Consulting Services Portfolio Manager

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 analysi