About Heritage Holding
Heritage Holding is a Boston-based private investment firm focused on acquiring and operating lower middle market businesses generating $2–10 million of EBITDA. Since 2015, Heritage has completed more than 50 acquisitions across 10+ platforms in B2B services, including telecom, IT and cybersecurity, healthcare services, and skilled trades.
We’re not just investors—we’re operators. Our team includes entrepreneurs, former CEOs, and investors passionate about building and running small businesses.
Role Overview
We are looking for a part-time fall semester intern (10-20 hrs per week) to support outbound outreach for our engineering platform. This person will help identify prospective customers, conduct cold calls, qualify leads, update outreach trackers, and support follow-up efforts with contractors, developers, property owners, municipalities, and other potential customers.
This is a hands-on role for someone who is comfortable picking up the phone, learning quickly, staying organized, and representing Heritage professionally. It is a strong fit for a student interested in sales, business development, private equity, entrepreneurship, construction, infrastructure, or engineering services.
Key Responsibilities
Outbound Outreach
Conduct outbound outreach to business owners and executives from target lists developed by the HH team.
Introduce HH, explain our investment approach, and assess owner interest in a potential conversation.
Qualify leads based on predefined criteria and schedule follow-up conversations when appropriate.
Maintain ongoing communication with prospects.
Pipeline Management
Record outreach activity, conversation notes, and next steps within HubSpot CRM.
Maintain organized records of outreach activity and prospect status.
Track outreach metrics including calls made, conversations held, and meetings scheduled.
What You’ll Learn
How to conduct B2B outbound sales and prospecting
How a growing services platform identifies and qualifies new business opportunities
How to communicate with small business owners
Ideal Candidate Profile
The ideal candidate is a self-starter who is not afraid of rejection, enjoys talking to people, and can bring structure to a high-volume outreach effort. They should be coachable, reliable, and eager to learn how business development works inside a growing engineering services platform.