We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
The Front Office Transformation Manager leads client engagements focused on transforming sales, service, customer success, revenue operations, and customer experience functions. This role serves as a trusted advisor to client stakeholders and is responsible for leading engagement delivery, managing project teams, developing strategic recommendations, and driving measurable business outcomes.
The ideal candidate brings strong consulting and transformation experience, deep knowledge of customer-facing business functions, experience leading complex client engagements, and the ability to translate business challenges into practical solutions. In addition to delivery leadership, this individual contributes to practice growth through business development, proposal support, thought leadership, and talent development initiatives.
Key Responsibilities
Client Engagement Leadership
- Lead client engagements focused on front office transformation, revenue growth, customer experience improvement, and operating model modernization.
- Serve as the primary day-to-day point of contact for client leadership teams and build trusted advisor relationships.
- Lead executive workshops, stakeholder interviews, strategy sessions, and solution design discussions.
- Develop and present executive-level recommendations, operating models, transformation roadmaps, business cases, and implementation plans.
- Manage project scope, timelines, budgets, risks, dependencies, and overall client satisfaction.
- Provide oversight across multiple workstreams and ensure successful delivery of engagement objectives.
- Support executive steering committees, governance forums, and key stakeholder communications.
Front Office Transformation Delivery
Lead transformation initiatives across one or more of the following areas:
- Lead-to-Cash Transformation
- Revenue Operations (RevOps)
- Customer Lifecycle Management
- Sales Process Optimization
- Commercial Operating Model Design
- CRM Transformation
- Sales Enablement
- Revenue Lifecycle Management
- Customer Success Transformation
- Service Operations Optimization
Business Analysis & Solution Design
- Lead business process discovery, current-state assessments, and gap analyses.
- Facilitate requirements gathering, process documentation, and functional design activities.
- Translate business needs into actionable recommendations and transformation strategies.
- Partner with business and technology stakeholders to align solutions with intended outcomes.
- Develop executive-ready deliverables, including process maps, operating models, business requirements, roadmaps, status reports, and executive summaries.
- Ensure recommendations are tied to measurable business outcomes and organizational objectives.
Team Leadership & Talent Development
- Lead, coach, and mentor consultants and senior consultants across client engagements.
- Review client deliverables and provide guidance to ensure quality, consistency, and alignment with project objectives.
- Manage staffing, workload balancing, resource planning, and team development activities.
- Foster a collaborative, inclusive, and high-performing team culture.
- Support recruiting, onboarding, career development, and performance coaching initiatives.
- Help define and evolve consulting methodologies, standards, and best practices.
Practice Development & Innovation
- Contribute to the growth and scalability of the Front Office Transformation practice.
- Develop reusable methodologies, accelerators, frameworks, and thought leadership assets.
- Identify opportunities to leverage AI-enabled solutions and automation to improve client outcomes and delivery effectiveness.
- Collaborate across service lines to develop integrated business and technology solutions.
- Support internal innovation initiatives, market offerings, and go-to-market strategies.
Business Development
- Support business development efforts including proposals, RFP responses, client pursuits, and solution development.
- Participate in opportunity qualification, solution shaping, and pursuit strategy discussions.
- Build and maintain strong client relationships that drive repeat business and long-term growth.
- Identify change-order, cross-sell, and expansion opportunities within active engagements.
- Contribute to market offerings, industry-specific solutions, and thought leadership initiatives.
- Collaborate with practice leaders to achieve growth objectives and expand the Front Office Transformation practice.
Required Qualifications
- 8+ years of consulting, business transformation, revenue operations, commercial strategy, customer transformation, CRM, customer success, or related front office experience.
- Experience leading client-facing transformation engagements from strategy and discovery through implementation planning and execution.
- Strong understanding of sales, marketing, customer success, customer service, revenue operations, and commercial operations functions.
- Demonstrated experience managing project teams, workstreams, timelines, budgets, risks, and client stakeholders.
- Proven ability to develop strategic recommendations and connect operational improvements to measurable business outcomes.
- Experience facilitating executive-level workshops, presentations, and decision-making forums.
- Strong communication, relationship management, problem-solving, and consulting skills.
- Demonstrated success coaching and developing team members in a client service environment.
- Bachelor's degree in Business, Management, Technology, Operations, or a related field.
- Ability to travel up to 50%.
Preferred Qualifications
- Experience in technology, software, SaaS, recurring revenue, or high-growth business environments.
- Expertise in one or more front office transformation domains, including RevOps, CRM transformation, lead-to-cash, customer success, sales enablement, or commercial operating model design.
- Experience with Salesforce, Microsoft Dynamics 365, HubSpot, ServiceNow CRM, CPQ platforms, revenue intelligence solutions, or related technologies.
- Experience supporting business development activities, pursuit teams, proposal development, and go-to-market offerings.
- Familiarity with AI-enabled productivity tools, automation, and emerging technology solutions.
- Experience leading multi-functional business and technology transformation initiatives.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $107,000 - $214,500Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
RSM US LLP Boston, Massachusetts, USA Office
Boston, United States
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