Epicor

• Work independently on smaller projects. • Interact with members of cross-functional teams. • Identifies issues and risks and reports to Project Manager with suggested direction. • Ensure that project deliverables are completed on time and anticipate issues or conditions that may impact the original estimate or project budget. • Meet utilization targets and complete project deliverables on time. • Demonstrate a high level of functional knowledge on the modules associated with their respective certification track.

• Coach and mentor PS Consultants ensuring consistent and high standards of service delivery. • Implement Eclipse solutions to meet client requirements. • Customize and configure Eclipse software according to client specifications. • Conduct training sessions and provide support for clients. • Collaborate with clients to understand their business processes and needs. • Ensure high levels of client satisfaction and service quality. • Achieve and exceed project goals and timelines. • Continuously learn and apply new features and functionalities of Eclipse software.

• Support the activities of projects and client engagements, from inception to installation. • Prepare project deliverables (Project Plan, Project Change Requests and Project Lists); and use these deliverables to execute all project activities. • Provide support to project schedule, resources, budget and scope. • Ensure project plans and work products are based on approved and agreed upon requirements. • Track the status of deliverables and any decisions made regarding Project Change Requests and outstanding issues. • Participate in weekly customer status calls and responds to client requests/questions in a timely manner. • Interact and assist members of cross-functional teams. • May be involved in ad hoc projects and/or small, short assignments.

• Owns the assigned territory strategy and execution based on overall business strategy and territory growth targets. • Responsible for achieving or exceeding quota for the assigned territory. • Applies expert knowledge of Epicor products' solutions to the customer and its differentiation with the competition. • Prospects in the assigned territory to achieve a qualified pipeline of 5X the annual quota. • Coordinates cross-functionally to maximize revenue from prospects in the assigned territory. • Acts as an effective sales team leader with the ability to work cross-functionally within and outside of the sales organization. • Updates and maintains CRM database and performs weekly, monthly and quarterly reporting for the assigned territory.

• Owns the territory strategy and execution based on overall business strategy and territory growth targets • Responsible for achieving or exceeding quota for the assigned territory • Applies expert knowledge of Epicor Distribution products' solutions to the customer and its differentiation with the competition • Prospects in the assigned territory to achieve a qualified pipeline of 5X the annual quota • Coordinates cross-functionally to maximize revenue from prospects in the assigned territory • Acts as an effective sales team leader with the ability to work cross-functionally within and outside of the sales organization • Updates and maintains CRM data base and performs weekly, monthly and quarterly reporting for the assigned territory

• Owns the territory strategy and execution based on overall business strategy and territory growth targets • Responsible for achieving or exceeding quota for the assigned territory • Applies expert knowledge of Epicor products' solutions to the customer and its differentiation with the competition • Prospects in the assigned territory to achieve a qualified pipeline of 5X the annual quota • Coordinates cross-functionally to maximize revenue from prospects in the assigned territory • Acts as an effective sales team leader with the ability to work cross-functionally within and outside of the sales organization • Updates and maintains CRM data base and performs weekly, monthly and quarterly reporting for the assigned territory

• Generates new business in new accounts and expands footprint with existing customers. • Develops and manages relationships within our existing customers. • Manages complex sales-cycles and presents to executive level customers Epicor products and services. • Learns about the industry, competitors and products to propose innovative solutions. • Coordinates cross-functionally within and outside of the sales team. • Develops account plans and drives measured outcomes against set goals. • Some travel is expected in support of sales efforts.

• Lead FP&A project kickoff sessions, including scope alignment, success criteria, and delivery cadence. • Guide customers through FP&A system navigation, user access, and security setup. • Drive projects to formal graduation and closure, ensuring knowledge transfer and customer readiness. • Validate financial outputs against ERP source data. • Support customers in creating executive‑ready financial statements. • Design and configure budgeting and forecasting models. • Validate workflows and budget logic with customer stakeholders. • Advise customers on data governance best practices within FP&A. • Ensure that project deliverables are completed on time and anticipate issues or conditions that may impact the original estimate or project budget. • Meet utilization targets and complete project deliverables on time. • Demonstrate a high level of functional knowledge on the modules associated with their respective certification track.

• Interact with new or existing clients and trading partners to capture and analyze requirements, mapping specifications, project objectives and on-boarding activities through go-live; • Gather assigned clients’ data, execute implementation guidelines and requirements within the allocated timeframe, while providing appropriate status updates to the client(s); • Develop and setup project plans, while maintain project documentation and providing time/effort estimates throughout implementation; • Setup communications for EDI transmissions – including but not limited to: AS2, FTP and VAN setups; • Mapping documents to and from various formats including but not limited to ANSI X12, XML, and flat file layouts utilizing ODBC connectivity; • Provide on-going training and technical support to clients, while evaluating impact and analysis for future improvements; • Troubleshoot and coordinate efficient resolutions and evaluation to errors and issues found internally, or by the client; • Effectively build on current support and services by enhancing the performance of the client services organization; • Perform additional responsibilities as assigned, or when current responsibilities are changed with or without notice.

• Coach and mentor Solution Engineers ensuring consistent and high standards of service delivery. • Communicate with the sales team on new business opportunities, translate client’s technical requirements to solution, drive the technical discussions, deliver custom demonstrations, and implement technical proofs-of-concept. • Conduct technical presentation of company products, manage POC and trial processes with the clients. • Establish outstanding business relationships and partnerships with the clients by demonstrating a high level of technical expertise, understand performance characteristics and establish credibility with the clients. • Influence target clients by presenting company products values and benefits and by demonstrating product architectures and assisting with cost evaluation and pricing issues. • Gather requirements and present to Product Development team.