Operational Consultant - MEP Industry (Remote w/ Travel)
Teamshares
Remote
Serve as an on-the-ground operational resource at portfolio companies, working alongside presidents in a co-management or support capacity depending on what the situation requires
Lead or support company transitions — new acquisitions, president-to-president handoffs, and operational resets — with heavy in-person presence during active engagement periods
Build trust and working relationships with company presidents and their teams; your credibility will be earned through execution, not title
Identify operational gaps and implement improvements in areas such as dispatching, pricing, technician productivity, job costing, and customer workflow
Support monthly business review data collection and synthesis across portfolio companies, building infrastructure that reduces manual overhead over time
Assist in building out operating playbooks, benchmarks, and standardized processes that can be applied across the MEP portfolio
Contribute to new acquisition onboarding as the portfolio grows — helping new companies understand Teamshares systems, tools, and expectations
Bubble up operational insights and performance signals to the Industry Lead; your on-the-ground visibility is an asset the IL doesn’t have from the portfolio level
Become the Teamshares-level expert on ServiceTitan, with working knowledge across configuration, workflows, reporting, and best practices for field service operations in the trades
Project-manage ServiceTitan implementations at net-new portfolio companies in partnership with company presidents and, where applicable, external consultants
Lead standardization and optimization audits at existing ST companies, surfacing platform utilization gaps and driving adoption of underused functionality
Serve as the primary internal resource for presidents and their teams navigating the platform day-to-day — reducing reliance on external consultants for routine questions and optimization work
Requirements:
2+ years of operating & project leadership experience inside a trades-based business, home services company, or enterprise-level general contracting firms
Demonstrated ability to earn the trust of operators and field-based teams — you understand how trades businesses work and can have credible conversations with people who’ve been doing this for decades
Executional bias: you move fast, follow through, and don’t wait to be told what to do once a direction is set
Strong project management skills — you can manage multiple workstreams across multiple companies without losing track of what matters
Comfort with ambiguity and willingness to operate without a well-defined playbook; this portfolio is still building its operating model
Willingness to travel 50%+ of the time, including extended on-site periods during active company engagements
Analytical enough to read a P&L, identify the signal in operating data, and know when something is wrong before it becomes a crisis — even if financial modeling is not your primary skil
Preferred Skillset:
Hands-on experience with ServiceTitan or comparable field service management platforms (e.g., Jobber, FieldEdge, Service Fusion); willingness to become a deep platform expert is non-negotiable regardless of prior experience
Experience working within a private equity-backed or roll-up trades environment — as a regional manager, operations lead, GM, or similar role — where standardization, data visibility, and multi-site coordination were part of the job
Familiarity with the economics of field service businesses: technician productivity, dispatch efficiency, service agreement revenue, job costing, and margin by service type