Epicor

Sales Engineer

• Coach and mentor Consulting Services Sales Architects ensuring consistent and high standards of service delivery.
• Support sales teams by helping develop consulting engagement structure, proposals, and statements of work.
• Conduct current state capabilities and process assessments across business functions and apply best practices, industry research, and competitor research to drive an optimized future state capability and process architecture.
• Assist with prospect discovery sessions, demos and planning meetings.
• Prepare and provide requirements definition or estimates for quoting implementations.
• Ensure a full and proper handoff of contracts from sales process to implementation process.
• Meet or exceed annual sales targets.
• Participate and attend User Group and customer functions to reinforce customer rapport; such as product demos, value add workshops, customer events.

Senior Consulting Services Sales Architect

Customer Support

• Provide high-quality remote technical support, focusing on customer service, technical expertise, and timely issue resolution.
• Troubleshoot, diagnose, and coordinate repairs for hardware, peripherals, and network connectivity across customer and hosted environments.
• Support and configure servers, PCs, scanners, printers, RF devices, POS equipment, and related peripherals.
• Perform software troubleshooting and repair activities related to supported hardware environments.
• Analyze and resolve connectivity failures across internal and external network routes, including ISP, VPN, firewall, routing, and endpoint communication.
• Communicate technical findings, routing paths, and root cause information clearly to customers in both business and technical terms.
• Collaborate with customers, vendors, telecommunications providers, datacenter teams, and internal support teams to resolve complex infrastructure and connectivity issues.
• Document customer issues, troubleshooting activities, resolutions, escalation details, and service actions accurately within support systems.
• Escalate unresolved problems within established service level expectations.
• Manage support requests in alignment with operational workflows, schedule adherence, and case activity expectations.
• Perform time-and-materials work, ensuring accurate documentation and billing for services not covered under support agreements.
• Identify opportunities for additional support services, upgrades, or hardware-related consulting.

Infrastructure Support Specialist

Accounting Manager

• Take a leadership role in consulting engagements, performing implementation tasks and delivering high-quality outcomes.
• Drive implementation deliverables, support project organization, and mentor peers while working independently with clients.
• Coach and mentor CS Consultants to ensure consistent, high standards of service delivery.
• Collaborate with cross-functional teams and assist Project Managers in defining direction, timelines, schedules, and activities for project areas.
• Establish strong working relationships across Epicor and customer organizations, supporting a collaborative and productive environment.
• Estimate project tasks accurately and ensure all deliverables in your area are completed on time and within budget.
• Maintain and grow your expertise by keeping up with certifications for new or enhanced products and obtaining certification outside your core competency.
• Lead and support training sessions, contributing to the development of team capabilities and customer readiness.
• Work independently with clients, taking ownership of deliverables and ensuring successful project outcomes with minimal supervision.

Senior Consulting Services Consultant – P21 Accounting

Consultant

• Lead customer implementations of Prophet 21 software while coaching and mentoring CS Consultants to ensure consistent, high-quality service delivery.
• Collaborate with cross-functional teams and assist Project Managers in defining direction, timelines, schedules, and activities for project areas.
• Establish and maintain strong working relationships across Epicor and customer organizations.
• Estimate project tasks accurately and ensure all deliverables in your area are completed on time and within budget.
• Conduct customer core team training and perform knowledge sharing with peers.
• Support project execution by meeting utilization targets and completing deliverables on schedule.
• Contribute to project planning and control by identifying resource needs and monitoring task performance.

Senior Consulting Services Consultant

Product Designer

• Lead and develop design managers and senior individual contributors, building leadership capability and strengthening team performance across multiple product areas.
• Shape and execute talent strategy, including hiring plans, capability development, succession planning, and career pathways.
• Define and drive organizational strategy in partnership with design and executive leadership, aligning design priorities with business outcomes.
• Establish and model cultural standards for the design organization, reinforcing values, operating principles, and quality expectations.
• Foster enterprise-level collaboration across design, product, engineering, and business stakeholders to align priorities and delivery.
• Anticipate and address strategic challenges across teams, including capacity, consistency, and alignment with business direction.
• Drive design quality and consistency at scale while shaping executive narratives that communicate the impact and value of design.

Senior Product Design Manager

Operations

• Tests implemented designs.
• Handles code deployments in all environments.
• Monitors metrics.
• Consults with peers for feedback during testing stages.
• Builds, maintains, and monitors configuration standards.
• Maintains day-to-day management and administration of projects.
• Manages CI and CD tools with team.
• Documents and designs various processes, updates existing processes.
• Improves infrastructure development and application development.
• Follows all best practices and procedures as established by the company.
• Proficient in Database design and/or database administration.

Development Operations Analyst

Product Manager

• Define and execute product strategy and roadmap for healthcare-focused solutions aligned to company objectives and customer needs.
• Translate market opportunities and customer feedback into prioritized product requirements and actionable development plans.
• Ensure products adhere to country-specific compliances.
• Demonstrate ability to leverage AI tools to improve product management effectiveness, decision-making, and operational efficiency.
• Ability to apply AI-assisted workflows to synthesize customer feedback, summarize research, identify trends, and accelerate documentation creation.
• Drive requirements gathering, backlog prioritization, user story development, and acceptance criteria definition.
• Collaborate with engineering and architecture teams to balance innovation, scalability, security, and regulatory constraints.
• Support go-to-market activities including positioning, customer enablement, training, and executive presentations.

Principal Product Manager

• Be part of the global CSF team responsible for legal requirements and best practices around the world.
• Work with internal stakeholders, local partners, and external contributors to document and define local and regional localization requirements.
• Define local and regional priorities for the expansion of Epicor Country-Specific Functionality (CSF).
• Work with other members of the CSF product team to develop product positioning and messaging that differentiates our approach in the market.
• Drive sales enablement by communicating the value proposition of our CSF approach to the sales team and developing tools and detailed materials that support the sales process for country-specific functionality.
• Serve as the expert on local commercial, fiscal, and country-specific requirements in your region, and monitor how these evolve across the markets we serve and how we can strengthen our competitive position.
• Evaluate potential partner relationships to strengthen our local and regional value proposition.

ERP Product Manager

Digital Marketing

• Lead GTM and day-to-day operations of paid search campaigns including strategy, keyword research, account structure and naming, campaign setup, bid and budget management, ad copy, A/B testing, performance tracking, optimization, and reporting.
• Understand the target markets along with business and regional priorities and translates them into paid campaigns and digital experiences.
• Works with third party vendors to improve campaigns.
• Ensures vendors meet SLAs and KPIs.
• Monitors performance and campaign effectiveness according to media KPIs and benchmarks as well as lead quality.
• Proactively identifies opportunities to improve and takes action.
• Responsible for other web/digital related projects as assigned.

Digital Marketing Specialist – Paid Media

Financial Planning and Analysis

• Manage a portfolio of accounts receivable for an assigned territory
• Contact customers to secure payment commitments and follow up on payment status
• Investigate reasons for non-payment and escalate issues when necessary
• Serve as a liaison between customers, sales, and service teams to resolve disputes and initiate credit memos as needed
• Contact customers to resolve past due balances prior to order release
• Secure purchase orders from customers when required
• Prepare and support accounts receivable and collections reporting and analysis
• Process electronic invoicing for customer accounts
• Perform account reconciliations, provide supporting documentation, and submit refund requests or tie-offs to resolve account discrepancies
• Review account status, obtain payment commitments, and document all relevant activity within internal systems

Financial Services Specialist

• Manage enterprise customers across Product Line teams, focusing on their business needs, projects, and code delivery to ensure success.
• Serve as the customer’s advocate, ensuring high-priority issues and business needs are communicated to and addressed by the proper internal teams.
• Anticipate customer requirements and possible challenges, focusing on customer success within the assigned portfolio.
• Develop success plans for customers that outline critical success factors, metrics, potential issues, and recommendations.
• Conduct regularly scheduled customer check-ins and own the resolution of escalated customer issues and support cases.
• Monitor and facilitate customer adoption of product solution features and functionality.
• Build, maintain, and execute account plans for each assigned account, coordinating internal domain experts for delivery.
• Recommends specific solutions to achieve a customer's desired results.

Customer Support Account Manager

• Support the calculation and review of royalties and referral fees based on contract terms
• Investigate discrepancies and help track issues back to source data
• Act as a point of contact for assigned partners, assisting with questions and resolving basic issues
• Work with data sets to identify variances and support reporting needs
• Collaborate with teams across Finance and Accounting, Legal, Procurement, ISV, Billing, and Sales Ops to improve data accuracy
• Assist with process improvements and help identify opportunities for better efficiency
• Pull and organize data from reporting tools to support audits and decision-making

Royalty Operations Specialist

Project Manager

• Lead multiple AI-related projects from initiation through delivery, ensuring alignment with scope, timelines, and business objectives.
• Define project scope and milestones starting from desired customer and business outcomes, and align execution accordingly.
• Manage project plans, milestones, dependencies, risks, and budgets across concurrent initiatives.
• Drive execution using Agile methodologies and standard SDLC practices.
• Support governance across AI initiatives, including prioritization, reporting, and decision-making frameworks.
• Improve portfolio visibility through structured reporting, dashboards, and status communications.
• Establish repeatable processes and playbooks to scale AI project delivery.
• Track and communicate portfolio health, risks, and progress to leadership.
• Work closely with engineering and data science teams to translate technical initiatives into actionable plans.
• Operate effectively across disciplines where traditional boundaries between engineering, product, UX, and data science are evolving.

Senior Project Manager – AI

Business Operations

• Lead strategic negotiations for enterprise software platforms and SaaS subscriptions, driving favorable commercial outcomes while maintaining strong supplier relationships.
• Manage the full contract lifecycle—from RFP development and negotiation through execution, renewal, and compliance—for software and professional services agreements.
• Develop and execute procurement strategies across software licensing, consulting services, and technology partnerships, balancing cost, quality, and risk.
• Oversee the Travel & Expense program, including supplier negotiations, policy development, compliance, and program optimization.
• Implement and enhance procurement technologies across the procure-to-pay (P2P) cycle, including CLM, ERP, and workflow automation tools.
• Analyze financial models to support deal structuring, total cost of ownership, and savings reporting for executive stakeholders.
• Lead procurement transformation initiatives, including process improvements, system implementations, and organizational change efforts while mentoring and developing team members.

Director of Business Operations – Procurement

Solutions Engineer

• Deliver presentations and conducts sales conversations with confidence and credibility to C-level clients, both in small meeting and large group formats; assisting with cost evaluation and providing pricing solutions.
• Advise team members and sales prior to customer calls and/or sales strategy sessions; acts as subject matter expert in multiple families of solutions.
• Designs technical business solutions not only considering the customer’s infrastructure but also the business limitations and opportunities; operates comfortably beyond standard approaches to satisfy the needs of all stakeholders.
• Responsible for driving a variety of initiatives and projects, and strategically works with sales, partners and customers to uncover and develop emerging business opportunities.
• Assist the Solution Engineer team to be successful through proactive training, sharing knowledge, and communicating best practices.
• Role will involve approximately 20% travel.