Strategic Finance Associate, Contact Center/Marketing

About the role

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.

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
• 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

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