Qureos Mentor

Legacy Service Partners

<div>About the Role

The Treasury Associate supports the day-to-day operations of the treasury function, assisting with cash management, forecasting, and reporting across a fast-growing, multi-partner platform. You will work closely with the Treasury Manager and broader finance team to ensure accurate, timely execution of treasury processes and contribute to the financial decisions that keep the business running.

Who You Are

You are a clear communicator who puts employees and partners first, a creative problem-solver who doesn't let things linger, and someone who moves fast without cutting corners. Above all, you hold yourself to a higher standard. In your work, your judgment, and how you treat people.

Key Responsibilities
<ul>
<li>Cash Management: Support cash concentration, wire &amp; ACH preparation, account funding, and daily bank entries including receipts and disbursements.</li>
<li>Banking &amp; Credit Card Administration: Support daily requests, monitoring a shared inbox facilitating bank &amp; credit card requests from all partner companies.</li>
<li>Payment Reconciliations: Assist with daily balancing, bank reconciliations, and reconciliation of AP transactions to the bank and general ledger.</li>
<li>Cash Flow Forecasting: Forecast, monitor, and track cash flow on a daily, weekly, monthly, and quarterly basis.</li>
<li>Reporting: Generate weekly KPI reports, validate cash &amp; budgeting outputs, and support the merge of financial data into monthly consolidated financials.</li>
<li>AP Enablement: Support the Accounts Payable team through vendor outreach, statement reconciliation, payment batching through Bill.com. Champion the shared AP inbox to facilitate prompt &amp; accurate responses to all inquires.</li>
<li>Policies &amp; Controls: Participate in the development of treasury accounting policies, procedures, and internal control requirements to ensure compliance.</li>
<li>Period-End Close: Provide operational support to the AR and FP&amp;A teams as needed, throughout monthly, quarterly, and year-end reporting activities.</li>
</ul>
Qualifications
<ul>
<li>Bachelor's degree in Accounting, Finance, or related field</li>
<li>1+ years of experience in accounting, finance, cash management, or treasury</li>
<li>Strong Microsoft Excel skills and proficiency in financial systems</li>
<li>Ability to thrive in a fast-paced, entrepreneurial environment</li>
<li>Strong communicator and able to translate financial information clearly for non-finance audiences</li>
<li>Highly organized, analytical, and proactive with a strong ownership mentality.</li>
<li>Process oriented with simple accurate results top of mind.</li>
<li>Full cycle accounting experience with strong knowledge of GAAP</li>
<li>Experience with Sage Intacct, Bill.com, or ServiceTitan preferred</li>
</ul>
What Onboarding Looks Like

In your first 30 days, you will learn our systems, banking structure, and daily cash management processes while building relationships with your finance team counterparts. By day 60, you will be executing daily treasury operations independently and contributing to weekly reporting with minimal oversight. By day 90, you are a reliable, fully productive member of the treasury team, owning your responsibilities with accuracy and flagging issues before they escalate.

The 5 Big Things &mdash; What Success Looks Like
<div>
<ul><li>Daily operations run without errors: Success means cash entries, wire processing, and reconciliations are completed accurately and on time every day. No backlogs, no surprises.</li></ul>
<ul><li>Reporting is clean and on schedule: Success is weekly KPI reports and period-end financial outputs that are complete, accurate, and delivered when the team needs them.</li></ul>
<ul><li>Cash flow visibility is reliable: Success means forecasts are updated consistently and reflect reality. The treasury team always has a clear picture of where cash stands.</li></ul>
<ul><li>You support the team, not just your task list: Success means AP, AR, and FP&amp;A teams can count on you when they need treasury support. You understand how your work connects to theirs and act accordingly.</li></ul>
<ul><li>You grow fast: Success is a Treasury Associate who is visibly more capable at 90 days than at 30. Taking on more complexity, asking better questions, and building toward the next level.</li></ul>
</div>
About Legacy Service Partners

Legacy Service Partners (LSP) is a national leader in residential HVAC, plumbing, and electrical services. Since 2021, we've partnered with over 30 local brands across 16 states and we're growing fast. We exist to serve our partners and fuel their success: providing the resources, infrastructure, and expertise that help local brands better serve their employees, customers, and communities.

We operate at the speed of a startup with the backing of an institutional investor. Our culture is built on three values we live every day: We Win Together, Today Not Tomorrow, Performance Not Politics. That means performance pay tied directly to results, real benefits you'll actually use including fully employer-paid medical, dental, and vision options, a 401(k) with company match, and continuous investment in your growth through training and education stipends.

If you want to do meaningful work at scale, you&rsquo;ve found the right place.
Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</div>

Treasury Associate

<div>About the Role

The Regional Marketing Coordinator supports the planning and execution of local brand activities and customer experience up to three locations (depending on Regional assignment). You will work beneath Regional Marketing Managers to deliver campaign coordination, content development, local insights, administrative support and local event coordinator. You will play an important role in keeping the marketing function organized, on schedule, and producing quality work across partner companies. 

Key Responsibilities
<ul>
<li>Campaign Support: Assist the Regional Marketing Manager in development, execution, and monitoring of marketing campaigns across digital and traditional channels for assigned partner companies.</li>
<li>Call Board Reporting: Report up to the Regional Marketing Manager when call board and appointments looks weaker than predicted and support in producing new campaigns (SMS, Email, SEM) to create new opportunities. Vice versa, report when the call board is overbooked so that spend on certain trades can be pulled back to balance demand if needed.</li>
<li>Content Development: Develop, write, and edit marketing content for social media, email, and web channels. Independently produce marketing materials including flyers, social media assets, advertisements, and promotional content. Coordinate with the Lifecycle team specifically for monthly email campaigns, while maintaining the ability to create and execute email campaigns independently when needed.</li>
<li>Digital Presence Management: Maintain and review the brands digital presence across website, Google platforms, and other sites to ensure fresh and accurate content and functioning lead sources across all platforms.
</li><li>Reputation Management: Monitor and maintain the review platform to ensure reviews are flowing properly, all reviews received a response, and all 1-2 reviews are negotiated for removal</li>
<li>Social Media Management: Assist in managing partner social media accounts including content creation, scheduling, and engagement monitoring. Stay current on platform trends and provide recommendations.</li>
<li>Project and Event Execution: Assist in the planning and execution of marketing projects, events, trade shows, and promotional activities. Coordinate logistics and manage vendor relationships to ensure smooth delivery.</li>
<li>Administrative Support: Provide administrative support to the marketing team including scheduling, file management, Google administrative tasks such as verification.</li></ul> 


Qualifications
<ul>
<li>Associates degree in Marketing, Business, Communications, or a related field</li>
<li>1+ year of experience in marketing, advertising, or a related role</li>
<li>Experience with digital marketing tools and platforms including Google Analytics and social media management tools</li>
<li>Strong written and verbal communication skills</li>
<li>Proficiency in Microsoft Office Suite; familiarity with graphic design tools such as Canva or Adobe Creative Suite a plus</li>
<li>Experience with AI tools such as Claude Cowork, Gemini, etc.</li>
<li>Excellent organizational and time management skills with the ability to manage multiple projects simultaneously</li>
<li>Creative thinker with a proactive, ownership-oriented approach to work</li></ul> 


Who You Are

You are a clear communicator who puts the companies you support first, a creative problem-solver who doesn't let things linger, and someone who moves fast without cutting corners. Above all, you hold yourself to a high standard; in your work, your judgment, and how you treat people. 


What Onboarding Looks Like

In your first 30 days, you will learn the local business, get up to speed on active campaigns and marketing tools, and begin supporting Regional Marketing Managers with day-to-day coordination and content tasks. By day 60, you will be managing your assigned projects and deliverables independently and contributing to campaign reporting with minimal oversight. By day 90, you are a reliable, go-to resource for the marketing team. Organized, proactive, and producing quality work that helps RMMs and GMs spend more time on strategy and less time on execution details. 


The 5 Big Things &mdash; What Success Looks Like
<ul>
<li>Review Capacity and Lead Flow to Ensure Proper Volume: Success means you are reviewing capacity daily, coordinating with GM and RMM to understand job needs, and driving in the right channels to fill gaps before they become missed revenue opportunities.</li>
<li>Lead quality and conversion rates stay on track: Success means you are actively monitoring conversion performance, flagging below-trend results early, and taking action to address the root cause before it shows up in the weekly numbers.</li>
<li>Local reputation and community engagement are actively managed: Success means reviews are monitored consistently, responses go out promptly and professionally, and organic social content is being published on a regular cadence that reflects the brand well. Success means leave-behinds are prepared and deployed, community events are identified and attended, and boots-on-the-ground tactics are executed regularly to build brand awareness and generate leads at the local level.</li>
<li>Local campaigns and events execute without friction: Success means lifecycle and event marketing activities are planned ahead, coordinated with the central team, and executed on time with no last-minute scrambles or missed deliverables.</li>
<li>You are a valued contributor to strategy conversations: Success is an RMM and agency team that actively includes you in strategy discussions because of your local knowledge, execution track record, and attention to detail.</li></ul> 


About Legacy Service Partners

Legacy Service Partners (LSP) is a national leader in residential HVAC, plumbing, and electrical services. Since 2021, we've partnered with over 30 local brands across 16 states and we're growing fast. We exist to serve our partners and fuel their success: providing the resources, infrastructure, and expertise that help local brands better serve their employees, customers, and communities.

We operate at the speed of a startup with the backing of an institutional investor. Our culture is built on three values we live every day: We Win Together, Today Not Tomorrow, Performance Not Politics. That means performance pay tied directly to results, real benefits you'll actually use including fully employer-paid medical, dental, and vision options, a 401(k) with company match, and continuous investment in your growth through training and education stipends.
Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</div>

Regional Marketing Coordinator

Join Legacy Service Partners and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Legacy Service Partners

About Company

Treasury Associate

Regional Marketing Coordinator