Consulting Services Portfolio Manager

Overview

Act as the voice of the customer and program manager for ERP consulting engagements, ensuring Epicor solutions align with client objectives, delivery stays on contract, and the client maximizes its investment in the Epicor platform.

What you'll do

• Act as the voice of the customer (VoC), ensuring ERP solutions align with client objectives
• Build trusted advisor relationships to strengthen long-term partnerships
• Facilitate executive steering committees to support customer decision-making
• Provide proactive customer advocacy and guidance
• Ensure the client is maximizing their investment in the Epicor platform
• Collaborate with customers to identify, evaluate, and prioritize ERP initiatives based on ROI and business impact
• Maintain visibility of all ERP projects within the assigned portfolio (internally and externally)
• Develop customer-specific ERP portfolio roadmaps aligned to strategic goals
• Serve as Program Manager for major ERP engagements, ensuring delivery against contractual scope, timeline, and budget
• Oversee program financials including forecasting, invoicing, margin tracking, and profitability
• Monitor and report on billable utilization, ensuring alignment with company targets
• Balance internal resource capacity with customer demand to maximize utilization
• Act as an escalation point for program delivery issues
• Oversee customer budgets, forecasts, and portfolio expenditure
• Ensure efficient resource allocation across billable programs and portfolios
• Ensure accounts receivable are in line with Epicor payment terms
• Identify risks across portfolio and program levels and create proactive mitigation strategies, working as needed with the office of risk management and other stakeholders within Epicor
• Lead change management to ensure adoption and minimize disruption
• Track benefits realization and value delivery for customer programs
• Identify opportunities to cross-sell and up-sell Epicor solutions
• Monitor Epicor KPIs for portfolio and program performance (scope, cost, schedule, utilization, budget, margin and governance)
• Deliver transparent reporting via dashboards, executive reviews, and financial updates
• Apply lessons learned to improve delivery methods and outcomes, with feedback to internal and external stakeholders
• Act as the primary liaison with customer executives, vendors, and internal delivery teams
• Ensure consistent communication across all engagements
• Facilitate resolution of escalations and conflicts
• Drive client referenceability and case studies
• Work towards C-level attendance and/or presentation at Insights

What you'll need

• Bachelor's degree in business administration, information systems, project management, or related discipline
• Professional certifications (e.g., PMP, PgMP, PRINCE2, ITIL, Agile Portfolio Management)
• 10+ years' experience in program/project management, with at least 5 years in ERP delivery
• Demonstrated success managing billable programs with strong utilization and profitability performance
• Proven ability to lead large-scale ERP portfolios and programs in global environments
• Deep knowledge of ERP platforms (SAP, Oracle, Epicor, Microsoft Dynamics, Infor)
• Financial acumen including P&L at project and program level, benefits realization, and contract management

Nice to have

• Relevant master's degree, e.g. MBA
• Customer advocacy and program leadership: trusted advisor capable of balancing customer needs with delivery profitability and strong customer communication
• Commercial acumen: skilled in managing billable utilization, forecasting, and program profitability
• Strategic alignment: ability to translate customer strategies into actionable ERP portfolio initiatives and identify opportunities to expand the Epicor footprint
• Analytical capability: proficient in portfolio/program analysis and decision-making
• Change management: skilled in adoption and cultural transformation across ERP programs
• Communication: strong executive presentation and negotiation skills
• Agility: effective in hybrid delivery models (Agile, Waterfall, Hybrid)

Details

• Work mode: Remote (US)
• Salary range: $120,000 to $204,000 USD (national average for this job title, not specific to Epicor; actual compensation varies)