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The Professional Services Consultant, Associate supports Practice Managers, Project Managers, and Consultants in daily operational activities to ensure the Practice meets its Annual Operating Plan (AOP) targets. This role requires consistent and effective communication with customers and key internal stakeholders to deliver an exceptional customer experience. The ideal candidate will be a collaborative team player with the ability to work independently, demonstrating positive energy and a driven personality.
Duties And Responsibilities
- Lead the coordination of service requests, backlog maintenance, and project prioritisation. Ensure timely creation of Statements of Work via Business Consulting and oversee extended services consulting operations to maintain an accurate and current backlog.
- Maintain a close partnership with Business Consulting to streamline communication, support demand generation, and ensure commercial negotiations are appropriately managed.
- Engage with customers post-project and post-activity to promote additional Epicor Consulting Services offerings. Foster strong relationships within the team and collaborate with resource management to address skill gaps.
- Own monthly and quarterly forecasting processes for extended Consulting Services to meet revenue and margin targets. Ensure accurate billing across all service types and maintain financial integrity.
- Manage fixed fee billing, reconcile financial systems, and oversee project unlocking and closure for billing cycles. Resolve interface issues to ensure accurate financial operations.
- Supervise timesheet approvals, follow up on missing entries, reconcile time reporting, and ensure timely expense approvals to support accurate invoicing and accruals.
- Conduct monthly analysis of revenue, utilisation, supplier invoices, and subcontractor activities to identify issues and support leadership decision-making.
- Manage credit note requests and collaborate with Epicor Finance Teams to ensure prompt resolution of invoice queries.
Knowledge, Skills & Abilities
- We’re on the lookout for individuals who are curious, driven, and full of energy. People who thrive on learning and love a challenge. If you bring a bright, positive attitude and a genuine passion for delivering exceptional customer experiences, you’ll fit right in. We value innovative thinkers with an entrepreneurial spirit, who aren’t afraid to explore new ideas and embrace emerging technologies. If you're someone who is very organised, takes initiative and enjoys making things better, we want to hear from you.
- Success in this role calls for someone who’s adaptable, resilient, and ready to lead with both critical thinking and emotional intelligence. You’ll be working closely with others, so being a collaborative team player is key, along with strong time management, creativity, and a sharp eye for detail. We’re looking for people who are comfortable in technical environments, whether that’s navigating digital tools, analysing data, or streamlining processes. Clear and confident communication, both written and verbal, is essential, especially when presenting ideas or working virtually.
- This is a remote role with minimal travel required. When travel does arise, you’ll receive plenty of notice, and all expenses will be covered. We hope you’ll be enthusiastic about the opportunity to connect with teammates face-to-face. We’re looking for someone who can work independently, take ownership of their work, and contribute meaningfully to a high-performing, collaborative team.
Qualifications
- We’re looking for individuals with at least two years of hands-on experience in a customer service role, whether part-time or full-time, within a fast-paced, high-energy environment. You’ll have thrived on multitasking and consistently delivered outstanding service, even under pressure.
- You’ll need a minimum of a Level 3 qualification, such as A-levels, a BTEC National Diploma, or an equivalent further education credential. We value the foundation this provides for your professional growth and success.
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.
- Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
- Education Support: Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
- Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
- Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
- Global Mobility: Comprehensive support for international relocations and permanent residency processes.
Equal Opportunities and Accommodations Statement Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in. If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.
We are an equal-opportunity employer.
Recruiter
Afsha Sikka