Practice Lead, Advisory Technology Group

Bpm-LLP; California (MO); Hybrid; USD 175,000 - 200,000; Full time

Benefits offered by this job

Total rewards package

Well-being resources

Flexible work options

Professional development

Job summary

BPM Caravel Partners’ Advisory Technology Group seeks a senior leader to deepen existing offerings, open new revenue streams, and own commercial results. This hands-on role guides client engagements, sets direction for the group, and drives growth with a full delivery organization behind it.

Scope covers ERP, CRM, HCM, BI, and AI. You should be conversant across NetSuite, Salesforce, and peers, with sector expertise to translate business needs into technology strategy.

Qualifications

• 8+ years across enterprise applications and business process consulting.
• Experience owning revenue or a book of business.
• Knowledge of NetSuite and Salesforce; ability to guide selections.

Responsibilities

• Own the number. Practice revenue, margin, and growth. Build the annual plan, manage the pipeline, and contribute directly to bookings through your own relationships and pursuits.
• Lead client work directly. Run assessments, roadmaps, platform selections, and process transformations across finance, supply chain, procurement, HCM, and reporting. Sit inside the client's process rather than adjacent to it. Configure, prototype, and prove it works before recommending it.
• Expand the practice. Take ideas to plan to execution: new service definitions, delivery methods, accelerators, playbooks, and reusable assets that build on what the group already does well.
• Create content, with support behind you. Points of view, frameworks, client briefings, webinars, enablement material. You supply the thinking; marketing, design, and editorial handle production.
• Read the market. Platform roadmaps, vendor consolidation, pricing shifts, alliance dynamics, and a clear-eyed read on where AI changes the work versus where it is noise.
• Work across Caravel. Partner with delivery, alliances, and business development so the group amplifies the firm's broader advisory work rather than running parallel to it.

Skills

Enterprise applications

Business process consulting

NetSuite

Salesforce

AI familiarity

Education

Bachelor's degree in business, information technology, accounting, or a related field

MBA or CPA

Tools

ERP

BI platforms

Job description

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

BPM encourages applications from people with disabilities. Accommodations are available upon request for all aspects of the selection process.

What you get:

Total rewards package:In the US, BPM offers personalized benefit structures and financial compensation options that provide choice and flexibility. In Canada, we offer comprehensive benefits coverage for you and your dependents. Regardless of location, colleagues have access to flexible work arrangements and health and wellness programs.

Well-being resources:interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.

Balance & flexibility:14 Firm Holidays including 2 floating days, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.

Professional development opportunities:A learning culture with CPA exam resources and bonuses, firm support for professional memberships/certification, a coach program, and live classes, workshops, and seminars through BPM University.

Who is successful at BPM:

• Caring people who put others first
• Self-starters who embody the BPM entrepreneurial spirit
• Authentic individuals with a diverse point of view
• Lifelong learners with a drive to excel
• Resilient people who rise to the occasion

Position Summary

BPM Caravel Partners' Advisory Technology Group is established and growing. We are hiring the person who will take it to its next stage: deepening what we already deliver well, opening new offerings, and carrying the commercial results.

This is a hands‑on role with an experienced practitioner and a full delivery organization behind it. You lead the work directly on client engagements, set direction for where the group goes next, and own the number.

Scope covers enterprise technologies such as ERP, CRM, HCM, BI, and AI. We are looking for someone conversant across the platform landscape — NetSuite, Salesforce, and their peers — paired with real industry expertise in the sectors our clients operate in.

Responsibilities

What You'll Do

• Own the number. Practice revenue, margin, and growth. Build the annual plan, manage the pipeline, and contribute directly to bookings through your own relationships and pursuits.
• Lead client work directly. Run assessments, roadmaps, platform selections, and process transformations across finance, supply chain, procurement, HCM, and reporting. Sit inside the client's process rather than adjacent to it. Configure, prototype, and prove it works before recommending it.
• Expand the practice. Take ideas to plan to execution: new service definitions, delivery methods, accelerators, playbooks, and reusable assets that build on what the group already does well. Raise the bar on the offerings already in market.
• Create content, with support behind you. Points of view, frameworks, client briefings, webinars, enablement material. You supply the thinking; marketing, design, and editorial handle production.
• Read the market. Platform roadmaps, vendor consolidation, pricing shifts, alliance dynamics, and a clear‑eyed read on where AI changes the work versus where it is noise. Feed that back into what we build and sell.
• Work across Caravel. Partner with delivery, alliances, and business development so the group amplifies the firm's broader advisory work rather than running parallel to it.

Requirements

Who This Is For

• 8+ years across enterprise applications and business process consulting, including a stretch owning revenue or a book of business.
• Industry expertise in one or more of the sectors we serve, strong enough to talk operations with a client's functional owners rather than only their IT team.
• Knowledgeable across the enterprise platform landscape, including NetSuite and Salesforce. You can guide a selection, pressure-test a roadmap, and hold a vendor to account without needing to be the certified configurator.
• Real fluency in applied AI and where it is genuinely changing how this work gets done.
• Business process first, technically credible second. You can facilitate a design session and stand up a working prototype from the same conversation.
• You have grown a practice or offering from early traction to repeatable scale, and know what that takes.
• Equally comfortable in the pursuit and in the delivery, and you write and present well enough that clients keep the deck.

Education

Education and Credentials

• Bachelors degree in business, information technology, accounting, or a related field is preferred.
• MBA, CPA, or relevant platform certification is a plus.

Success Metrics

What Success Looks Like

Revenue and margin against plan. New offerings in market alongside stronger performance from the ones already there. Repeat advisory work from existing clients. Content our teams put to use. A team grown behind the work as demand increases.

$175,000 - $200,000 a year

$175,000 per year to $200,000 per year

The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.

In accordance with Ontario’s pay transparency legislation, the posted compensation range, if applicable, will reflectthe scope and responsibilities associated with the role. Positions supporting clients across multiple jurisdictions involve additional regulatory considerations, cross‑border coordination, and broader compliance requirements compared to roles focused on a single local market. Hours of work and travel expectations may vary based on role scope and are considered in determining compensation. These factors, along with credential requirements and market benchmarks, are incorporated into compensation ranges to ensure alignment with industry standards and the specialized expertise required. Compensation includes base salary and any non‑discretionary bonuses or commissions. If the top of the compensation range exceeds $200,000 annually, specific details will be provided during the recruitment process instead of being posted, in compliance with legislation.

Location Eligibility: We are only considering candidates who are currently located in Ontario.

BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national or ethnic origin, disability status, genetic characteristics, sexual orientation, gender identity or expression, or any other characteristic protected by federal, provincial or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but does not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Wondering if you should apply?

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national or ethnic origin, disability status, genetic characteristics, sexual orientation, gender identity or expression. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Please note - this posting is for prospective candidates only. Unsolicited third‑party resume submissions will be considered property of BPM and will not be acknowledged or returned.