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.