Bridge Plan Project Manager

Introduction to Avantiico:

Avantiico is a business automation company and Microsoft Partner delivering integrated Microsoft Cloud solutions for Sales, Finance, Supply Chain and Customer Service. With purpose-built 3PL Billing Automation and 3PL WMS solutions for Microsoft Dynamics 365 Finance and Supply Chain®, Avantiico serves the needs of next generation enterprise fulfillment and supply chain organizations. Avantiico's Multicompany Automation solution supports all industries, including Shared Services functions, centralized franchise account, and multi-company businesses. It is aimed at empowering enterprise businesses to improve accounting productivity, increase accuracy and financial closing velocity.

The services offered by Avantiico range from enabling SMB and Enterprise Businesses in their software selection process, readiness, implementing Microsoft Solutions, providing “Live Services” to clients, and driving user adoption in our client’s teams. Avantiico serves clients across time-zones, industries and business models including public traded, public sector and privately held businesses. All Avantiico solutions are natively built on the Microsoft Cloud architecture and made for Microsoft Dynamics 365®. Learn more about Avantiico, Careers or Solutions at www.Avantiico.com. Avantiico is a Great Place to Work©.

Job Summary

As a Bridge Plan Project Manager at Avantiico, you will be responsible for overseeing small to mid-sized customer engagements (typically 75–250 hours) that often serve as a client’s first interaction with Avantiico. These engagements include solution takeovers, Microsoft Solution feature remediation, performance improvements, and training initiatives. Your role blends billable project management, solution scoping, and early relationship development that lays the foundation for long-term client success.

This position requires strong project delivery acumen and the ability to guide engagements from kick-off to scoping and planning through execution and closure. A key aspect of the role is ensuring a structured transition of clients into longer-term Avantiico service models, such as Managed Services, ongoing project delivery, or ISV solution adoption (e.g., 3PL Billing Automation, Data Migration Accelerator, Multi-Company Automation).

This will be a work-from-home position, based in Southern California, when not on-site for customer engagements, projects or Company events. This position has a 25% annual travel expectation.

Duties & Responsibilities

Project Delivery & Execution

• Lead planning, scheduling, resource coordination, onboarding and execution of bridge plan projects and clients.
• Manage project budgets, timelines, and deliverables with a focus on predictable, high-quality outcomes.
• Track and report on engagement progress, escalating risks and issues while ensuring timely resolution.
• Ensure smooth handoffs into Managed Services or larger project teams when appropriate.

Client Engagement & Relationship Management

• Act as the project delivery owner for new and select existing clients.
• Serve as the primary point of contact during bridge plan engagements, ensuring project clarity, responsiveness, and delivery quality.
• Build trust by addressing customer pain points, identifying solution requirements, and ensuring successful resolution of initial needs.

Technical & Solution Alignment

• Cross team collaboration with Consulting (such as with Solution Architects) and Avantiico Sales, to validate scope and align project delivery to customer requirements.
• Aggregate and frame knowledge of Microsoft Dynamics 365 (Finance, Supply Chain, and Company ISV solutions) to frame solutions that meet business objectives.
• Communicate technical capabilities and business value to both technical and non-technical stakeholders.

Cross-functional Collaboration

• Partner with Sales and Customer Success team on work order scopingincluding proposal development and Statement of Work (SOW) creation, and estimates.
• Collaborate with Avantiico Services Management, Project Managers, and Managed Services to align delivery planning, resource needs, and skillsets.
• Support internal knowledge transfer and project continuity by documenting requirements, risks, and delivery artifacts.

Governance & Standards

• Enforce project delivery methodologies and contribute to the refinement of Avantiico’s delivery standards and consulting practices.
• Ensure engagements follow agreed frameworks for scope, budget, and communication.
• Identify opportunities to improve delivery efficiency, project handoffs, and client satisfaction.

Continuous Learning & Development

• Stay up to date on Microsoft Dynamics 365 Finance and Supply Chain Management, Avantiico ISV solutions, and related Microsoft technologies.
• Contribute insights from customer engagements back to Sales and Services teams to strengthen Avantiico’s delivery models and build the opportunity pipeline.

Qualifications

• 5 years’ experience in technology consulting or professional services delivery, preferably within a Microsoft Partner environment and or consulting / B2B SaaS organization
• Proven experience in project management and delivery of technology projects (scoping, planning, execution, closure).
• Strong knowledge of Microsoft Dynamics 365 Finance & Supply Chain Management or ERP systems.
• Familiarity with Microsoft 365 and Dynamics 365 productivity and project management tools (DevOps, Office suite)
• Ability to manage multiple concurrent engagements while maintaining high delivery standards.
• Excellent communication and presentation skills, with the ability to translate technical solutions into business outcomes.
• Bachelor’s degree in business, finance, IT, or related field.
• Agile/Scrum delivery experience preferred.
• Understanding of Microsoft licensing models (Dynamics 365, Microsoft 365, ISV) is a plus.

Physical Requirements:

• The ability to work from a home office and follow working from home best practices.
• Travel requirements 25% annually for client or company engagements.

Compensation and Company Benefits:

• Competitive salary allowance monthly performance related bonus depending on the role
• Salary commensurate with experience
• Low travel expectation/work life balance
• 99% of employee healthcare paid for by the company
• Choices of premium HMO/PPO plans
• Matching 401k plan
• Paid Vacation/Sick/Holidays

Compensation for roles at Avantiico varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Avantiico provides a reasonable estimate of the current salary range for this position as $90,000.00 - $140,000.00.

Equal Employment & Opportunity Statement

Avantiico is committed to hiring and retaining a diverse workforce. We are an Equal Opportunity Employer, making decisions without regard to race, color, religion, sex, national origin, age, veteran status, disability, or any other protected class.

Job Type: Full-time

Pay: $90,000.00 - $140,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: Hybrid remote in San Diego, CA 92101

Salary : $90,000 - $140,000