Job Details

Title: Program Manager / Project Manager - OTC Location: California / Washington / Nevada / Arizona / Remote Ekman Associates, Inc. is a Southern California based company focused on the following services: Management Consulting, Professional Staffing Solutions, Executive Recruiting and Managed Services. Summary: We are seeking a dynamic and hands-on Business Transformation Program Manager with expertise in Order to Cash initiatives to drive meaningful changes and accelerate value realization across the organization. This is a unique opportunity to leverage your advisory, business transformation, process management, project management, and change management expertise in an impactful role that will shape the future of our operations. As a Business Transformation Program Manager, you will be responsible for driving projects and program excellence around internal Quote to Cash business processes and systems as it relates to coordinating Quote to Cash scope, schedule, and budget/resources across enterprise-wide projects, as well as internal Quote to Cash programs. Your work will focus on establishing essential operating rhythms and processes while collaborating across critical functions, including Commercialization (Sales, Product, etc.), IT, Information Security, Finance, People & Communications, etc. Responsibilities: Drive internal team adoption of Quote to Cash project delivery methodology, governance, templates, and engagement models within the team. Define and drive CPQ/Commerce roadmap, program execution and facilitate program activities to modernize the CPQ platforms and standardize CPQ services to allow faster time to market, operational efficiencies and zero touch transactions for new offers, trials and features Create and manage Quote to Cash project plans; monitor and review project progress and timelines, adjust schedules and plans as needed, and identify and resolve risks/issues to ensure project success. Track items needed to manage the overall Quote to Cash project portfolio, such as utilization of project resources managed against resource allocation and capacity. Assist in building and handling the capacity plan for the portfolio. Drive integration efforts, helping teams transition from a start-up to a scale-up mindset within a large organization, including refining foundational processes. Optimize process workflows, focusing on CRM, CPQ, and operational improvements (preferably Salesforce and integrated tools). Collaborate with cross-functional teams to implement innovative solutions that align with business objectives and improve service outcomes. Establish and leverage PMO tools and methodologies to implement and manage scope, timelines, risks, and resources. Liaise between executives and operational teams to drive alignment and clarity. Build frameworks for tracking and reporting business performance, driving data-informed decisions. Proactively drive alignment across a diverse set of collaborator groups, ranging from executive leadership to PMO teams to subject matter experts in various departments. Connect planning practices to long term strategic roadmaps. Establish regular communication mechanisms on portfolio progress and challenges, and lead prioritization discussions on required adjustments. Ensure transparency, alignment and clear communication of strategic programs and their resource impacts across the portfolio to key business and technology team members. Develop and execute change management strategies, including toolkits, training, and communication plans to drive adoption and engagement. Building strategic communication plans that drive excitement and adoption of initiatives. Collaborate to develop enterprise and team -level presentations to communicate transformation progress and goals. Qualifications: 5 years of relevant experience in Commerce (CPQ) processes and systems (e.g. Apttus/Conga, Zuora, Salesforce CPQ). 10 years of strong project management experience, with a history of cross functional programs at enterprise level. 8-10 years of experience in advisory/project/program/change management at the enterprise level for technology and process initiatives. Experience in Order to Cash, Order-to-Fulfillment, and Billing-to-Revenue, to enhance customer experience, and deliver measurable business outcomes Expertise in enterprise tools such as CRM and CPQ (preferably Salesforce and integrated solutions). Experience managing at least three large-scale full-life cycle Lead-to-Cash (CPQ/CLM/Billing) solutions, including ownership of the functional and technical solution, team management, and project financials. Expertise in application, integration, and data migration for technologies such as Salesforce CPQ and Billing, Vlocity CPQ, Pros and PriceFX, or Oracle CPQ. Deep understanding of the Lead-To-Cash business process (Lead, Opportunity, Quote, Contract, Order, Billing, Revenue Recognition) and supporting technologies Experience acting as a subject matter expert (SME) in at least two major enterprise application deployments (CRM, ERP, HRIS), with a strong understanding of Lead Generation, Lead-to-Quote, Quote-to-Cash, and Delivery & Service processes. Understanding of enterprise-wide project/program planning and strategic considerations. Bachelor's degree MBA, or Master degree in Data Science preferred Big 4 consulting experience is preferred Project management certification (e.g., PMI, PRINCE2) or relevant experience. Strong problem solving and troubleshooting skills with the ability to exercise mature judgment Qualified Candidates Only: If you wish to learn more about this opportunity and additional qualifications/responsibilities, please submit your resume. To learn more about Ekman Associates, Inc. please visit our website at www.ekmanassociates.com