Order to Cash - Supply Planning Process Director

Location: Westerville OH, Onsite
Reports to: VP SIOP
Department: Operations

Role Summary
The Order to Cash (OTC) – Supply Planning Process Leader will own the end-to-end design, implementation, standardization, and continuous improvement of the OTC process across five global regions and multiple business units, covering diverse business models such as high-volume SKU-based, Configure-to-Order (CTO), and Engineer-to-Order (ETO). This role is pivotal in implementing an AI-driven, highly automated OTC ecosystem that seamlessly interoperates with adjacent processes (SIOP, NPDI, P2P, Opportunity-to-Order) while meeting the differentiated needs of Global Strategic Accounts (GSAs), SMEs, and all Vertiv customers. The Process Leader will ensure cross-functional collaboration, robust program governance, and measurable performance improvement across all OTC stages, from order capture and configuration through fulfillment, invoicing, collections, and dispute management. More specifically the core focus will be on material planning, capacity planning, supplier forecast, supplier purchase order management. 

Key Responsibilities

Program Leadership and Strategy

• Design and implement a globally harmonized Supply Planning process architecture that supports SKU, CTO, and ETO business models, ensuring clear process variants, decision rules, and standard work for each model. 
• Develop and execute the global OTC transformation strategy, aligned with business objectives, customer segmentation, and the integration roadmap with SIOP, NPDI, P2P, and Opportunity-to-Order processes. 
• Identify, prioritize, and lead OTC automation and AI initiatives (e.g., RPA for order entry, credit checks, billing; predictive analytics for demand, promise dates, and payment behavior), ensuring scalability across regions and business units. 

Stakeholder Management and Cross-Functional Coordination

• Collaborate with Sales, Finance, IT, Operations, Procurement, and Legal to ensure OTC process designs are fully integrated with CRM, ERP, CPQ, and supply chain planning systems and reflect customer, compliance, and operational requirements. 
• Act as the global point of contact for regional and business-unit Supply Planning  leaders, driving alignment on process design, master data standards, and interfaces with SIOP, NPDI, P2P, and Opportunity-to-Order. 
• Lead training, communication, and change management activities to embed new OTC ways of working, leveraging structured methodologies and clear role/responsibility definitions across regions. 

Process Optimization and Continuous Improvement

• Drive Lean and Six Sigma-based process improvement initiatives to reduce order cycle time, improve order accuracy (including configuration and BOM accuracy for CTO/ETO), increase first-time-right invoicing, and enhance customer experience. 
• Define, monitor, and act on a comprehensive OTC KPI framework (e.g., DSO, order-to-invoice lead time, invoice accuracy, automation rates, dispute rates, cash application accuracy), using data and analytics to identify bottlenecks and prioritize improvements. 
• Implement a structured continuous improvement pipeline and governance (Kaizen events, root cause analysis, control plans) to ensure sustainable benefits and process stability across all regions and business units. 

Program Governance, Integration, and Compliance

• Establish and lead Supply Planning governance forums to review performance, manage the global process and solution roadmap, and ensure consistency of design and execution across regions and business models (SKU, CTO, ETO). 
• Ensure robust interoperability and integration between OTC and SIOP, NPDI, P2P, and Opportunity-to-Order processes and systems, enabling accurate demand signals, capacity planning, product introduction, and procurement alignment. 
• Manage program budget, resources, risks, and timelines, ensuring cost-effective delivery and compliance with corporate policies, financial controls, and regional regulatory requirements (tax, trade, data privacy). 

Qualifications and Experience

Education

• Bachelor’s degree in Business, Supply Chain Management, Industrial Engineering, Finance, or related field.
• Master’s degree or MBA preferred, ideally with a focus on operations, supply chain, or digital transformation. 

Experience

• Minimum 10 years in Order to Cash, supply chain, manufacturing, or related end-to-end process transformation roles within a manufacturing or industrial company. 
• Proven experience designing and implementing global OTC processes across multiple regions and business units, including exposure to SKU-based, CTO, and ETO environments. 
• Track record of leading large-scal