Epicor

Account Manager

• Works with existing customers to understand their business objectives and create appropriate solutions to meet their business needs.
• Develops and manages relationships within our existing customers.
• Develops compelling value propositions based on ROI cost/benefits analysis.
• Coordinates cross-functionally within and outside of the sales team.
• Some travel is expected in support of sales efforts.

Account Manager – CMS

• Owns the territory strategy and execution based on overall business strategy and territory growth targets.
• Applies knowledge of Epicor products' solutions to the customer and its differentiation with the competition.
• Attends local trade events and speaking engagement for key target verticals.
• Ensures completion of all sales training during onboarding and product updates.
• Collaborates cross-functionally for opportunity discovery and nurture.
• Updates and maintains CRM data base and performs weekly, monthly and quarterly reporting for the assigned territory.
• Some travel is expected in support of sales efforts.

Senior Territory Manager – Lumber & Building Materials

Product Marketing

• Analyze sales, win/loss, and engagement data to help validate ideal customer profiles and buyer personas.
• Identify patterns by industry segment, buyer role, and company size to inform GTM targeting.
• Interview internal subject-matter experts (Sales, SEs, Consultants).
• Document anonymized customer use cases and organize them into a reusable repository.
• Draft first-pass blogs, solution briefs, FAQs, and social copy.
• Repurpose webinar and presentation content into scalable marketing assets.
• Create plain-language AI explainers, glossaries, and persona-based use-case summaries.
• Help build internal libraries that improve AI fluency across teams.
• Support battle cards, cheat sheets, talk tracks, and messaging consistency audits.
• Contribute to prompt libraries, AI-enabled workflows, and pilot content initiatives.
• Document learnings and best practices for responsible AI adoption.

Intern – Product Marketing

Analyst

• Designing, developing, and maintaining dashboards, reports, and analytical solutions supporting quote-to-cash processes including quoting, order management, billing, and revenue recognition
• Partnering with business stakeholders across Sales, Finance, and Operations to understand reporting needs and translate them into effective BI solutions
• Analyzing quote-to-cash data to identify trends, anomalies, and opportunities for process improvement and revenue optimization
• Building and maintaining data models, ETL pipelines, and automated reporting workflows to ensure accuracy, consistency, and timeliness
• Providing analytical support for KPIs such as quote-to-order conversion rate, billing accuracy, Days Sales Outstanding (DSO), and revenue cycle time
• Leveraging SQL and data visualization platforms to extract, transform, and present complex data in clear, actionable formats
• Collaborating with IT and Data Engineering teams to uphold data integrity, ensure data availability, and maintain alignment with enterprise data standards

Senior Data Analyst

Project Manager

• Coordinate and monitor activities of projects and client engagements, from inception to installation.
• Prepare project deliverables (Project Plan, Project Change Requests and Project Lists); and use these deliverables to execute all project activities.
• Maintain overall control of project schedule, resources, budget and scope.
• Ensure project plans and work products are based on approved and agreed upon requirements.
• Certify that sufficient resources and funding are available for executing project activities.
• Conduct weekly customer status calls and responds to client requests/questions in a timely manner, escalating issues and recommended solutions.
• Interact with members of cross-functional teams.
• Responsible for ad hoc projects and medium sized projects.

Consulting Services Project Manager

Solutions Engineer

• Prepare for and conduct value driven software demos throughout the sales cycle.
• Act as a subject matter resource in the sales process during engagement with prospects, customers, and channel partners.
• Provide business expertise in supply chain planning, demand forecasting, and inventory planning within manufacturing, distribution, and aftermarket parts/MRO verticals.
• Interpret complex forecasting and inventory planning problems and create simple solutions that address customer gaps.
• Conduct Proof of Concepts with sales prospects using customer data to identify the financial impact our platform will deliver.
• Work collaboratively across Epicor’s ERP and other application teams to support cross-disciplinary solutions for customers.
• Qualify and respond to RFIs/RFPs.
• Travel up to 20% of the time to meet with and demo to prospects, customers, and partners.
• Develop internal sales curriculum and demo scripts to support the growth & enablement of Epicor’s solution engineering teams.
• Develop and refine demo data sets and associated demo scripts.
• Leverage BI and reporting engine to create dashboards and reports to support demonstrations and available out-of-the-box reports.

PreSales Solution Engineer, Inventory Planning

• Communicate with the sales team on new business opportunities, translate client’s technical requirements to solution, drive the technical discussions, deliver custom demonstrations, and implement technical proofs-of-concept.
• Conduct detailed financial & business discovery meetings to uncover customer business drivers and levers for success.
• Prepare & deliver creative and effective technical presentation of MFG Financials products, manage POC and trial processes with clients.
• Establish outstanding business relationships and partnerships with clients by demonstrating a high level of technical & financial expertise, understand performance characteristics and establish credibility with clients.
• Influence target clients by presenting company products values and benefits and by demonstrating product architectures and assisting with cost evaluation and pricing issues.
• Gather requirements and present to Product Development team.
• 30-40% travel when applicable.

PreSales Solution Engineer – Financials

Director

• Leading end‑to‑end delivery of Epicor’s enterprise security and compliance initiatives, ensuring each program advances with clear milestones, ownership, and measurable outcomes.
• Driving alignment across engineering, product, cloud, security, and compliance teams to maintain shared priorities, remove barriers, and accelerate program execution.
• Creating detailed delivery plans, managing technical dependencies, and overseeing risk mitigation strategies across distributed architectures and solutions.
• Monitoring program progress across multiple workstreams, proactively identifying systemic risks, and implementing scalable mitigation approaches.
• Influencing technical strategy and aligning key program goals with Epicor’s long-term engineering and business roadmap.
• Partnering closely with engineering leaders and security experts to resolve complex technical issues and ensure program decisions meet architectural and compliance standards.
• Providing timely and transparent updates to senior and executive leadership, summarizing progress, risks, and recommendations to maintain organizational alignment.

Director of Platform Delivery

Financial Planning and Analysis

• Own the end-to-end resource management strategy across Consulting Services.
• Maintain a 90-day rolling forecast for capacity, utilization, hiring needs, and attrition.
• Partner with Services Sales and Consulting leaders to anticipate demand and plan capacity proactively.
• Oversee enterprise assignment and scheduling processes in Certinia.
• Ensure consistent, disciplined resource allocation across internal and external resources.
• Establish standards for skills data accuracy and maintenance.
• Identify skill gaps and trends; inform hiring, training, and enablement strategies.
• Lead proactive bench management strategies to maximize billable utilization.
• Collaborate with Sales and Consulting leaders to creatively deploy available resources.
• Lead FY planning initiatives related to capacity, margin improvement, and delivery optimization.

Senior Director of Strategic Planning – Resource Management

Sales

• Lead and develop Consulting Services Account Managers, Territory Managers, and Solution Architects.
• Establish clear expectations for pipeline management, forecasting, and sales execution.
• Drive consistency in services positioning, pricing discipline, and deal qualification.
• Own services revenue targets and forecast accuracy.
• Ensure services opportunities align with delivery capacity and technical readiness.
• Act as the primary Services Sales partner to Core Sales leadership.
• Collaborate closely with Director, Services Innovation to ensure technically sound deals.
• Establish deal review and qualification standards for services sales.

Regional Vice President – Services Sales

• Provide architectural leadership for complex, cloud-oriented, and hybrid implementations across Epicor’s portfolio.
• Define and govern technical service patterns related to integrations, data, extensibility, and platform customization.
• Ensure Consulting Services solutions are designed to be scalable, supportable, and aligned with Epicor’s long-term product strategy.
• Act as the primary Consulting Services authority for technical feasibility and delivery readiness during pre-sales activities.
• Establish technical guardrails and standards for Statements of Work to reduce scope ambiguity, delivery risk, and margin exposure.
• Assess and incubate new technical service offerings (e.g., AI-enabled services, platform accelerators, advanced integrations).
• Identify systemic technical risks across active implementations and proactively drive mitigation strategies.
• Partner closely with Product, Engineering, and Consulting leadership to align on technical direction without duplicating ownership.

Director of Services Innovation

Manager

• Set objectives, assigns and prioritizes work tasks for PS team members and track progress.
• Provide input to shaping the vision, strategy and execution of Epicor’s professional services business.
• Coaches team on methods of project delivery to accelerate backlog consumption and increase revenue, while maintaining a focus on customer satisfaction and success.
• Monitor and communicate internal expectations on key business metrics.
• Identifies and helps to address staff training and development needs.
• Work within Epicor to ensure that all professional services operational functions are aligned with company objectives and client needs.
• Assists sales and consulting questions for new customer discoveries.
• Helps develop, evolve and enforce PS processes and standards.
• Assists in pre-sales presentations, services planning, proposal response, proposal preparation and work planning development.
• Undertakes consulting tasks related to their work area.
• Owning a portfolio of active engagements and acting as project sponsor.
• Managing delivery outcomes: schedule, margin, revenue, and quality.
• Serving as the primary escalation point for customer and delivery issues.
• Forecasting revenue and margin and managing variance to plan.
• Partnering with Consulting and Sales on pipeline, estimates, and commercial conversations.
• Protecting scope through effective change control.

Associate Manager, Consulting Services

• Responsible for gaining access, developing relationships and building pipeline within Epicor's strategic customer base
• Coordinates cross-functional involvement in order to meet account performance objectives and customer needs
• Meets assigned targets of revenue and strategic objectives in assigned accounts
• Proactively leads a cross-functional strategic account planning process to develop performance objectives, financial targets and critical milestones
• Proactively assesses, clarifies, and validates customer needs on an ongoing basis
• Leads solution development efforts that best address customer needs
• Travels to customer locations in support of sales efforts.

Strategic Account Manager – Distribution

• Act as the primary liaison for Professional Services, conducting regular meetings to maintain client relationships and scope service offerings.
• Lead successful ERP implementation projects as the primary sponsor, collaborating across Epicor teams and functions to ensure positive outcomes.
• Support Project Managers in strategic planning, risk mitigation, and best practices to deliver projects on time and within budget.
• Participate in and lead Project Kickoff, Planning, Milestone, and Steering Team meetings both remotely and on-site.
• Address escalated client concerns from inception to resolution, ensuring high levels of client satisfaction.
• Compile and review project health metrics, overseeing strategic decisions related to project margin and resource allocation.
• Assist Sales with client references, pre-sales presentations, and service planning while identifying and managing project risks.

Principal Portfolio Manager – Distribution

Business Intelligence Developer

• Work independently on smaller projects.
• Interact with members of cross-functional teams.
• Identify issues and risks and report to the Project Manager with suggested direction.
• Meet utilization targets and complete project deliverables on time.
• Teach clients BI and data best practices to ensure long-term success with the product.
• Create dashboards and metrics that align with the client’s business goals and needs.
• Manage client relationships and expectations by resolving issues, answering questions, training on new products and features, and setting upfront expectations of projects.