Order-to-Cash - Senior Manager

 As a member of our Business Transformation team, you will work as an extension of our client’s team to advise on and lead their transformation initiatives. Your work will serve in a functional role on high impact transformation initiatives and and you will serve as a liaison with key stakeholders and the finance group, helping them to identify improvement needs and fully execute the changes to address them. 

The Quote-to-Cash (QTC) Specialist will create value for clients by leading engagements that map the current state, design an optimized process, remove inefficiencies, and align the process with the client’s overall business strategy. The QTC specialist will also embed within the client’s organization as necessary to drive necessary operational enhancements and drive transformation as an extension of the client’s team.  This team member will also contribute to collaborative internal (non-client facing) initiatives, creating and maintaining processes and resources that support the growth of the Business Transformation practice.

Roles and Responsibilities:

·       Lead project teams engaged in the successful delivery of CFGI’s Operational Excellence service offering.

·       Perform current state assessment to define the client’s existing QTC process, identifying systems, data flow, stakeholders, manual requirements, client pain points, inefficiencies, risks, and opportunities.

·       Advise on procedural improvements resulting from more optimized use of existing technology and automation in the QTC process.

·       Create and execute a comprehensive implementation plan to streamline sales orders, invoicing, and revenue recognition.

·       Recommend technology investments to address client challenges based on understanding of existing processes.

·       Serve as liaison between the client’s leadership and functional teams to bridge organizational strategy with process optimization at the task level.

·       Help develop strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets.

·       Identify and support business development initiatives; participate in and lead aspects of the proposal development process.

·       Develop thought leadership in areas of high importance to QTC clients. 

·       Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, and the broader marketplace.

·       Work alongside key client stakeholders as an extension of their team to develop work plans with proper activities, resource engagement and assignment, expected outcomes and timing.

·       Assume tasks within the defined scope to drive execution and delivery, as needed.

·       Identify when additional CFGI resources might be needed to support additional tasks or expanded scope.

·       Streamline and automate timely reporting of project status to key stakeholders.

·       Facilitate upward communication as requested with Project Sponsors, Executive Leadership or Board of Directors.

·       Constantly be present in client conversations to uncover new needs and be able to speak to CFGI service offerings that can benefit the client and address their needs.

·       Maintain a clear focus on providing exceptional client service at every opportunity.

·       Fully develop and maintain client relationships at all levels within the client’s organization to gain stakeholder trust, become a true business partner that can communicate complex ideas, and gain stakeholder buy-in.

·       Actively participate in the development of the Business Transformation practice and related infrastructure.

·       Maintain a professional and positive attitude.

Preferred Skills:

·       Comprehensive understanding or deep expertise in the quote-to-cash core business cycle, operating models, organizational structures, and process best practices.

·       Proven experience in engagement management, leading projects and project teams.

·       Effective communication skills, including the ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for Business Transformation solutions.

·       Independent leadership abilities, capable of driving successful outcomes and ensuring client satisfaction in client engagements.

·       Strong project management skills, enabling timely reporting and progress updates.

·       Willingness to actively participate in internal business leadership, practice development, and initiatives focused on growth and development of team members.

Qualifications and Capabilities:

·       A motivated finance-focused individual with a minimum of ten plus years of combined experience in industry, finance and strategic consulting, as well as operational finance and accounting, with expertise in the quote-to-cash business cycle.  Big Four experience and CPA preferred.

·       Demonstrated ability to successfully lead transformation teams in various aspects of the transformation journey, including strategy development, planning, delivery, and execution.

·       Experience in professional service consulting and/or client engagement management.

·       In-depth knowledge of the end-to-end quote-to-cash (QTC) process, encompassing order management, credit analysis, invoicing, accounts receivable, collections, adjustments and deductions, and revenue recognition.

·       Comprehension of business functions that follow revenue recognition, including reporting.

·       Possesses functional, technical, and/or business knowledge related to people, processes, and technology in the context of sales and finance operations.

·       Familiarity with QTC technology solutions for CRM, billing, and revenue recognition (Salesforce, Zoho, Monday.com, Hubspot, Freshsales, Zendesk, Pipedrive, etc.).

·       Project management experience is a plus, showcasing the ability to plan, organize, and execute projects effectively.

·       Experience in the SaaS industry is a plus, indicating an understanding of specific order management needs and regulations.