Epicor

Financial Planning and Analysis

• Lead the company’s FP&A strategy, planning, forecasting, budgeting, and long-range modeling processes.
• Drive financial visibility, operating discipline, margin expansion, and disciplined resource allocation across functions and regions.
• Partner cross-functionally to align financial plans with product strategy, go-to-market execution, customer success outcomes, and corporate priorities.
• Deliver clear financial insight and accountability across business units, regions, customer segments, and investment areas.
• Prepare and present financial analysis, forecasts, annual operating plans, and business reviews to executive leadership.
• Develop and maintain KPI frameworks, dashboards, scorecards, and operating metrics that connect business drivers to financial results.
• Analyze revenue, margin, EBITDA, expense trends, investment priorities, and business risks to support timely decision-making.
• Provide proactive recommendations that challenge assumptions, identify risks and opportunities, and support measurable business outcomes.
• Define, analyze, and improve key software and SaaS performance metrics, including ARR, recurring revenue, retention, renewal performance, gross margin, customer acquisition economics, and operating leverage.
• Partner with Accounting, Controllership, Treasury, Tax, Sales Operations, and business teams to ensure financial information is accurate, timely, and decision-ready.
• Support scenario planning, business case development, investment analysis, and resource allocation decisions for strategic initiatives.
• Build, mentor, and lead a high-performing FP&A organization capable of supporting a global enterprise software business.

VP of Finance – Global FP&A

Manager

• Lead technical design sessions with customers, Product Owners, Product Management, Architects, and Developers.
• Translate customer requirements into secure, scalable, and efficient system designs.
• Partner with Product and Engineering teams to assess feasibility, risks, estimates, and priorities.
• Improve development methodologies, engineering practices, delivery processes, and automation.
• Mentor Architects, Developers, and technical team members to strengthen team capability.
• Conduct code reviews to ensure quality, security, performance, and architectural alignment.
• Represent Epicor as a technical voice in internal and external forums.

Associate Manager, Product Development – Hybrid Cloud

Business Development Rep

• Tasked with a diverse mix of both cold outreach and responding to warm leads via phone, emailing, social media, etc.
• Cultivates net new prospects and builds pipeline through outbound prospecting efforts (identify targets, prepare for prospecting, prospecting, handoff to sales).
• Engages with mid-sized to large businesses and relevant roles (C-Level).
• Assists sales counterpart by delivering qualifying leads and cultivating new prospects to enable them to achieve the company’s revenue objectives.
• Achieves daily, weekly, monthly scorecard metrics such as calls scheduled, calls completed, qualified opportunities and deals.
• Conducts market research to be followed up by the Territory Managers in the field.
• Continuously learns our applications/value proposition/differentiation in order to enhance conversations.
• Responsible for entering data into our customer relationship management software.

Business Development Representative – Automotive

Product Designer

• Define and drive design strategy across multiple product areas, connecting feature-level experiences to platform vision, customer outcomes, and business objectives.
• Establish organizational standards for interaction design, systems thinking, design quality, and design system governance, creating frameworks that enable consistency and scalability across teams.
• Lead complex, ambiguous, and high-impact design initiatives from discovery through execution, aligning stakeholders, shaping solutions, and measuring outcomes.
• Partner with Product, Engineering, and executive leadership to influence roadmaps, investment priorities, and architectural decisions through customer-centered design thinking and business insight.
• Champion a culture of design excellence by setting quality expectations, mentoring through influence, facilitating critique, and modeling best practices across the organization.
• Define how AI tools, agent-based workflows, and emerging technologies are incorporated into design processes, establishing standards for AI-assisted work and responsible innovation.
• Communicate design vision and business value to senior leaders, building alignment around strategic opportunities and measurable outcomes.

Principal Product Designer

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

• 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.