – Training

Account Executive

• Follow up on unsold estimates for Michigan customers through timely, phone‑first outreach to re‑engage customers and revive stalled opportunities
• Re‑engage customers with confidence, address objections, and present clear repair or replacement options
• Convert approved estimates in ServiceTitan, book jobs, collect deposits when required, and ensure all customer interactions are accurately documented
• Coordinate seamless handoffs with field teams while adhering to standardized Inside Sales processes and operating principles
• Meet or exceed revenue goals, outreach activity expectations, and Inside Sales performance metrics through consistent, high‑quality follow‑up
• Act with integrity by providing honest guidance, respectful communication, and decisions that build trust and long‑term customer relationships

Inside Sales Representative

Accounts Payable

• Procesar facturas
• Realizar entradas de datos precisas
• Mantener una comunicación efectiva con los proveedores para asegurar pagos a tiempo

AP Specialist

• Lead day‑to‑day operations for the residential plumbing department, including field technicians and support staff
• Partner closely with the General Manager to achieve revenue, margin, and operational performance goals
• Collaborate with Dispatch to optimize scheduling, route efficiency, capacity planning, and daily productivity
• Ensure all plumbing work meets company quality standards, safety requirements, and brand expectations
• Coach, mentor, and develop plumbing technicians through regular performance feedback and training
• Support recruiting, onboarding, and retention of top residential plumbing talent
• Handle escalated customer issues with professionalism, urgency, and a solutions‑focused mindset
• Maintain a strong safety culture, ensuring compliance with OSHA standards and company policies
• Continuously improve processes, workflows, and customer experience across the plumbing operation

Plumbing Manager

Procurement

• Build and maintain strong vendor relationships within the market area
• Conduct cost reviews, supplier audits, and counter visit audits
• Implement regional and national procurement initiatives with local market teams
• Represent the market area in procurement discussions and negotiations
• Support procurement activities during M&A transitions
• Drive process adherence and supplier performance improvements

Procurement Specialist

Marketing

• Monitor, analyze, and report on marketing performance metrics across all channels.
• Deliver actionable insights to improve ROI and inform future strategies.
• Continuously evaluate campaign effectiveness and optimize tactics to maximize lead generation and conversion rates.
• Optimize paid search, SEO, LSA, and other digital channels to ensure strong performance and local market visibility.
• Optimize marketing spend with a focus on cost efficiency, performance outcomes, and measurable impact.
• Leverage data to assess market trends, competitive activity, and customer behavior to refine growth strategies.
• Partner closely with General Managers and Regional Managers to align marketing initiatives with local market needs and business objectives.
• Support the development of data-driven marketing strategies that integrate digital and traditional channels to achieve regional growth goals.
• Prepare clear, concise performance updates for senior leadership, highlighting wins, challenges, and opportunities for optimization.
• Demonstrate strong initiative, accountability, and problem-solving skills, with a proactive approach to identifying growth opportunities and meeting deadlines.

Marketing Manager

Performance Marketing

• Plan, launch, and optimize paid advertising campaigns across platforms such as Google Ads, Bing Ads, and Display Networks to achieve defined performance goals.
• Manage bid strategies, budget allocation, and ad placements to maximize return on investment (ROI).
• Monitor and analyze key performance metrics. Deliver actionable insights and recommendations to improve results and align campaigns with broader business objectives.
• Collaborate with our CRM team to accurately track campaign-driven revenue and profitability.
• Work with analytics partners to ensure proper setup and functioning of advertising pixels and conversion tracking tools.
• Build and optimize landing pages using Unbounce to support campaign goals and enhance user experience.
• Foster a collaborative environment that supports knowledge sharing and encourages the professional development of team members.
• Collaborate with SEO, creative, and technical teams to ensure cohesive and effective execution of campaign strategies.
• Stay current on industry trends, platform updates, and digital advertising best practices to drive ongoing performance improvements.
• Engage in professional development opportunities and contribute learnings to the team to support collective growth.

Paid Search Analyst

• Create and implement uniform, multi-state safety policies and standard operating procedures (SOPs) for HVAC, plumbing, and electrical trades.
• Ensure total compliance with federal and state OSHA regulations, DOT requirements for the service fleet, and local trade-specific codes.
• Work with Claims department on root cause analysis (RCA) for all major accidents and "near misses," implementing corrective actions.

Safety Manager

• Lead and manage month‑end close activities across ~30 operating brands.
• Oversee complex reconciliations including intercompany, acquisition activity, and accruals.
• Own confidential/complex areas of the close, such as payroll posting and employee‑related reconciliations.
• Resolve escalated accounting issues from local brands.
• Prepare and review complex journal entries and balance sheet reconciliations.
• Support audit readiness and help elevate GL structure and processes for a Big 4 level audit.
• Assist in accounting integration for newly acquired entities, including purchase accounting.
• Partner cross‑functionally with FP&A, AP, AR, Treasury, and Operations.
• Participate in special projects and continuous improvement initiatives.

• Support full-cycle accounting, including balance sheet reconciliations and financial statement preparation.
• Reconcile bank accounts daily and monthly to ensure accuracy.
• Prepare and post journal entries for accruals, prepaids, and deferred revenue.
• Import daily revenue into the accounting system (Sage Intacct).
• Support annual audit and review processes by preparing required documentation and schedules.
• Assist in preparing year-end tax schedules.
• Respond professionally to internal and external accounting inquiries.
• Participate in cross-functional initiatives and special projects to improve processes.
• Perform other duties as assigned to support the team and department goals.

Administration

• Serve as primary owner of the Microsoft 365 tenant across Entra ID, Intune, Defender, Exchange, SharePoint, and Teams.
• Design and implement scalable architecture aligned to Microsoft best practices.
• Establish governance standards, configuration baselines, and technical documentation.
• Develop and execute a roadmap that supports rapid growth and acquisition integration.
• Architect and manage identity services for approximately 12,000 users, including Conditional Access, MFA, RBAC, and lifecycle governance.
• Own Intune management for approximately 6,000 endpoints, including compliance policies, patching, device configuration, and automation.
• Lead Microsoft Defender configuration and optimization in partnership with the MSSP.
• Improve overall security posture through Zero Trust principles, access controls, and continuous hardening.
• Administer and govern Exchange Online, SharePoint Online, and Teams.
• Establish standards for external sharing, retention, data protection, and collaboration governance.
• Improve stability, performance, and user experience across communication platforms.
• Operate within an ITIL-based change management framework and maintain audit-ready documentation.
• Provide technical leadership and mentorship to a small internal team.
• Serve as senior escalation point for Microsoft 365 engineering issues.
• Direct and manage MSP and MSSP partners to ensure alignment with security, service, and performance expectations.
• Drive operational maturity within a fast-growing and evolving IT control environment.

Senior Microsoft 365 Administrator

Graphics Designer

• Create engaging graphic designs.
• Develop illustrations, sketches, and storyboards to visually communicate ideas.
• Design page layouts and build templates for consistent branding and ease of use.
• Participate in photography and light copywriting tasks as necessary.
• Represent the Creative Team during meetings, project briefings.
• Collaborate with cross-functional teams, including Communications, PR, Operations, Digital, and CRM.
• Explain and rationalize design choices and concepts clearly and confidently.
• Manage multiple projects with varying deadlines and priorities.
• Ensure adherence to technical specifications for print and web.
• Maintain an understanding of color theory and its application in design and marketing.

Graphic Designer

• Train under an experienced General Manager and learn Apex’s operating playbook
• Take ownership of a department and lead day-to-day operations
• Develop and execute strategies to drive key performance metrics
• Deliver a “gold standard” of service through coaching, training, accountability and data-driven decision-making
• Build a high-performance culture that fosters engagement, retention, and team development
• Lead efforts to grow the team and create upward mobility through skill development and career pathing
• Manage financial activities including budgeting and forecasting, with full accountability for P&L performance
• Serve as a visible, hands-on leader, with daily in-person presence required

• Manage daily benefit operations including enrollments, life-events, terminations, and COBRA.
• Oversee self-billing, carrier invoicing, and reconciliation for all benefit plans.
• Serve as the subject matter expert for benefit escalations, policy questions, and vendor coordination.
• Lead Open Enrollment planning, communications, testing, and execution.
• Support benefit transitions for acquired companies, including timelines, employee guidance, and system updates.
• Conduct regular audits to ensure data accuracy across HRIS, carrier files, and payroll.
• Maintain compliance with ACA, ERISA, HIPAA, and internal policies.
• Enhance processes to improve efficiency, reporting accuracy, and employee satisfaction.

Senior Accountant

General Manager – Training

Inside Sales Representative

AP Specialist

Plumbing Manager

Procurement Specialist

Marketing Manager

Paid Search Analyst

Safety Manager

Senior Accountant

Accountant

Senior Microsoft 365 Administrator

Graphic Designer

General Manager – Training

Benefits Manager