Consulting Services Portfolio Manager

Posted Yesterday
Be an Early Applicant
Hiring Remotely in US
Remote
120K-204K Annually
Expert/Leader
Cloud • Information Technology • Professional Services • Sales • Software
As a leader in Enterprise Resource Planning, we're the essential partner for the world's most essential businesses.
The Role
Manage customer ERP portfolios and major billable programs, aligning initiatives with strategic goals, ROI, and business value. Oversee roadmaps, delivery scope, schedules, budgets, financial performance, utilization, resource allocation, risks, change management, and benefits realization. Serve as a trusted executive advisor and primary liaison across customers, vendors, and internal teams. Lead governance, reporting, escalations, stakeholder communication, and opportunities to expand Epicor solutions.
Summary Generated by Built In
What You Will Be Doing:

Customer Strategy & Governance

  • 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

Portfolio Planning & Prioritization

  • Collaborate with customers to identify, evaluate, and priorities ERP initiatives based on ROI and business impact
  • Maintain visibility of all ERP projects within the assigned portfolio (internally & externally)
  • Develop customer-specific ERP portfolio roadmaps aligned to strategic goals

Portfolio Management & Billable Delivery

  • 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

Financial & Resource Stewardship

  • Oversee customer budgets, forecasts, and portfolio expenditure
  • Ensure efficient resource allocation across billable programs and portfolios
  • Ensure accounts receivable in line with Epicor payment terms

Risk, Change & Benefits Realization

  • Identify risks across both portfolio and program levels, creating 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 / up-sell Epicor solutions

Performance Monitoring & Reporting

  • 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

Stakeholder & Relationship Management

  • 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 Will Likely Bring:
  • Bachelor’s degree in business administration, Information Systems, Project Management, or related discipline (Relevant master’s degree preferred, e.g. MBA)
  • 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 includes P&L at project and program level, benefits realization, and contract management.
What Could Set You Apart:
  • Customer Advocacy & Program Leadership: Trusted advisor capable of balancing customer needs with delivery profitability and strong customer communication
  • Commercial Acumen: Skilled in managing billable utilisation, forecasting, and program profitability
  • Strategic Alignment: Ability to translate customer strategies into actionable ERP portfolio initiatives
  • Identification of opportunities to expand the Epicor footprint in the client organisation
  • 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)

About Epicor 

At Epicor, we’re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain. 

We’re Proactive, Proud, Partners.  

Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.

Competitive Pay & Benefits 

  • Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being. 

  • Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally. 

  • Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development. 

  • Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership. 

  • Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect. 

  • Global Mobility: Comprehensive support for international relocations and permanent residency processes.  

Equal Opportunities and Accommodations Statement 

Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in. If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.  

We are an equal-opportunity employer.  

Range:

Minimum: $120,000 USD Maximum: $204,000 USD

The salary range provided reflects the national average for this job title and does not represent compensation specific to Epicor Software Corporation. Actual compensation will vary based on experience, qualifications, and market factors relevant to the position.

Recruiter:

Scott Keough

Skills Required

  • Bachelor's degree in business administration, Information Systems, Project Management, or a related discipline
  • 10+ years of experience in program or project management
  • At least 5 years of experience in ERP delivery
  • Demonstrated success managing billable programs with strong utilization and profitability performance
  • Experience leading large-scale ERP portfolios and programs in global environments
  • Deep knowledge of ERP platforms such as SAP, Oracle, Epicor, Microsoft Dynamics, or Infor
  • Financial acumen covering project and program P&L, benefits realization, and contract management
  • Professional certification such as PMP, PgMP, PRINCE2, ITIL, or Agile Portfolio Management
  • Relevant master's degree, such as an MBA

Epicor Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Epicor and has not been reviewed or approved by Epicor.

  • Healthcare Strength Health coverage (medical, dental, vision) is characterized as decent to solid, complemented by wellness resources. Company materials highlight health and wellness programming alongside core plans.
  • Leave & Time Off Breadth Flexible or unlimited PTO exists in U.S. roles, and the organization emphasizes taking time to recharge. When team norms support it, the flexibility is considered a meaningful perk.
  • Retirement Support A 401(k) with company match is available as part of the standard offering. The match level is generally viewed as modest but serviceable.

Epicor Insights

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The Company
HQ: Austin, TX
6,280 Employees
Year Founded: 1972

What We Do

We’re the Digital Brains of Our Customers’ Operations We help businesses stay future-ready with cognitive ERP that connects people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain.

Why Work With Us

Our policies are built on mutual trust, support, and a commitment to maintaining a healthy work-life balance. That's why we encourage you to take the time off you need to rest, recharge, and reconnect.

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