Consulting Services Portfolio Manager

epicorsoftware; United States; On-site; USD 120,000 - 204,000; Full time

Benefits offered by this job

Health and Wellness

Internal Mobility

Career Development

Inclusive Workplace

Work-Life Balance

Global Mobility

Job summary

Epicor is seeking a senior leader to drive ERP program delivery, portfolio governance, and executive-level stakeholder engagement across global client engagements. You’ll own VoC alignment, ROI-driven prioritization, and cross-functional execution with a focus on profitability and client outcomes.

The role emphasizes management of large ERP portfolios, collaboration with customer executives, and strategic growth initiatives within Epicor’s ecosystem.

Qualifications

• Bachelor’s degree in business administration, Information Systems, Project Management, or related discipline.
• Professional certifications (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.
• 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.

Responsibilities

• Act as the voice of the customer (VoC) to align ERP solutions 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 and prioritize ERP initiatives based on ROI.
• Maintain visibility of all ERP projects within the portfolio.
• Develop customer-specific ERP portfolio roadmaps aligned to strategic goals.
• Serve as Program Manager for major ERP engagements, ensuring delivery per scope, timeline, and budget.
• Oversee program financials including forecasting, invoicing, margin tracking.
• Monitor billable utilization and align with company targets.
• Balance internal resource capacity with customer demand.
• Act as escalation point for program delivery issues.
• Oversee budgets, forecasts, and portfolio expenditure.
• Ensure efficient resource allocation across billable programs.
• Ensure accounts receivable aligns with Epicor payment terms.
• Identify risks and mitigate with risk management.
• Lead change management to ensure adoption.
• Track benefits realization and value delivery.
• Identify opportunities to cross-sell / up-sell Epicor solutions.
• Monitor KPIs for portfolio and program performance.
• Deliver transparent reporting via dashboards and executive reviews.
• Apply lessons learned to improve delivery methods.
• Drive executive communication and relationship management.
• Facilitate resolutions of escalations and conflicts.
• Aim for C-Level attendance or presentations at Insights.

Skills

ERP delivery

Program management

Portfolio management

Certifications

ERP platforms

Financial acumen

Education

Bachelor’s degree (business/IS/PM)

MBA preferred

Job description

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