Front Office Transformation Lead — RevOps & CRM

RSM US LLP; Philadelphia (Philadelphia County); On-site; USD 94,000 - 179,000; Full time

Benefits offered by this job

Discretionary bonus

Flexible schedule

Total rewards

Job summary

RSM US LLP is seeking a Front Office Transformation Supervisor to drive workstreams across sales, revenue operations, and customer experience. You will facilitate workshops, translate client needs into actionable solutions, and manage consultants to deliver high-quality results.

The role requires 5+ years of front-office transformation experience, strong communication and leadership, and up to 50% travel. You will partner with CRM, RevOps, and sales teams to design future-state operating models

Qualifications

• 5+ years of consulting, business transformation, operations improvement, revenue operations, or related front office experience.
• Experience leading client-facing transformation workstreams from discovery through design, planning, and implementation readiness.
• Strong understanding of front office business functions such as sales, marketing, customer success, service, revenue operations, and commercial operations.
• Ability to analyze business processes, identify gaps, develop recommendations, and connect improvements to measurable business outcomes.
• Strong communication, facilitation, presentation, and stakeholder management skills.
• Experience managing deliverables, priorities, timelines, risks, and project team coordination in a client service environment.
• Ability to coach junior team members and review deliverables for accuracy, clarity, and quality.
• Bachelor's degree in business, management, technology, operations, or a related field.
• Ability to travel up to 50% of the time.

Responsibilities

• Lead workstreams within front office transformation projects, including current-state assessment, future-state design, process improvement, and implementation readiness.
• Facilitate client workshops, stakeholder interviews, and working sessions to gather requirements, validate findings, and align on recommended solutions.
• Develop client-ready deliverables, including process maps, operating model recommendations, roadmaps, business cases, status updates, and executive summaries.
• Support transformation initiatives across areas such as lead-to-cash, CRM transformation, revenue operations, customer lifecycle management, sales enablement, customer success, and service operations.
• Coordinate project activities, timelines, risks, dependencies, and action items to keep workstreams on track and ensure quality delivery.
• Partner with functional and technical teams to ensure business requirements are clearly documented and aligned to intended outcomes.
• Coach consultants and senior consultants by providing day-to-day guidance, reviewing work products, and supporting professional development.
• Contribute to proposal support, solution development, reusable assets, and practice growth initiatives as needed.
• Front Office Transformation Delivery will include supporting clients across one or more of the following areas:

Skills

Front office transformation

CRM knowledge

Project management

Client communication

Team coaching

Data-driven analysis

Education

Bachelor's degree in business, management, technology, operations, or a related field

Tools

Salesforce

Microsoft Dynamics 365

HubSpot

ServiceNow

Job description

RSM US LLP is seeking a Front Office Transformation Supervisor to drive workstreams across sales, revenue operations, and customer experience. You will facilitate workshops, translate client needs into actionable solutions, and manage consultants to deliver high-quality results.

The role requires 5+ years of front-office transformation experience, strong communication and leadership, and up to 50% travel. You will partner with CRM, RevOps, and sales teams to design future-state operating models