Global Process Owner - Opportunity to Order

Vertiv Group•Westerville, OH

About The Position

The Global Process Lead for Opportunity to Order (OTO) is an end-to-end process expert responsible for designing, optimizing, and governing the OTO value stream across all regions (AMER, EMEA, and APAC). This role drives process standardization from opportunity creation through order booking, ensuring seamless integration with adjacent value streams including Order to Cash (O2C), SIOP, NPDI, and Source to Pay (S2P). This leader serves as the primary liaison between the TEO organization and business execution teams for the OTO value stream. Owning the global process blueprint, enabling regional alignment, and partnering with Digital/Technology teams to deliver scalable, system-enabled process solutions that improve quote cycle times, order accuracy, and commercial velocity.

Requirements

Bachelor's degree in Business, Process Engineering, Supply Chain, or related field
8+ years of experience in process management, business transformation, or operations within a global manufacturing or critical infrastructure environment
Deep expertise in Opportunity to Order, Lead to Order, or Quote to Cash end-to-end processes
Proven experience designing and deploying global process blueprints across multiple regions and ERP/CRM platforms
Strong understanding of Engineered to Order (ETO) and Configured to Order (CTO) business models
Demonstrated ability to lead cross-functional teams and influence stakeholders without direct authority
Experience with process mapping methodologies (L2–L4), RACI development, and SOP authoring
Familiarity with Lean, Six Sigma, or continuous improvement frameworks
Proficiency with enterprise systems such as Oracle, Salesforce, or equivalent CRM/ERP platforms

Nice To Haves

Experience with Agile practices in large-scale enterprise transformation programs
Background in power management, data center infrastructure, or critical infrastructure industries
Experience with AI- or analytics-driven process optimization and touchless processing initiatives
Prior experience in a Global Process Owner, Process Integration Lead, or O2C Program Lead capacity
Experience with process mining tools (e.g., Celonis) for OTC process analysis
PMP or equivalent project/program management certification

Responsibilities

Own the global blueprint for the OTO process, including L2, L3, and L4 process maps spanning Create Opportunity, Create Quote, and PO Validation process groups — ensuring designs are fit-for-purpose across ETO and CTO business models.
Partner with Sales, Engineering, Operations, Finance, Procurement, and Project Management to define roles, responsibilities, and handoffs (RACI) across the full OTO lifecycle.
Identify pain points, reduce lead times, and drive measurable improvements in process efficiency, data quality, and customer experience — targeting reductions in quote cycle time and improvements in order conversion rates.
Draft and maintain Standard Operating Procedures (SOPs) and Job Aids governing the OTO process, with clear focus on system-specific execution steps, data origins, and critical handoff points.
Coordinate with Regional Process Leaders across AMER, EMEA, and APAC to ensure consistent global adoption while accommodating legitimate regional requirements and compliance obligations.
Collaborate with Digital and Technology teams to ensure OTO processes are enabled through enterprise systems (ERP, CRM, configurators) and proactively identify integration gaps affecting process performance.
Partner with OCM leads to design and deliver training, communications, and adoption plans that embed new ways of working effectively across all business units and geographies.
Define and track OTO KPIs including quote cycle time, win rate, order accuracy, and opportunity-to-order conversion metrics — demonstrating measurable business value against approved targets.
Serve as the primary interface between the TEO organization and business execution teams for the OTO value stream, building trust and alignment with stakeholders from executive sponsors to frontline operators.
Support integration with adjacent value stream leads (OTC, NPDI, S2P, SIOP) to ensure cross-stream consistency, shared data standards, and aligned process handoffs across the enterprise.