Managed Services Transition Manager – Complex Programs

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The Managed Services Transition Manager leads the day-to-day execution of complex large-scale client transitions into Baker Tilly Managed Services.

Working closely with the Transition Leader client stakeholders Delivery Leaders technology workforce functional teams incumbent providers and third parties this role translates the agreed transition strategy and target operating model into a stable scalable and high-performing operation.

This is a hands-on leadership role responsible for execution from mobilization through knowledge transfer readiness go-live stabilization and formal handoff into steady-state operations.

Success is not defined simply by completing the transition plan on time. It is defined by whether the operation is ready to perform business continuity is protected service expectations are measurable controls operate effectively and the Delivery Leader can confidently assume ownership.

Key Responsibilities

Transition Planning & Execution

• Translate the approved solution and transition strategy into an integrated execution plan with critical paths milestones transition waves dependencies and decision gates.
• Coordinate execution across client Baker Tilly delivery technology workforce training functional and third-party teams.
• Manage activities from mobilization through knowledge transfer OJT service rehearsal cutover go-live and stabilization.
• Identify opportunities to accelerate transition through sequencing and parallel execution without compromising quality controls or business continuity.
• Proactively identify and resolve risks and cross-functional dependencies that may affect operational readiness.

Solution-to-Transition Validation

• Validate the agreed scope delivery model service assumptions responsibilities dependencies and client commitments during mobilization.
• Identify gaps between the designed or sold solution and operational reality early in the transition.
• Work with the Transition Leader and Delivery Leader to resolve material gaps before they affect service delivery.
• Confirm that staffing technology controls workflows and client dependencies support the intended operating model.

Knowledge Transfer & Operational Readiness

• Develop and manage structured knowledge capture and transfer plans with client SMEs incumbent providers and Baker Tilly delivery teams.
• Coordinate process walkthroughs shadowing reverse shadowing documentation training OJT and competency validation.
• Ensure critical processes exceptions controls judgment points dependencies and institutional knowledge are captured before responsibility transitions.
• Track training completion competency assessments and resource readiness.
• Establish measurable entry exit and operational readiness criteria for each transition wave.
• Lead readiness assessments and provide evidence-based recommendations for go/no-go decisions.

Technology Data & Automation Readiness

• Coordinate readiness across systems user access security environments integrations workflows reporting and data.
• Ensure technology dependencies and contingency plans are understood and addressed before transition milestones are approved.
• Ensure agreed automation analytics and AI capabilities are incorporated into transition planning and future workflows with appropriate controls ownership and human oversight.
• Establish a prioritized improvement backlog for opportunities that should be implemented during stabilization or steady-state operations.

Governance Risk & Controls

• Establish and manage transition governance including workstream reviews readiness reviews and executive reporting.
• Maintain integrated RAID dependency decision and change-control disciplines.
• Surface emerging operational financial technology workforce security compliance and client risks early and drive mitigation to resolution.
• Ensure business continuity control compliance and audit requirements are incorporated into transition readiness.
• Provide concise decision-oriented reporting with clear ownership escalation and recommended actions.
• Ensure progression is based on demonstrated readiness not simply the project timeline.

Cross-Functional Coordination

• Serve as the primary day-to-day transition liaison across client teams Baker Tilly delivery teams incumbent providers and third parties.
• Coordinate technology workforce training process and control readiness across multiple workstreams.
• Align staffing and resource onboarding with transition-wave requirements.
• Manage interdependencies across people process technology data controls and governance.
• Ensure the Delivery Leader is actively involved throughout transition and prepared to assume service ownership.

Commercial & Scope Discipline

• Understand the Managed Services solution transition assumptions contractual commitments and scope.
• Monitor transition effort resource needs costs and scope against agreed assumptions.
• Identify material scope changes or deviations early and support the Transition Leader in change-control and commercial decisions.
• Balance transition speed with client commitments quality risk and delivery feasibility.

Stabilization & Steady-State Handoff

• Lead stabilization and hypercare until agreed operational acceptance and performance criteria are consistently achieved.
• Ensure unresolved transition issues have clearly defined owners actions and timelines.
• Establish SLA KPI OLA volume and quality baselines for ongoing operations.
• Coordinate formal handoff to the Delivery Leader including governance metrics risks client commitments and the continuous-improvement backlog.
• Capture lessons learned and incorporate them into Baker Tilly transition methodologies and playbooks.

Key Deliverables

• Integrated transition and wave plan
• Validated operating model and RACI
• Governance and decision framework
• Knowledge transfer and competency plan
• Operational readiness and service acceptance criteria
• Technology data and resource readiness tracking
• SLA KPI and OLA baseline
• RAID dependency and decision logs
• Scope and transition economics tracking
• Executive transition dashboard
• Go-live and stabilization plan
• Continuous-improvement and automation backlog
• Formal steady-state handoff and operational acceptance

Experience & Qualifications

• Five (5) plus years of experience in managed services transition management transformation shared services BPO GBS or complex operational programs.
• Demonstrated experience leading large multi-workstream transitions involving multiple stakeholders functions locations and geographies.
• Experience transitioning Finance & Accounting HR payroll application support or other back-office functions into managed services environments strongly preferred.
• Experience with vendor-to-vendor transitions global delivery captive or shared-services migrations carve-outs or complex operating-model changes preferred.
• Strong experience with knowledge transfer operational readiness service rehearsal cutover stabilization and steady-state service management.
• Demonstrated ability to manage integrated plans dependencies scope risks and executive governance.
• Working knowledge of SLAs KPIs OLAs controls business continuity and service-management disciplines.
• Experience working in technology-enabled automated or AI-enabled operating environments preferred.
• PMP PRINCE2 Agile Six Sigma or relevant service-management certification beneficial but not required.