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Strategic Finance Associate, Contact Center/Marketing

Charlotte, NC 28211

About Us

Vertex Service Partners is a home improvement services company focused on residential roofing and other exterior services across the United States. Backed by Alpine Investors, a top-decile private equity fund with $4.0 billion of committed capital, Vertex is building a best-in-class national platform. Our company is built on our core values—servant leadership, unwavering character, a growth mindset, persistence, empowerment, pace, and fun—and guided by three pillars: being the Employer of Choice, Partner of Choice, and Contractor of Choice. We offer transformative support in operations, marketing, training, talent, finance, and technology, all while preserving the autonomy of local brands.

Position Summary

The Strategic Finance Associate, Contact Center/Marketing owns the integrity, visibility, and financial accountability of marketing performance across the full funnel - from spend to revenue. This role ensures marketing operates as a data-driven, financially disciplined function, enabling leadership to clearly understand performance, efficiency, and return on investment. The position plays a critical role in aligning marketing, sales, contact center, and finance through accurate data, forecasting, and actionable insights.

Key Responsibilities

  • Own data accuracy and system integrity across marketing and financial tracking platforms (ServiceTitan, Five9, Sigma, and external spend tracking tools)
  • Establish and maintain a single source of truth for marketing performance across brands, regions, channels, and vendors
  • Identify trends, reporting inconsistencies, and opportunities in call center, lead volume, and operational analytics
  • Ensure all marketing spend is accurately captured, reconciled, and tied to revenue outcomes in partnership with Finance/Accounting
  • Develop and maintain channel performance scorecards, identifying trends, gaps, and areas of underperformance
  • Provide full-funnel visibility, highlighting breakdowns in conversion, demand generation, and capacity constraints
  • Organize and synthesize large volumes of data into concise, digestible insights for executive and cross-functional audiences
  • Deliver clear, actionable reporting and insights to the CMO and cross-functional leadership
  • Support marketing forecasting, budgeting, and scenario modeling including spend allocation and conversion
  • Facilitate coordination across Marketing, Contact Center, Sales, and Finance to ensure aligned performance and decision-making

Key Outcomes

  • Trusted, accurate, and validated marketing and call center data across all systems
  • Clear linkage between marketing spend and revenue outcomes with minimal attribution gaps
  • Clear visibility into funnel performance, lead flow quality, and vendor attribution
  • Early identification of operational breakdowns and conversion inefficiencies
  • Transparent and measurable channel performance across all marketing investments
  • Alignment between demand generation and operational capacity
  • Stronger vendor accountability and performance transparency
  • Enhanced confidence in reporting accuracy and marketing investment decisions

Qualifications & Characteristics

Required:

  • Strong analytical mindset with the ability to identify trends, anomalies, and root causes within complex datasets
  • Exceptional attention to detail and commitment to data accuracy and integrity
  • Advanced Excel and data manipulation skills; ability to translate insights across functions
  • Strong communication skills, especially with departmental leaders
  • High curiosity and problem-solving skills to understand root causes
  • Ability to manage multiple priorities in a fast-paced environment

Preferred:

  • Background in marketing analytics, finance, or revenue operations or call center analytics
  • Experience with CRM/Contact Center tools like ServiceTitan, Five9
  • Experience with BI tools such as Sigma and Snowflake, or similar platforms
  • Familiarity with forecasting, budgeting, and performance modeling
  • Experience auditing lead flows, attribution models, or funnel conversion processes
  • Familiarity with AI tools and a willingness to leverage technology to improve workflows and reporting

 

Compensation & Benefits Disclosure

Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The “Estimate of Total Expected Annual Earnings” listed reflects our good-faith estimate of what we reasonably expect to pay for this role, based on factors such as experience, skills, candidate geographic location, state the job is located in, historical trends, and business needs. Actual earnings may vary.

Where required by law, we also provide a general description of benefits and other forms of compensation offered, which may include health insurance, retirement plans, paid time off, and other employee programs.

Estimate of total expected annual earnings:

$130,000 - $150,000 USD

Benefits:

Full-time employees are eligible to participate in the following benefits:

  • Health, Dental, and Vision Insurance
  • 401(k) with company match
  • Company sponsored Life and AD&D coverage
  • Paid Time Off
  • Opportunities for growth and on-the-job training

Why Join Us?

  • Build Something Big – Shape processes for a rapidly growing organization.
  • Growth-Oriented Culture – Work in a dynamic, people-first environment.
  • Make an Impact Across Regions – Partner with business leaders to drive meaningful change.

Apply Today!

Vertex Service Partners is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, military service, or any other protected class. If you need a reasonable accommodation due to a disability, please contact Human Resources with your request and contact information. Applicant Privacy Policy 

 

 

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