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Business Lead - Technology Modernization- Service
Holt Group
Leads ERP modernization for a service value stream, aligning business goals and managing change.
2d ago
Expert & Leadership (13+ years)
Full Time
San Antonio, TX
Office Full-Time
Company Size
3,753 Employees
Service Specialisms
Industrial & Commercial
Energy
Technology
Training & Development
Sector Specialisms
Industrial
Commercial
Energy
Technology
Training & Development
Role
What you would be doing
erp delivery
value stream
process improvement
change management
stakeholder management
finance ops
- Defines the success metrics for the value stream and demonstrates user engagement, behavior change, and value to clients and internal partners.
- Collaborate with key internal/external resources.
- Identify and resolve issues that may negatively impact a project or project deliverables. Seeks innovative ways to remove project obstacles.
- Aligns with Project Manager and Principal Business Lead to ensure external partners and vendors provide services to align with the value stream’s needs. Escalates promptly if timeline and milestones are not met.
- Finance operations, including General Accounting, Accounts Payable, Accounts Receivable, Credit & Collections, Financial marketing, Sales Support/Machine Invoicing.
- Always works safely and adheres to all applicable safety policies; complies with all company policies, procedures, and standards.
- Hires, develops, evaluates, and influences effective and consistent productivity and teamwork to ensure the delivery of Legendary Customer Service (LCS).
- Fosters collaboration with departments such as Parts, Service, Equipment/Asset Operations, HR, Data, and IT to ensure the value stream addresses the diverse needs of the business.
- Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission.
- Identifies unarticulated ERP business needs and coordinates between stakeholder groups to address them.
- Identifies opportunities for business process improvements by evaluating workflows and operational efficiencies. Promotes initiatives that enhance decision-making, eliminates waste, and creates operational efficiencies.
- Collaborates with business stakeholders and Subject Matter Experts to grasp the business strategy and vision, then crafts, refines, approves, and prioritizes features to deliver effective, compliant solutions that balance investment costs with business value.
- Takes ownership to ensure new ERP solutions are delivered successfully.
- Oversees the value stream and related workstreams within the ERP Project, ensuring that it stays on track, within budget, and delivers value to the organization. Monitor progress, manage resources effectively, and resolve any issues that arise in collaboration with other project resources.
- This position may direct and manage employees within an assigned department or value stream. Responsibilities include, but are not limited to interviewing, hiring, and training employees; planning, assigning, and directing work; coaching and development; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
- Builds and maintains strong relationships with key stakeholders across the business. Provides regular updates on value stream progress, manages expectations, and ensures that project leadership and business units are fully informed and engaged throughout the project.
- Leads the ERP project value stream by aligning it with the implementation’s broader business goals. Collaborates with project leadership to support the vision, objectives, and scope of the project to support growth and operational excellence.
- Ensures that employees are properly trained and equipped to leverage new systems and processes. Participates in training program creation to maximize employee engagement and system utilization.
- Conducts discovery sessions, gathers requirements, creates process maps, performs analysis, identifies root causes to issues, QA tests, validates data, and creates functional documentation. Supervises Business Analysts when they execute these activities.
- Service operations, including Machine and PSD Shop and Field execution.
- Facilitate change management between IT and business partners, acting as an emissary.
- Participate in ongoing self-development.
- This role routinely uses standard office equipment such as computers, phones, photocopiers, and conference room AV/video equipment.
- Evaluates information to form metrics for customer/business partner software product usage, customer behavior, or other business metrics, and solicits and embraces feedback from others.
- Supports change-management efforts to ensure the successful adoption of new processes and systems across the value stream. Executes strategies to engage employees, address resistance, and drive successful transitions.
- Ensures the maximization of investment and capabilities of the purchased or proprietary software products supporting his/her value stream.
- This role constantly uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
- Performs problem solving and prototype new procedures for the purpose of enhancing ERP business processes, operations, and information process flow.
What you bring
7+ years
process improvement
project management
bachelor's
leadership
communication
- Ability to execute in a fast paced, rapid iteration environment while balancing multiple priorities.
- Proven experience as a highly collaborative liaison between multiple departments.
- Demonstrates strong working knowledge of the Service value stream across key workstreams, including Machine and PSD Shop and Field service execution and operations functions such as work order management, scheduling, maintenance solutions, rebuild processes, component handling, standard jobs execution, and CAT support.
- Minimum of 7 years of value stream experience strongly preferred.
- Ability to focus on business value results, rather than solutions. Results and value oriented
- Detail-oriented individual with the ability to rapidly learn and take advantage of new concepts, business models, and technologies.
- Minimum of 7 years of experience in process improvement, business operations, and/or project management.
- Valid driver’s license required.
- This role frequently communicates with others, must be able to exchange accurate information in these situations
- Ability to make trade-off decisions between possible and desirable, which requires a good sense of what is technically feasible.
- Possesses foundational understanding across related functions including Accounts Payable, Accounts Receivable, Credit and Collections, Financial Marketing, Procurement, Sales Support/Machine Invoicing, Tax and Audit.
- Ability to work effectively with internal and external stakeholders in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are required
- Ability to communicate, pitch, and evangelize product features, and product strategy to both a technical and non-technical audience with ease.
- Experience in managing multiple priorities and delivering results in fast-paced environments.
- Bachelor’s degree in Business Administration, Management, Accounting, Information Technology or a related field.
- Ability to liaise between IT and business stakeholders to ensure collaboration and coordination. Highly organized. High energy, stamina, and enthusiasm.
- Ability to stay focused and thrive in a fast-paced, high-energy, challenging environment where there are multiple competing priorities daily.
- Excellent communication skills with the ability to present complex concepts into simplified solutions in a straightforward and understandable manner to multiple stakeholders
- Demonstrates strong working knowledge of the value stream with deep expertise. Possesses foundational understanding across related functions.
- Up to 30% and overnight travel may be expected.
- Effective at influencing and convincing others into action yet able to also be a collaborative team member.
- Frequently works at fast pace with unscheduled interruptions.
- Demonstrates strong working knowledge of the Finance value stream with deep expertise in General Accounting and Financial Reporting.
- Ability to identify high value activities that will bring ROI or differentiate our business from that of our competitors.
- Consistently demonstrates high emotional intelligence, resiliency and the ability to work well under pressure; must be agile and comfortable with change
- Strong problem-solving skills and the ability to navigate challenges effectively.
- Be comfortable working in a matrix environment and foster motivation within the project team to meet tight deadlines. Ability to inspire individuals and teams to achieve success.
- Exceptional leadership and people management skills, with the ability to motivate and guide teams.
- Strong ability to influence decision-makers and lead teams toward shared objectives.
Information not given or found
Training + DevelopmentInformation not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
Company
Overview
$1.5B Annual Revenue
Generating Revenue
The company generates over $1.5 billion from heavy equipment sales, service, technology, training, and consulting.
55,000 Acres
Wildlife Preserve Management
Overseeing extensive wildlife preserves with integrated solar installations across multiple facilities.
- Founded nearly a century ago as a family‑owned machinery business.
- Today it operates the largest Caterpillar dealership in the U.S. alongside brands spanning rentals, truck centers, cranes, aerial systems, industrial systems, and renewables.
- Its project portfolio includes large‑scale construction equipment deployments, power and energy infrastructure, and integrated technology systems.
- Specializing in industrial machinery, energy solutions, advanced technology platforms, training programs, and renewable energy projects.
- We maintain the highest standards of professionalism and ethics.
- We deliver exceptional value by exceeding expectations.
- We foster teamwork and open communication across all levels.
- We encourage creative solutions and continuous improvement.
- We take responsibility for our actions and results.
Net Zero by 2050
Net Zero Target Year
Aiming to achieve net zero emissions by the year 2050.
- Focus on reducing carbon footprint through operational efficiencies and green technology.
- Initiatives include energy-efficient buildings, renewable energy sourcing, and waste reduction.
- Ongoing investment in sustainable infrastructure to support long-term environmental goals.
- The organization is committed to fostering a culture of inclusion and belonging.
- Strategic focus on increasing gender diversity at all levels.
- The company tracks and measures progress towards diversity goals.
- Programs designed to support underrepresented groups in leadership roles.
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