Order to Cash Supply Planning Process Director

Location: Westerville OH Onsite
Reports to: VP SIOP
Department: Operations

Role Summary
The Order to Cash (OTC) Supply Planning Process Leader will own the end-to-end design implementation standardization and continuous improvement of the OTC process across five global regions and multiple business units covering diverse business models such as high-volume SKU-based Configure-to-Order (CTO) and Engineer-to-Order (ETO). This role is pivotal in implementing an AI-driven highly automated OTC ecosystem that seamlessly interoperates with adjacent processes (SIOP NPDI P2P Opportunity-to-Order) while meeting the differentiated needs of Global Strategic Accounts (GSAs) SMEs and all Vertiv customers. The Process Leader will ensure cross-functional collaboration robust program governance and measurable performance improvement across all OTC stages from order capture and configuration through fulfillment invoicing collections and dispute management. More specifically the core focus will be on material planning capacity planning supplier forecast supplier purchase order management.

Key Responsibilities

Program Leadership and Strategy

• Design and implement a globally harmonized Supply Planning process architecture that supports SKU CTO and ETO business models ensuring clear process variants decision rules and standard work for each model.
• Develop and execute the global OTC transformation strategy aligned with business objectives customer segmentation and the integration roadmap with SIOP NPDI P2P and Opportunity-to-Order processes.
• Identify prioritize and lead OTC automation and AI initiatives (e.g. RPA for order entry credit checks billing; predictive analytics for demand promise dates and payment behavior) ensuring scalability across regions and business units.

Stakeholder Management and Cross-Functional Coordination

• Collaborate with Sales Finance IT Operations Procurement and Legal to ensure OTC process designs are fully integrated with CRM ERP CPQ and supply chain planning systems and reflect customer compliance and operational requirements.
• Act as the global point of contact for regional and business-unit Supply Planning leaders driving alignment on process design master data standards and interfaces with SIOP NPDI P2P and Opportunity-to-Order.
• Lead training communication and change management activities to embed new OTC ways of working leveraging structured methodologies and clear role/responsibility definitions across regions.

Process Optimization and Continuous Improvement

• Drive Lean and Six Sigma-based process improvement initiatives to reduce order cycle time improve order accuracy (including configuration and BOM accuracy for CTO/ETO) increase first-time-right invoicing and enhance customer experience.
• Define monitor and act on a comprehensive OTC KPI framework (e.g. DSO order-to-invoice lead time invoice accuracy automation rates dispute rates cash application accuracy) using data and analytics to identify bottlenecks and prioritize improvements.
• Implement a structured continuous improvement pipeline and governance (Kaizen events root cause analysis control plans) to ensure sustainable benefits and process stability across all regions and business units.

Program Governance Integration and Compliance

• Establish and lead Supply Planning governance forums to review performance manage the global process and solution roadmap and ensure consistency of design and execution across regions and business models (SKU CTO ETO).
• Ensure robust interoperability and integration between OTC and SIOP NPDI P2P and Opportunity-to-Order processes and systems enabling accurate demand signals capacity planning product introduction and procurement alignment.
• Manage program budget resources risks and timelines ensuring cost-effective delivery and compliance with corporate policies financial controls and regional regulatory requirements (tax trade data privacy).

Qualifications and Experience

Education

• Bachelors degree in Business Supply Chain Management Industrial Engineering Finance or related field.
• Masters degree or MBA preferred ideally with a focus on operations supply chain or digital transformation.

Experience

• Minimum 10 years in Order to Cash supply chain manufacturing or related end-to-end process transformation roles within a manufacturing or industrial company.
• Proven experience designing and implementing global OTC processes across multiple regions and business units including exposure to SKU-based CTO and ETO environments.
• Track record of leading large-scale digital and automation programs (e.g. ERP/CRM/CPQ transformations RPA AI/analytics) across complex organizations.

Skills and Competencies

• Deep knowledge of OTC best practices including credit management order management fulfillment billing collections and dispute resolution with strong understanding of interfaces to SIOP NPDI P2P and Opportunity-to-Order.
• Strong Lean and Six Sigma expertise with hands-on experience applying these methodologies to drive measurable improvements in OTC performance and customer satisfaction (certification preferred).
• Exceptional program and project management skills including stakeholder management at executive level change management and benefits realization tracking.
• Solid understanding of enterprise systems (ERP CRM CPQ finance platforms) and data structures relevant to OTC with the ability to partner effectively with IT to design integrated scalable solutions.
• Excellent communication influencing and leadership capabilities with the ability to navigate a matrixed multi-region multi-business-unit environment.

OUR CORE PRINCIPALS:Safety Integrity Respect Teamwork Diversity & Inclusion.

OUR STRATEGIC PRIORITIES:

Customer Focus

Operational Excellence

High-Performance Culture

Innovation Financial Strength

OUR BEHAVIORS

Own It

Act With Urgency

Foster a Customer-First Mindset

Think Big and Execute

Lead by Example

Drive Continuous Improvement

Learn and Seek Out Development

Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring terms of employment mobility training compensation and occupational health without discrimination as to age race color religion creed sex pregnancy status (including childbirth breastfeeding or related medical conditions) marital status sexual orientation gender identity / expression (including transgender status or sexual stereotypes) genetic information citizenship status national origin protected veteran status political affiliation or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position you can request help by sending an email to If you are interested in applying or learning more about this role please visit the companys career page located on Authorization

No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E F-1 H-1 H-2 L B J or TN or who need sponsorship for work authorization now or in the future are not eligible for hire.

#LIN-JT1