Data Platform & Technology Engineer
Benefits:
401(k) matching
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
The Data Platform & Technology Engineer is responsible for designing, implementing, maintaining, and optimizing the company's data infrastructure, business application ecosystem, integrations, reporting environment, and technology stack. This role serves as the bridge between operations, finance, sales, marketing, and executive leadership by ensuring accurate, accessible, and actionable business data across all platforms.
The position supports acquisitions and system migrations, develops enterprise reporting solutions, manages data integrations between business applications, and drives automation initiatives that improve operational efficiency and decision-making.
This role combines responsibilities traditionally associated with a Data Engineer, ERP Systems Administrator, Business Systems Analyst, and Integration Engineer.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
Business Intelligence & Dashboard Management
Own and administer the Embark dashboard environment.
Design, develop, and maintain executive, operational, financial, sales, marketing, and workforce dashboards.
Develop KPI scorecards for executives, regional leaders, and General Managers.
Create automated reporting solutions reducing manual reporting requirements.
Ensure data accuracy, consistency, and integrity across all dashboards.
Develop standardized reporting packages for board meetings and executive reviews.
Monitor dashboard performance and user adoption.
Systems Integration
Design and maintain API integrations.
Connect business applications across the enterprise.
Develop automated data transfers.
Eliminate manual data entry processes.
Build middleware solutions.
Monitor integration performance.
Resolve data synchronization issues.
Document all integrations and workflows.
Data Engineering & Integration
Design and maintain data pipelines connecting:
ServiceTitan
QuickBooks Online
Paylocity
Scorpion
Embark Dashboard
CRM and ERP platforms
Additional acquisition systems
Develop ETL/ELT processes to consolidate data from multiple operating companies.
Create and maintain data warehouses and reporting datasets.
Automate data collection, cleansing, validation, and transformation processes.
Build scalable integration frameworks for future acquisitions.
Acquisition & Integration Support
Lead technology integration efforts for newly acquired companies.
Assess acquired company software environments.
Migrate data into company-standard platforms.
Standardize reporting structures and KPI measurement.
Support ERP and accounting system transitions.
Develop acquisition technology onboarding plans.
Ensure continuity of reporting during integration periods.
Process Improvement & Automation
Identify opportunities to automate manual business processes.
Develop workflow automations between systems.
Improve reporting efficiency and data accessibility.
Implement best practices for data management and technology utilization.
Partner with department leaders to improve operational efficiency through technology.
Executive Reporting & Analytics
Provide analytical support to Executive Leadership.
Develop financial, operational, and workforce forecasting models.
Create ad hoc analyses for strategic initiatives.
Support budgeting, planning, and performance management efforts.
Deliver insights that improve profitability, productivity, and customer experience.
Technical Environment
The role will maintain and support:
Core Platforms
Embark Dashboard
ServiceTitan
QuickBooks Online
Paylocity
Scorpion
Data & Reporting Tools
SQL
Power BI
Tableau (preferred)
Excel Power Query
Data Warehousing Platforms
Integration Tools
APIs
ETL Platforms
Zapier
Make
Custom Integrations
Cloud Platforms
Microsoft 365
Azure (preferred)
AWS (preferred)
Qualifications
Required
Bachelor’s degree in information systems, Computer Science, Data Analytics, Business Technology, or related field.
5+ years of experience in:
Data Engineering
Business Intelligence
Systems Administration
Technology Management
Advanced SQL proficiency.
Experience integrating multiple business applications.
Experience developing executive dashboards and KPI reporting.
Strong understanding of business operations and financial reporting.
Preferred
Experience with ServiceTitan.
Experience with QuickBooks Online.
Experience in HVAC, Plumbing, Electrical, Home Services, or Construction industries.
Experience supporting mergers and acquisitions.
Power BI or Tableau certification.
Experience with cloud data platforms.
Core Competencies
Data Architecture
Dashboard Development
Technology Administration
Business Process Improvement
Project Management
Systems Integration
Executive Communication
Data Governance
Strategic Thinking
Change Management
Success Metrics
Dashboard adoption rates.
Reporting accuracy and timeliness.
Reduction in manual reporting processes.
Successful acquisition technology integrations.
System uptime and reliability.
Data quality metrics.
User satisfaction scores.
Executive reporting effectiveness.
Automation and efficiency gains.
ROI on technology investments.
Work Environment & Physical Requirements
Primarily remote or office-based work
Prolonged periods of sitting and working on a computer
Occasional travel to operating companies may be required
Flexible work from home options available.
401(k) matching
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
The Data Platform & Technology Engineer is responsible for designing, implementing, maintaining, and optimizing the company's data infrastructure, business application ecosystem, integrations, reporting environment, and technology stack. This role serves as the bridge between operations, finance, sales, marketing, and executive leadership by ensuring accurate, accessible, and actionable business data across all platforms.
The position supports acquisitions and system migrations, develops enterprise reporting solutions, manages data integrations between business applications, and drives automation initiatives that improve operational efficiency and decision-making.
This role combines responsibilities traditionally associated with a Data Engineer, ERP Systems Administrator, Business Systems Analyst, and Integration Engineer.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
Business Intelligence & Dashboard Management
Own and administer the Embark dashboard environment.
Design, develop, and maintain executive, operational, financial, sales, marketing, and workforce dashboards.
Develop KPI scorecards for executives, regional leaders, and General Managers.
Create automated reporting solutions reducing manual reporting requirements.
Ensure data accuracy, consistency, and integrity across all dashboards.
Develop standardized reporting packages for board meetings and executive reviews.
Monitor dashboard performance and user adoption.
Systems Integration
Design and maintain API integrations.
Connect business applications across the enterprise.
Develop automated data transfers.
Eliminate manual data entry processes.
Build middleware solutions.
Monitor integration performance.
Resolve data synchronization issues.
Document all integrations and workflows.
Data Engineering & Integration
Design and maintain data pipelines connecting:
ServiceTitan
QuickBooks Online
Paylocity
Scorpion
Embark Dashboard
CRM and ERP platforms
Additional acquisition systems
Develop ETL/ELT processes to consolidate data from multiple operating companies.
Create and maintain data warehouses and reporting datasets.
Automate data collection, cleansing, validation, and transformation processes.
Build scalable integration frameworks for future acquisitions.
Acquisition & Integration Support
Lead technology integration efforts for newly acquired companies.
Assess acquired company software environments.
Migrate data into company-standard platforms.
Standardize reporting structures and KPI measurement.
Support ERP and accounting system transitions.
Develop acquisition technology onboarding plans.
Ensure continuity of reporting during integration periods.
Process Improvement & Automation
Identify opportunities to automate manual business processes.
Develop workflow automations between systems.
Improve reporting efficiency and data accessibility.
Implement best practices for data management and technology utilization.
Partner with department leaders to improve operational efficiency through technology.
Executive Reporting & Analytics
Provide analytical support to Executive Leadership.
Develop financial, operational, and workforce forecasting models.
Create ad hoc analyses for strategic initiatives.
Support budgeting, planning, and performance management efforts.
Deliver insights that improve profitability, productivity, and customer experience.
Technical Environment
The role will maintain and support:
Core Platforms
Embark Dashboard
ServiceTitan
QuickBooks Online
Paylocity
Scorpion
Data & Reporting Tools
SQL
Power BI
Tableau (preferred)
Excel Power Query
Data Warehousing Platforms
Integration Tools
APIs
ETL Platforms
Zapier
Make
Custom Integrations
Cloud Platforms
Microsoft 365
Azure (preferred)
AWS (preferred)
Qualifications
Required
Bachelor’s degree in information systems, Computer Science, Data Analytics, Business Technology, or related field.
5+ years of experience in:
Data Engineering
Business Intelligence
Systems Administration
Technology Management
Advanced SQL proficiency.
Experience integrating multiple business applications.
Experience developing executive dashboards and KPI reporting.
Strong understanding of business operations and financial reporting.
Preferred
Experience with ServiceTitan.
Experience with QuickBooks Online.
Experience in HVAC, Plumbing, Electrical, Home Services, or Construction industries.
Experience supporting mergers and acquisitions.
Power BI or Tableau certification.
Experience with cloud data platforms.
Core Competencies
Data Architecture
Dashboard Development
Technology Administration
Business Process Improvement
Project Management
Systems Integration
Executive Communication
Data Governance
Strategic Thinking
Change Management
Success Metrics
Dashboard adoption rates.
Reporting accuracy and timeliness.
Reduction in manual reporting processes.
Successful acquisition technology integrations.
System uptime and reliability.
Data quality metrics.
User satisfaction scores.
Executive reporting effectiveness.
Automation and efficiency gains.
ROI on technology investments.
Work Environment & Physical Requirements
Primarily remote or office-based work
Prolonged periods of sitting and working on a computer
Occasional travel to operating companies may be required
Flexible work from home options available.