Epicor

Manager

• Lead and oversee the work of consulting teams to ensure successful project execution.
• Ensure best practices are applied in shaping the vision, strategy, and implementation of Epicor’s professional services.
• Evaluate the profitability and risks of each engagement, recommending solutions that meet client needs while maximizing profitability and minimizing project risks.
• Track and communicate key business metrics, including utilization, revenue generation, client responsiveness, satisfaction (Net Promoter Score), and employee development.
• Act as the primary escalation point for professional services and implementation issues at a senior level.
• Collaborate within Epicor to ensure professional services operations are in alignment with company objectives and client expectations.
• Guide and mentor team members to ensure on-time, on-budget project delivery, while maintaining the team's chargeability.
• Participate in high-level status meetings at client sites, including Stage Reviews and Kickoffs.
• Influence pre-sales activities such as presentations, services planning, proposal preparation, and work planning.
• Create and manage career development plans for consultants, tracking their progress and completion.

ERP Implementations Consulting Manager

Account Manager

• Working with Sales, develop and maintain strong relationship throughout the account’s organization.
• Manage projects to ensure timely and successful delivery of solutions being provided by Epicor.
• Develop key goals and metrics for each account, measure and report on them monthly or quarterly.
• Define and implement programs that support defined objectives.
• Assist with high severity requests or issue escalation as needed.
• Manage contracts, billing, rebates (if applicable) – provide Epicor management time to respond to contract renewals and price change options.
• Hold at a minimum quarterly meeting with each account.
• Work with customers to ensure Epicor products are being utilized effectively and efficiently.
• Support implements an annual operating plan process.

Strategic Partnership Manager – Lumber & Building Supply

Solutions Engineer

• Support sales teams by proactively engaging in the sales process including written and presented work.
• Accurately assess customer needs and abilities.
• 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.
• Drive consulting sales pipeline, meeting or exceed annual sales targets.
• Participate and attend User Group and customer functions to reinforce customer rapport; such as product demos, value add workshops and customer events.

Senior Solution Architect – Professional Services Sales

• 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

Client Partner

• Support the sales process, coordination and execution of product or service delivery projects for clients from initiation through to completion.
• Contribute to strategic sales planning efforts and achieve regional service sales goals.
• Formulate business outcomes and value propositions to prospective clients during sales cycle.
• Evaluate the profitability and potential risks of engagements, recommending client-centric solutions that optimize value while minimizing project risk.
• Collaborate with internal Epicor teams to strengthen the client relationship with Epicor.
• Act as a point of escalation for professional services and implementation concerns.
• Actively participate in project kickoff meetings, planning sessions, and steering committee meetings, either on-site or remotely.
• Contribute to pre-sales activities including client presentations, services planning, proposal development, and work plan creation.
• Lead the review and approval process for scoping, planning, cost estimation, and pricing of consulting engagements.
• Provide guidance and support to team members by sharing best practices and subject matter expertise to help ensure customer value is recognized early in the sales cycle.

Professional Services Sales Client Partner – Principal

• Owns the SE 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 Distribution customers.
• 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.
• Travel up to 50% is expected in support of sales efforts.

Territory Manager – Distribution ERP

Data Scientist

• Collaborate on the development of LLM agents using Epicor Prism’s internal tools and frameworks.
• Design prompts and workflows for summarization, classification, and retrieval tasks.
• Run structured experiments, track performance, and iterate based on telemetry and feedback.
• Contribute to prompt libraries, test sets, and reproducibility frameworks.
• Support integration and deployment of AI agents into production systems.
• Participate in customer site visits and 3-day engagements once or twice per quarter.
• Engage in team reviews, documentation, and shared learning efforts across US and India-based teams.

Data Scientist – AI Solutions

• Lead, hire, and mentor a cross-functional engineering team focused on agentic AI, providing clear direction and fostering a growth-mindset culture.
• Architect and deliver scalable, high-performance services and user interfaces using C#/.NET, Python, Node.js, and TypeScript/Angular, with robust observability and operational readiness.
• Translate ERP workflows into AI-native experiences with human-in-the-loop design, auditability, and enterprise-grade reliability.
• Define autonomy levels, evaluation methods, SLAs, and safety controls for LLMs, RAG, and tool-use agents.
• Collaborate across Engineering, Data Science, UX, Support, Services, and GTM to deliver high-quality solutions on predictable cadences.
• Partner with customers and stakeholders to identify, prototype, and generalize agentic solutions that address real-world ERP challenges.
• Monitor emerging trends in LLMs, agent frameworks, and evaluation techniques, integrating innovations that drive customer impact.

Product Development Manager

Software Engineer

• Architect and develop scalable backend services using C#/.NET and Python, with occasional full-stack work in Node.js and Angular.
• Integrate agentic AI and RAG features into ERP workflows, ensuring reliability, auditability, and human-in-the-loop design.
• Collaborate with Product Management, UX, and Labs teams to define and deliver innovative product features.
• Implement observability tools including logging, metrics, tracing, dashboards, and readiness checks for production systems.
• Build and maintain CI/CD pipelines, feature flags, and safe deployment practices while improving developer experience.
• Translate customer workflows into AI-native experiences with clear guardrails, evaluation harnesses, and risk controls.
• Mentor peers through code reviews, pair programming, and knowledge sharing to foster a culture of technical excellence.

Senior Product Developer – AI Solutions

Product Manager

• Mastery of Sr. level duties and responsibilities.
• Leads the orchestration of strategic direction and priorities for applications (or a set of functionalities within an application).
• Responsible for managing a Product portfolio, roadmap, innovation index, and all phases of product management with a keen understanding of target markets.
• Works in partnership with direct manager, peers, and Product Development.
• Highly involved in the creation of a multi-year (& possibly global) product road map.
• Prioritizes product enhancements and customer requests.
• Responsible for evaluating and updating pricing models based on customer value (ROI) analysis for modules.
• May run Cross-Functional Team meetings independently - dependent on size, type of portfolio, and product.
• Supports and provides input to the Product Marketing team in developing the go-to-market planning and execution, including reference customers, beta programs, sales training, sales materials, and demos.
• Runs Customer Advisory meetings.
• Keeps up with external trends to incorporate into products and processes.

Principal Product Manager

Consultant

• Build strong relationships with customers to understand their needs and environments.
• Define and document technical requirements for implementations and upgrades.
• Provide technical guidance and support to field engineers, technicians, and application support teams in diagnosing, troubleshooting, and debugging software, network, and wireless systems.
• Configure, document, and test software solutions to ensure successful deployment.
• Monitor and facilitate customer adoption of product solutions and functionality.
• Advocate for customers by owning and driving resolution of escalated issues in collaboration with project managers and functional leaders.

Technology Consultant

• Responsible for development of analytics product packages as driven by Epicor product roadmap or customer contracts with key a focus on matching the final user experience to a business user case
• Performs research, analysis, and modeling on organizational data and has primary responsibility for the front-end analytics user experience
• Investigates and integrates analytics technology and new data sources to keep our analytics solutions current in the fast evolving analytics market space
• Develops and applies algorithms or models to key business metrics with the goal of improving operations or answering business questions
• Mines and analyzes complex and unstructured data sets using advanced statistical methods for use in data driven decision making
• Assists product operations managers and staff in developing and delivering high analytics availability and performance to meet or exceed customer contract service levels

Data Scientist – AI

Implementation Specialist

• Adapt BisTrack product to meet specific customer business needs.
• Coach and mentor PS Consultants, ensuring consistent and high standards of service delivery.
• Assist Project Manager in determining direction, timelines, schedules, and activities for an area of the project.
• Establish solid working relationships throughout the Epicor and Customer organizations.
• Ensure all deliverables in your area of responsibility are delivered on time and on budget.

CS Implementation Consultant

Project Manager

• Coach and mentor Project Managers ensuring consistent and high standards of service delivery.
• Lead teams responsible for project delivery, financials, and client satisfaction.
• Maintain overall control of project schedule, resources, budget and scope.
• Report status of projects regularly, to ensure project deliverables are completed on time.
• Manage project risks and proactively create mitigation strategies.
• Ensure that project plans and work products are based on approved and agreed-upon requirements.
• Plan and manage project resources and funding.
• Interact and influence members of cross-functional teams.
• Responsible for ad hoc and large sized projects.

Senior Professional Services Project Manager

• Establish strong partner executive relationships and leverage partner capabilities to facilitate significant growth in Epicor opportunities via services and additional software needs within EU countries.
• Proactively lead a joint partner planning process that develops mutual performance objectives, financial targets, and critical milestones associated with a productive partner relationship.
• Identify and develop new channel partners.
• Create strategic sales plan on an annual basis and review status at the end of each quarter.
• Research and build a pipeline of strategic and alliance partners to continuously prospect.
• Negotiate and finalize partnership agreements.
• Identify, recruit and support distributors and resellers.
• Remain up-to-date with industry development and lead implementation of new processes as a result.