Role Description

We are seeking an Order to Cash (OTC) Project Manager to support and strengthen back-office operations within a complex, multi-location service environment. This role focuses on managing and optimizing the end-to-end OTC lifecycle across distributed locations, ensuring effective coordination between finance, operations, and IT teams.

The ideal candidate brings a strong background in traditional OTC processes and experience managing projects that support complex revenue models involving multiple stakeholders, funding sources, and operational entities.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Accounting, Information Systems, or a related field
• 6–8 years of experience in Project Management or Process Ownership roles with strong exposure to Order to Cash or revenue cycle operations
• Experience managing cross-functional projects involving finance, operations, and IT teams
• Strong understanding of OTC processes including billing, collections, cash application, and revenue management
• Experience working with enterprise systems supporting finance and operations (ERP, CRM, billing platforms, workflow systems)
• Excellent communication and stakeholder management skills with the ability to translate business needs into technical requirements
• Strong analytical and problem-solving abilities with a focus on process improvement and operational efficiency
• Proficiency with project management tools such as MS Project, Jira, Azure DevOps, Smartsheet, and standard productivity tools

Requirements

• Coordinate with OTC team leaders, process owners, and key users to address operational challenges across multiple locations
• Serve as a liaison between business stakeholders and IT teams supporting ERP, billing, CRM, and related financial systems
• Oversee enhancements and system updates related to OTC processes, ensuring compliance with financial, tax, and regulatory requirements
• Translate business requirements into clear technical requirements for system enhancements and process improvements
• Act as the subject matter expert for initiatives impacting OTC processes, including new programs, pricing models, and payment methods
• Support governance and standardization of core OTC activities including order/enrollment capture, billing, invoicing, funding management, cash application, and reconciliation
• Develop project plans, coordinate cross-functional teams, and manage timelines and deliverables
• Document process changes and establish governance structures, including roles and responsibilities
• Identify opportunities for operational improvement, including automation and process optimization
• Coordinate with IT and other project managers to align dependencies across related initiatives (finance systems, CRM, operational platforms)
• Provide regular project updates and progress reporting to stakeholders and leadership
• Drive change management efforts including stakeholder communication, training, and adoption of new processes
• Implement and monitor KPIs to track process performance and ensure data integrity across the OTC lifecycle

Company Description

Technologent is a Global Provider of Edge-to-Edge℠ Information Technology Solutions and Services for Fortune 1000 and SMB companies. We offer a unique blend of business practices that are aligned to solve for top CIO concerns. Our core competencies focus on data center infrastructure, business continuity, data protection, service automation and orchestration, continuous intelligence, monitoring, connectivity, collaboration and cybersecurity.

These practices are supported by our professional services, digital transformation services and financial services offerings. By providing custom solutions and services designed to fit your business needs, we enable your organization to be more agile, responsive and competitive. Technologent empowers your company to ascend to the next level in IT.

Headquartered in Irvine, CA, Technologent has offices throughout the US and proudly serves clients around the world. When partnering with Technologent, organizations benefit from the highest caliber of professionals, committed to delivering exceptional business outcomes backed by unmatched service and support.