About Us Vertex Service Partners is a home improvement services company focused on residential roofing and other exterior services across the United States. 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 Manager, 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 conversi