Business Transformation – Quote-To-Cash Specialist

4 weeks ago

Boston, United States Solomon Page Full time

Our client is looking to fill the role of Business Transformation - Quite to Cash Specialist (Senior Manager/Director). This position will be hybrid.


Responsibilities:


  • Lead project teams engaged in the successful delivery of Company’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 Company 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 Company 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 Company 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.


Required Qualifications:


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


If you meet the required qualifications and are interested in this role, please apply today.

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About Solomon Page


Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.


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