Consulting Services Portfolio Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Serve as the customer's advocate, ensuring that ERP solutions meet client goals.

• Establish trusted advisor relationships and engage in proactive customer advocacy.

• Facilitate executive steering committees for strategic oversight.

• Ensure clients optimize their investments in the Epicor platform.

• Identify, assess, and prioritize ERP initiatives based on return on investment and business impact.

• Maintain oversight of ERP projects within designated portfolios.

• Create tailored ERP portfolio roadmaps for customers.

• Act as Program Manager for significant ERP initiatives.

• Ensure compliance with contractual scope, timelines, and budgets.

• Supervise forecasting, invoicing, margin tracking, and overall profitability.

• Track and report on billable utilization metrics.

• Balance the capacity of internal resources with client demand.

• Escalate and resolve any issues related to program delivery.

• Manage customer budgets, forecasts, and expenditures within the portfolio.

• Ensure effective resource allocation and compliance with accounts receivable.

• Identify potential risks and develop proactive mitigation strategies.

• Lead change management efforts and monitor benefits realization.

• Identify opportunities for cross-selling and upselling Epicor solutions.

• Monitor key performance indicators (KPIs) for portfolios and programs.

• Provide dashboards, executive reviews, and financial updates.

• Apply insights gained from experiences to enhance delivery methods and outcomes.

• Collaborate with customer executives, vendors, and internal delivery teams.

• Facilitate the resolution of escalations and conflicts effectively.

• Promote client referenceability and develop case studies.

• Aim for C-Level participation and/or presentations at Insights events.

⛳️ Requirements

• Bachelor's degree in business administration, Information Systems, Project Management, or a related field.

• Professional certifications such as PMP, PgMP, PRINCE2, ITIL, or Agile Portfolio Management.

• Over 10 years of experience in program/project management, with a minimum of 5 years focusing on ERP delivery.

• Proven track record in managing billable programs with strong performance in utilization and profitability.

• Demonstrated capability to lead extensive ERP portfolios and programs in global settings.

• In-depth knowledge of ERP platforms including SAP, Oracle, Epicor, Microsoft Dynamics, and Infor.

• Financial expertise encompassing P&L management at both project and program levels, along with benefits realization and contract management.

• Ability to balance customer requirements with profitability in delivery.

• Experience in managing billable utilization, forecasting, and program profitability.

• Skill in translating customer strategies into actionable ERP portfolio initiatives.

• Proficient in portfolio/program analysis and decision-making processes.

• Background in change management and cultural transformation within ERP programs.

• Strong skills in executive presentation and negotiation.

• Capability to work efficiently in Agile, Waterfall, and Hybrid delivery environments.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Opportunities for mentorship.

• Continuing education support.

• Focused career goal setting.

• Complimentary LinkedIn Learning licenses.

• Mentoring program available.

• An inclusive, global workplace environment.

• Policies that promote time off for a balanced work-life integration.

• Assistance for international relocations and permanent residency applications.