Apex Service Partners

Product Manager

• Serve as the primary point of contact for functional stakeholders to intake, prioritize, and manage the BI product lifecycle.
• Lead discovery with business stakeholders by asking the right questions, managing scope, and translating reporting needs into clear data and dashboard requirements.
• Partner with the data team on semantic model development, providing well-structured requirements and validating that models support the analytical needs of the business.
• Lead a team of BI developers, including offshore resources, as a player/coach — setting direction and developing the team while staying close enough to the work to maintain credibility.
• Manage multiple concurrent BI projects without losing momentum by maintaining clear priorities, clean communication, and consistent follow-through.
• Own QA end-to-end; nothing ships until accuracy and usability have been verified.
• Drive self-service analytics adoption by giving stakeholders the tools and training to answer their own questions.
• Contribute to the long-term BI roadmap as the function and the business continue to scale.

Senior Product Manager – Data & Analytics

Paralegal

• Manage the general liability process in partnership with General Managers
• Assist with the intake, documentation, and coordination of claims, including general liability, auto, and employment-related matters
• Serve as a liaison with insurance carriers, adjusters, legal counsel, and internal stakeholders to ensure timely and accurate claim resolution
• Maintain complete and well-organized records of all claims and related correspondence
• Track, monitor, and manage renewal schedules for occupational, contractor, and state licenses
• Ensure licenses remain current and compliant with all applicable local, state, and federal regulations
• Prepare and review legal documents, correspondence, and reports related to claims and licensing
• Support the HR Director with subpoenas, EEOC inquiries, and other employment-related legal matters
• Generate routine and ad hoc reports related to claim status, trends, and compliance metrics
• Provide guidance and support to internal teams on claims procedures and licensing requirements as needed

Licensing Specialist, Paralegal

Accounting Manager

• Execute an accurate and timely month-end close
• Preparation and review of journal entries
• Maintain accurate general ledger activity and ensure compliance with corporate accounting policies
• Review cash transactions, AP activity, and other recurring transactions
• Maintain, reconcile, and review balance sheet accounts
• Support cash management processes and ensure proper internal controls are followed
• Assist in preparing and reviewing opening balance sheet schedules for newly acquired entities
• Gather and validate acquisition-related financial data
• Maintain organized documentation to support audit review of opening balance sheet entries
• Maintain lease schedules and ensure completeness and accuracy of lease data
• Review monthly lease-related journal entries
• Identify opportunities to streamline accounting processes and improve efficiency

Financial Planning and Analysis

• Lead budgeting, forecasting, and financial planning processes across multiple business units
• Develop and maintain financial models to support strategic initiatives and investment decisions
• Analyze financial and operational performance, identifying trends and opportunities for improvement
• Partner with regional leadership to provide actionable insights and drive business outcomes
• Support M&A activity, including financial due diligence and integration planning
• Prepare monthly and quarterly reporting packages for senior leadership and private equity stakeholders
• Collaborate with accounting, operations, and other cross-functional teams to ensure data accuracy and alignment

Finance Manager

Human Resources

• Coordinate onboarding for new hires and newly acquired employees, including new-hire orientation and HR systems setup
• Execute employee offboarding and termination processes, including final pay coordination, benefits communication, and agency reporting
• Maintain accurate employee records within the HRIS (job titles, reporting relationships, FLSA status, Workers’ Comp codes)
• Serve as a primary contact for employee benefits questions
• Process benefit enrollments, life-event changes, and separations
• Support leaders with employee relations matters, performance conversations, and engagement initiatives
• Coordinate safety and compliance initiatives across the market
• Track required safety and compliance training completion
• Manage workers’ compensation claims, partnering with carriers and leaders to support return-to-work planning
• Support the implementation and execution of Employee Services SOPs
• Assist with audits and compliance reporting
• Partner with HR leadership on job structure, compensation, and pay scale updates

Human Resources Generalist

Procurement

• Building, developing, and maintaining strong relationships with business owners considering Apex as a partner for their business
• Crafting a compelling message to business owners on why they should partner with and sell their company to Apex
• Consistently building and maintaining a robust pipeline of proprietary acquisition opportunities across the country, with an emphasis on warm referrals, industry networks, and in-person relationship development (cold outreach represents 10% or less of activity)
• Qualifying and analyzing deals based on Apex’s investment criteria and operating model, and working with executive leadership and operational stakeholders to “win the deal”
• Meeting with a minimum of 20 new M&A targets in person each quarter across the country
• Attending at least one industry conference or trade event per quarter to deepen market knowledge, expand the Apex network, and surface new acquisition opportunities

Partnership Development Associate – Sourcing

Manager

• Supervision of all Plumbing activities.
• Hiring, Training and Leadership of Plumbing Team Members.
• A Champion of leading a dynamic Sales Culture with a Growth Mindset.
• Conducts individual and departmental Performance Reviews.
• Ability to hold others accountable to company policies and procedures.
• Handles all Customer related Requests, Concerns, etc.
• Able to Create, Establish and Maintain a Safe Work Environment

Plumbing Manager

Marketing

• Develop and maintain the customer experience platform in partnership with Medallia, including KPI frameworks and recurring reports that support decision-making.
• Ensure data accuracy, consistency, and integrity across systems and tools.
• Manage and integrate data from our CX platform, Customer Data Platform (CDP), analytics platforms, brand health research and external sources.
• Lead the onboarding of new businesses to cNPS platform.
• Facilitate training, knowledge sharing and address regional needs.
• Act as the trusted point of contact for 6 regions, responding to questions and helping to quickly resolve issues.
• Share best practices, toolkits, and playbooks to improve efficiency and consistency across markets.
• Identify challenges in local execution and recommend process improvements to regional leaders.
• Track and report on both local and national performance metrics, identifying trends, risks and opportunities.
• Partner with marketing data engineer to build tools that enable regional leaders to run local analysis with ease.
• Translate complex data into clear, compelling insights and actionable recommendations for local operators and marketing leads across the organization.
• Inform marketing strategy, segmentation, messaging, targeting, and optimization using data-driven insights.
• Support Partner Services Marketing team with ad-hoc data analysis capabilities such as A/B testing and attribution modeling.
• Collaborate with cross-functional teams to align data strategies with organizational goals.

Marketing Data and Insights Manager

• Manage assigned claims from intake through resolution
• Coordinate with carriers, TPAs, adjusters, brokers, counsel, and internal teams
• Support incident reporting, documentation, and loss investigations
• Review policies to identify coverage issues, deductibles, and SIRs
• Monitor claim activity, reserves, and timelines
• Maintain accurate and organized claim and legal files
• Assist with loss runs, renewals, audits, and claims reporting

Claims Manager

People Operations

• Lead centralized delivery of Payroll, Benefits Administration, Compensation & Total Rewards, HRIS/HR Technology, Labor & Employment Law, and M&A HR Integration
• Build and maintain scalable SOPs and playbooks that create “one way, every day” execution across 150+ locations
• Audit current-state HR workflows and identify what should be absorbed centrally vs. owned locally; execute the transition with minimal disruption
• Partner with Tech Services on a multi-year HR technology roadmap; evaluate vendors, consolidate platforms, and optimize the HR stack
• Own the HR integration playbook for acquired companies
• Lead multi-state labor law and compliance strategy; build proactive monitoring systems in partnership with Legal
• Build and develop a lean, high-performing Shared Services team with a genuine service culture
• Conduct a full audit of all Shared Services functions

VP, People Ops Shared Services

Recruitment

• Lead regional talent acquisition strategy across multiple service brands
• Partner with executive and operations leaders to forecast and execute hiring plans
• Drive high-volume technician hiring as well as leadership and exempt searches
• Build, coach, and support recruiting teams across the region
• Strengthen employer branding and pipeline development
• Leverage data and recruiting metrics to drive results
• Travel throughout the Atlantic South region to support brands

Regional Talent Acquisition Manager

• Provide administrative support to the Human Resources department for multiple locations/entities, including data entry, application support, filing, reporting, managing email inboxes, maintaining employee records, and answering basic HR related inquiries from employees via email and over the phone.
• Manage the hiring process for new employees by running background screenings and issuing drug screenings, tracking hiring compliance against anticipated start dates, completing all pre-hire screenings, and ensuring candidates complete all required compliance documents and processes.
• Communicate and coordinate start dates, equipment and system access setup, uniform issuance, and completion of new hire paperwork, across multiple companies/locations.
• Lead virtual orientation for regional new hire classes, ensuring a top-notch employee experience.
• Coordinate and lead Safety initiatives, pairing with site teams, regional teams, and TPA teams to maintain and secure location, fleet, and employee safety initiatives.
• Coordinate employee engagement initiatives to support retention efforts within the region, leading training, employee connections, 30/60/90-day feedback sessions and resolving basic employee complaints.
• Pair with Director to investigate, report on, and resolve legal, compliance and employee relations issues, as they arise.

Employee Services Generalist

QA Automation Engineer

• Design and build foundational internal systems that support centralized marketing operations across multiple business units
• Focus on backend infrastructure, not front‑end product work
• Architect and own scalable services that integrate with third‑party platforms, manage structured workflows, and enable reliable automation
• Act as the primary technical owner of this platform
• Help establish the foundation of our internal engineering capability as it grows

Marketing Automation Engineer

• Daily management of high-volume service department, HVAC service technicians and staff.
• Evaluate workload and schedule of service work in a way that best utilizes service technicians.
• Hire, lead, and train a team of techs on technical and sales knowledge.
• Knowledgeable on how to teach sales and new techniques.
• Provide excellent customer service; be able to communicate with customers, office staff, sales department, and field help.
• Report on team performance.
• Properly and efficiently document all calls/jobs to the company's requirements.
• Stay up to date on current technologies and new products in the field.

HVAC Service Manager

Accountant

• Prepare and analyze monthly financial statements in accordance with U.S. GAAP
• Support/Perform general ledger activities including journal entries, account reconciliations, and month-end close procedures
• Execute balance sheet reconciliations and investigate variances or discrepancies
• Support internal controls and audit readiness, including SOX-related documentation and testing
• Assist with accounts payable and accounts receivable processes to ensure accurate and timely processing
• Prepare financial reports and schedules for leadership, auditors, and internal stakeholders
• Support regulatory reporting requirements, including coordination of tax-related schedules (in partnership with tax teams)
• Utilize ERP and accounting systems (Sage Intacct or similar) to maintain data accuracy and process efficiency
• Collaborate cross-functionally with FP&A, Operations, AP/AR, and regional leadership
• Identify opportunities for process improvement and assist in implementing scalable accounting procedures
• Provide guidance and mentorship to junior accounting staff as needed