Six Sigma Consultant – Sales & Finance Operations (Order-to-Cash)

We are seeking a highly skilled Six Sigma Consultant with hands-on experience in Sales Operations or Finance Operations to lead a project aimed at optimizing and streamlining our Order-to-Cash (O2C) process. The project focuses primarily on improving the Sales Order Processing workflow, tightening bookable order criteria, and ensuring seamless data transfer between Sales and Finance functions. You will work cross-functionally with stakeholders from Sales, Finance, and Operations to diagnose inefficiencies, implement process improvements, and drive measurable outcomes that enhance revenue recognition accuracy, processing speed, and team alignment.

Key Responsibilities:

• Lead process improvement efforts within the Order-to-Cash value chain, focusing on Sales Order creation through to revenue recognition.
• Review and streamline Sales Order Processing, including approval workflows, data quality checks, and compliance with bookable order standards.
• Define and implement controls to ensure smooth handoff between Sales and Finance teams, reducing rework and manual interventions.
• Analyze existing workflows to identify pain points, inefficiencies, and bottlenecks.
• Utilize Lean Six Sigma methodologies (DMAIC, root cause analysis, value stream mapping, etc.) to design and deliver measurable improvements.
• Standardize and document end-to-end order processing procedures and business rules.
• Collaborate with IT and systems teams to recommend changes or automation to improve process flow.
• Set up KPIs and dashboards to monitor process health and highlight continuous improvement opportunities.
• Provide training, change management, and stakeholder alignment throughout the engagement.

Ideal Candidate Profile Qualifications:

• Lean Six Sigma Black Belt or Green Belt certification (required).
• 7+ years of experience in process improvement, consulting, or operations transformation roles.
• Background in Sales Operations, Revenue Operations, or Finance Operations in a B2B environment (required).
• Proven experience improving end-to-end Order-to-Cash processes, including integration with CRM (e.g., Salesforce) and ERP systems (e.g., SAP, Oracle, NetSuite).
• Strong data analysis and process mapping capabilities.
• Excellent communication and stakeholder management skills across business and technical teams.
• Self-starter with the ability to work independently and deliver high-quality outcomes on tight timelines.

Project Scope Highlights:

• Improve Bookable Order accuracy and reduce order fallout.
• Ensure complete and correct order information is captured at point of sale.
• Enhance automation and standardization between Sales CRM and Finance ERP systems.
• Define scalable, future-proof process frameworks for Order Management and Revenue Operations.