The Front Office Transformation Supervisor supports client engagements focused on improving sales, service, customer success, revenue operations, and customer experience functions. This role is responsible for driving workstream execution, facilitating client discussions, developing practical recommendations, and managing consultants through day-to-day delivery. The ideal candidate brings strong consulting fundamentals, front office business process knowledge, and the ability to translate client needs into actionable solutions.
Key Responsibilities
- Lead workstreams within front office transformation projects, including current-state assessment, future-state design, process improvement, and implementation readiness.
- Facilitate client workshops, stakeholder interviews, and working sessions to gather requirements, validate findings, and align on recommended solutions.
- Develop client-ready deliverables, including process maps, operating model recommendations, roadmaps, business cases, status updates, and executive summaries.
- Support transformation initiatives across areas such as lead-to-cash, CRM transformation, revenue operations, customer lifecycle management, sales enablement, customer success, and service operations.
- Coordinate project activities, timelines, risks, dependencies, and action items to keep workstreams on track and ensure quality delivery.
- Partner with functional and technical teams to ensure business requirements are clearly documented and aligned to intended outcomes.
- Coach consultants and senior consultants by providing day-to-day guidance, reviewing work products, and supporting professional development.
- Contribute to proposal support, solution development, reusable assets, and practice growth initiatives as needed.
- Front Office Transformation Delivery will include supporting clients across one or more of the following areas:
- Lead-to-Cash Transformation
- Revenue Operations (RevOps)
- Customer Lifecycle Management
- Sales Process Optimization
- Commercial Operating Model Design
- CRM Transformation
- Sales Enablement
- Revenue Lifecycle Management
- Customer Success Transformation
- Service Operations Optimization
Required Qualifications
- 5+ years of consulting, business transformation, operations improvement, revenue operations, commercial strategy, CRM, customer success, or related front office experience.
- Experience supporting or leading client-facing transformation workstreams from discovery through design, planning, and implementation readiness.
- Strong understanding of front office business functions such as sales, marketing, customer success, service, revenue operations, and commercial operations.
- Ability to analyze business processes, identify gaps, develop recommendations, and connect improvements to measurable business outcomes.
- Strong communication, facilitation, presentation, and stakeholder management skills.
- Experience managing deliverables, priorities, timelines, risks, and project team coordination in a client service environment.
- Ability to coach junior team members and review deliverables for accuracy, clarity, and quality.
- Bachelor’s degree in business, management, technology, operations, or a related field.
- Ability to travel up to 50% of the time
Preferred Qualifications
- Experience with CRM, sales enablement, CPQ, revenue intelligence, service, or customer success platforms such as Salesforce, Microsoft Dynamics 365, HubSpot, ServiceNow, or similar tools.
- Technology, software, SaaS, recurring revenue, or high-growth business model experience.
- Experience supporting RFPs, proposals, pursuit materials, or go-to-market offerings.
- Familiarity with AI-enabled productivity tools, automation
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at .
At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $94,400 - $178,800
Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.