Senior Director of Consulting Operations and Planning

The Senior Director, Consulting Operations and Planning owns enterprise-wide resource strategy, capacity planning, utilization optimization and operational best practices for Consulting Services. 

With PMO execution embedded back into the verticals, this role becomes the central nervous system for operational best practices, demand forecasting, skills management, and workforce optimization—ensuring Consulting Services can scale efficiently, with best-in-class processes and solutions, while maintaining delivery excellence. 

Key Responsibilities

Strategic Planning & Business Governance 

• Lead FY planning initiatives related to capacity, margin improvement, and delivery optimization. 
• Own governance forums related to strategic programs and prioritization of resource investment in resourcing, utilization, and workforce planning. 
• Own the weekly, monthly and quarterly operating cadences for reviewing and actioning on Consulting Services KPIs  
• Drive executive dashboards and insights tied to the overall health of Consulting Services – from sales to delivery across all major KPIs 

Consulting Systems Ownership & Architecture: 

• Own the end-to-end Consulting systems landscape, including PSA, SOW automation, forecasting, etc 
• Define and maintain global system standards 
• Serve as business owner for Consulting systems, translating strategy into system requirements and roadmap 

Resource Strategy & Forecasting 

• Own the end-to-end resource management strategy across Consulting Services. 
• Maintain a 90-day rolling forecast for capacity, utilization, hiring needs, and attrition. 
• Partner with Services Sales and Consulting leaders to anticipate demand and plan capacity proactively. 

Assignment & Scheduling Governance 

• Oversee enterprise assignment and scheduling processes in Certinia. 
• Ensure consistent, disciplined resource allocation across internal and external resources. 
• Balance strategic vs. tactical demand through differentiated staffing models. 

Skills Management & Workforce Development 

• Establish standards for skills data accuracy and maintenance. 
• Identify skill gaps and trends; inform hiring, training, and enablement strategies. 
• Partner with Consulting leadership to support career growth and succession planning. 
• Deliver executive dashboards and insights tied to the overall health of Consulting Services – from sales to delivery across all major KPIs 

Success Measures 

• Improved Consulting Services KPIs across the business 
• Tighter time cycles between issue discovery and resolution 
• Improved utilization and margin performance, reduced last-minute staffing escalations 

Qualifications

• 12+ years in professional services operations, RMO, or strategic planning
• Deep experience with PSA systems (Certinia preferred)
• Strong analytical and executive storytelling capabilities
• Proven ability to influence across Sales, Delivery, and Finance

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About Epicor 

At Epicor, we’re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain. 

We’re Proactive, Proud, Partners.  

Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.

Competitive Pay & Benefits 

• Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being. 

• Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.