Business Process Lead (Order to Cash)

Overview

There are a lot of OTC roles out there. Most of them want someone to sit inside a working system and keep it humming. This one is different. We’re building the system. We need someone who understands how an order becomes cash – across multiple countries, currencies, tax regimes and commercial structures – and who can help us design processes that will hold up globally. If you’ve been waiting for a role where your OTC expertise actually matters at the design table, this might be it.

What's the mission? WD-40 Company is rolling out a new ERP platform globally, and the Order-to-Cash stream is one of its most commercially critical workstreams. From the moment a customer places an order to the moment cash hits the bank — sales order processing, trade agreements, pricing, rebates, fulfillment, returns, EDI — you'll own the process design for all of it.

This is a newly created dedicated role. You'll be embedded in a global implementation team working alongside an Implementation Specialist as a true partner — you bring the OTC process expertise and commercial understanding, they bring the system architecture. You're not a note-taker or a ticket-handler. You're a co-creator.

You’ll immediately be involved in active rollouts, while building toward a major multi-year implementation beginning in 2027. You’ll also provide process enhancements and escalation support for countries already live — so the work is genuinely global from day one. The successful candidate will also benefit from a structured handover with the WD-40 colleague who has been managing this function, ensuring strong continuity and a running start rather than a blank page. This role offers the flexibility of working a hybrid schedule between your home and our office in Milton Keynes, UK (minimum 2 days in office per week). This role requires UK work authorization. Visa sponsorship is not available.

Responsibilities

What does the work actually look like?

• Leading and co-leading requirements workshops and fit-gap sessions with commercial, operations, and finance stakeholders across multiple countries.
• Mapping current-state OTC processes and designing future-state processes that can scale globally.
• Partnering with the Implementation Specialist to maximise out-of-the-box ERP functionality and push back on unnecessary customisation.
• Getting deep into trade agreements, pricing logic, and rebate structures — WD-40's pricing is its most complex OTC area, and getting it right matters enormously.
• Owning functional specs, SOPs, and process documentation — you're building the institutional knowledge base.
• Building and executing test scripts; reviewing results and driving fixes before go-live.
• Creating training materials and leading sessions for the people who will live in these processes every day.
• Supporting hypercare through go-live and beyond — you see it through.
• Providing process enhancement design and escalation support for countries already live on the platform.

What does 'good' look like?

The strongest OTC professionals we've seen for roles like this don't just know the system — they know why an order gets stuck, why a rebate gets disputed, why a deduction doesn't match the trade agreement, why a 3PL shipment creates a fulfillment exception that cascades back into the invoice. They've been in the room when a trade agreement didn't match the invoice and had to figure out why. They understand that the same product can move through the supply chain in completely different ways depending on the market — and that OTC processes have to flex accordingly. That operational fluency is what makes someone genuinely effective in a design role. We're not looking for someone to configure fields. We're looking for someone who can design processes that prevent the problems in the first place.

Qualifications

What you'll need

Non-negotiables:

• 5+ years of hands-on OTC experience — sales order management, trade agreements, pricing, fulfillment, or similar. You've done the work, not just analysed it.
• Experience contributing to an ERP implementation (requirements gathering, fit-gap, process design, testing, training) — as a business analyst, process owner, or SME.
• Real exposure to commercial pricing complexity: trade agreements, discounts, rebates, and deductions that vary by customer, region, or product — and an understanding of what happens when they don't align.
• Understanding of how third-party logistics (3PL) and third-party manufacturing (3PM) partnerships affect order fulfillment and invoicing — WD-40's supply chain runs through external partners and OTC processes must reflect that.
• Awareness that go-to-market models vary by region — direct, broker/distributor, finished goods vs. concentrate — each creating different OTC process requirements.
• Ability to hold your own in a room with sales, commercial, operations, warehouse, and finance stakeholders who each have strong views about how the process should work.
• UK work authorisation (visa sponsorship is not available).

Genuinely valued, not just filler:

• CPG or distribution industry background — you'll immediately understand the volume, cadence, and commercial dynamics of WD-40's sales environment.
• EDI familiarity in a B2B context — understanding it as integral to order flow, not a technical system to manage.
• Experience with rebate management programmes, trade promotion tools, or deduction management.
• Tax or compliance exposure in Brazil, European VAT environments, or Japan — all three are active markets.
• ERP experience in any major platform (D365, SAP, Oracle, or equivalent) — the tool matters far less than your process expertise.