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About the Role
RSM Consulting is seeking a Director to serve as Business Transformation Lead on integrated Customer & Growth transformations. This pivotal business-side leadership role focuses on transforming the commercial organization to realize growth or deal theses, with success measured by successful business change.
Responsibilities
- Own the future-state commercial operating model, including coverage, segmentation, territory and account structures, sales and service roles, marketing-to-sales handoffs, deal desk and pricing authority, and target end-state for acquired or separated entities.
- Design end-to-end processes across the revenue cycle: lead to opportunity, quote to cash, pricing and discount approval, renewal and retention, and post-close integration or separation of commercial operations.
- Define organization, role, incentive, and capability implications, including changes to compensation design, quota structures, and performance management.
- Own decision rights for pricing and discount authority, deal governance, customer data ownership, and integration or separation decision forums.
- Maintain traceability from the deal thesis or growth business case through operating-model changes, process changes, backlog priorities, adoption outcomes, and realized revenue and margin benefits.
- Own Human-Centered Design (HCD) as a funded workstream, focusing on the jobs-to-be-done of sellers, sales leaders, pricing analysts, service agents, and end customers.
- Build personas and journey maps for internal users and customer experience to drive requirements.
- Prototype and test selling, quoting, and service workflows with commercial users before build.
- Use early demonstrations of the future selling and insight experience to build commercial-leadership confidence.
- Own Organizational Change Management (OCM) as a funded workstream, including leader alignment, stakeholder analysis, communications, resistance management, role-based enablement and training, and readiness scoring.
- Baseline adoption targets tied to benefits realization, such as pipeline hygiene, forecast accuracy, quote cycle time, discount-policy compliance, cross-sell attach, customer-data completeness, and retention.
- Manage resistance dynamics specific to commercial change, including autonomy, compensation anxiety, customer-relationship ownership, and cultural collision/retention risk in M&A contexts.
- Sustain business continuity during transformation.
- Lead weekly backlog refinement and own product backlog integrity and value mapping, connecting growth drivers and synergy targets to requirements, features, adoption outcomes, and measurable benefits.
- Participate in sprint feature reviews and system demonstrations, evaluating increments against making revenue-generating work faster and better.
- Participate in increment planning and Inspect & Adapt retrospectives, testing outcomes against client drivers.
- Ensure outcome milestones, including synergy capture and commercial-readiness, are tracked alongside technical and delivery milestones.
- Serve as the bridge to executive confidence for CEOs, chief commercial and revenue officers, CMOs, corporate development leaders, and private equity sponsors.
- Escalate issues early with recommended actions, especially when transaction timelines, TSA exit dates, or synergy commitments are at risk.
- Plan for complexity, including deal-driven deadlines, confidentiality constraints, dual operating models, third-party friction, and key-person/retention risk.
- Provide in-person presence for large, sensitive, or transaction-driven transformations.
- Contribute to the growth of RSM’s Total Consulting transformation capability with reusable methods.
- Mentor and develop managers and senior associates across commercial process, enablement, and change workstreams.
- Support pursuits, proposals, and thought leadership, shaping scope and change-workstream sizing.
- Maintain strong attention to engagement economics within workstreams.
Requirements
- Bachelor’s degree.
- 10+ years of consulting or advisory experience, including significant experience leading business-side transformation across commercial, customer, or transaction-driven programs.
- Demonstrated ownership of future-state commercial operating model and end-to-end revenue-cycle process design.
- Demonstrated ownership of change and adoption as a funded workstream with baselined adoption targets tied to revenue and margin benefits.
- Experience operating in a fixed Agile or scaled-Agile cadence, including backlog ownership, weekly refinement, and sprint demonstrations with an active client Product Owner.
- Strong executive presence with commercial executives, boards, and private equity sponsors.
- Commitment to responsible AI use with a human in the loop and human accountability for all client-facing judgments and outputs.
- Willingness and ability to travel as needed, generally 50% or more given transaction-driven work, with in-person presence on large programs.
- MBA or advanced degree.
- Experience with private equity and portfolio-company environments, including post-merger integration, carve-out, and separation programs.
- Experience with commercial platform enablement and customer data or insight platforms, from a business-adoption rather than technical-build perspective.
- Experience designing pricing governance and sales incentive or coverage models.
- Prosci/ADKAR change certification; design-thinking credentials; SAFe Agilist or equivalent Agile certification.
Skills
- Business Transformation
- Customer & Growth Transformations
- M&A Value Acceleration
- Commercial Excellence / Front Office
- Strategy & Growth Advisory
- Pricing & Revenue Optimization
- Customer Data & Insight Platform
- New Business / Product Incubation
- Transaction Advisory & Due Diligence
- Carve-out, Separation & Integration (PMI)
- Commercial Operating Model Design
- Revenue Cycle Process Design
- Human-Centered Design (HCD)
- Organizational Change Management (OCM)
- Agile Methodologies
- Backlog Management
- Executive Presence
- Responsible AI Use
Location
- Hybrid
Work Type
- Hybrid
- Full-time
Experience Level
- Director
- 10+ years of consulting or advisory experience
Education Level
- Bachelor's degree
- MBA or advanced degree
Salary/Compensations
- $134,000 - $269,000
- Discretionary bonus based on firm and individual performance
Benefits
- Competitive benefits and compensation package
- Total rewards program
About the Company
- Leading provider of professional services to the middle market globally.
- Purpose: to instill confidence in a world of change, empowering clients and people to realize their full potential.
- Exceptional people are key to unrivaled culture, talent experience, and client engagement.
- Environment inspires and empowers thriving personally and professionally.
Equal Opportunity
- RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
- Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.
- RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.
- RSM will consider for employment qualified applicants with arrest or conviction records.
- RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders).