The Quote to Cash Analystis responsible for managing the various areas of the quote-to-order workflow, from CRM, CPQ, order management, to licensing and entitlement tools, data administration in the tools, providing user and tool support, responding to internal and external customer inquiries related to the processes, transactions, and data in the quote-to-order workflow.
What you'll be doing
Manage and supervise license order fulfillment, using different licensing tools, or ordering from alliance partners
Administrate product, pricing, approval workflow data via arranging, structuring, data-loading, workflow designing, testing in CRM, CPQ, ERP, order management, service, and licensing systems
Develop and provide custom data extracts and reports from CRM, CPQ, ERP, service management or licensing systems
Maintain user security access for CRM and CPQ applications
Uphold company policies and procedures related to the quote-to-order workflow
Manage issue intake processes to respond to internal (e.g., sales) and external (e.g., customer) requests related to quoting, order management, and licensing
Work in collaboration with IT on tool issues, enhancement projects, regression and UAT testing
Help identify, recommend, and implement tool and process improvements
Analyze requirements, design solutions to fit those requirements, write user stories, specifications, and acceptance criteria
Develop test scripts, knowledgebase, roll-out training and tool demo documents and video materials
Train users from other teams or within the team holding live training/demo sessions
Coordinate issues and collaborate across other organizations or with channel and alliance partners
Manage alliance partner fulfilment via PO based or royalty reporting based procedures
Reporting regular 3rd party product license transactions to alliance partners
What you'll likely bring
Excellent communication, interpersonal and presentation skills
Excellent customer service skills
Solid organizational and time management skills
Strong problem-solving skills
Ability to deliver quality results while under time constraints
Quick learning of new software to super-user level (office, project, CRM, CPQ, ERP, service, licensing, reporting and analytics)
Exercise own judgment in making decisions on-the-fly when encountering situations outside of defined processes or policies
Experiences in CPQ, service management, ERP software preferred
Ample knowledge of the quote-to-cash process
Intermediate to advanced skills in Excel, PowerPoint, Word
Ready to travel occasionally, sometimes unsupervised, to satellite offices to gather business
requirements, gather data, perform user surveys, or deliver user training
Ready to occasionally act as project lead for special projects or assignments
What can set you apart
3+ years applicable experience and demonstrated success/knowledge
1+ years of specialized/industry experience
Bachelor’s degree (or equivalent experience)
#LI-CM1 #HYBRID
About Epicor
At Epicor, we’re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain.
We’re Proactive, Proud, Partners.
Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.
Competitive Pay & Benefits
Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being.
Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
Education Support: Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
Global Mobility: Comprehensive support for international relocations and permanent residency processes.
Equal Opportunities and Accommodations Statement
Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in. If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.
We are an equal-opportunity employer.
Recruiter:
Christi McCallSkills Required
- Excellent communication, interpersonal, and presentation skills
- Excellent customer service skills
- Strong organizational and time management skills
- Strong problem-solving skills
- Ability to deliver quality results under time constraints
- Ability to quickly learn new software to super-user level
- Ability to exercise independent judgment when handling situations outside defined processes
- Experience with CPQ, service management, or ERP software
- Knowledge of the quote-to-cash process
- Intermediate to advanced Excel, PowerPoint, and Word skills
- Willingness to travel occasionally to satellite offices
- Ability to occasionally lead special projects or assignments
- 3+ years of applicable experience
- 1+ years of specialized or industry experience
- Bachelor's degree or equivalent experience
Epicor Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Epicor and has not been reviewed or approved by Epicor.
-
Healthcare Strength — Health coverage (medical, dental, vision) is characterized as decent to solid, complemented by wellness resources. Company materials highlight health and wellness programming alongside core plans.
-
Leave & Time Off Breadth — Flexible or unlimited PTO exists in U.S. roles, and the organization emphasizes taking time to recharge. When team norms support it, the flexibility is considered a meaningful perk.
-
Retirement Support — A 401(k) with company match is available as part of the standard offering. The match level is generally viewed as modest but serviceable.
Epicor Insights
What We Do
We’re the Digital Brains of Our Customers’ Operations We help businesses stay future-ready with cognitive ERP that connects people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain.
Why Work With Us
Our policies are built on mutual trust, support, and a commitment to maintaining a healthy work-life balance. That's why we encourage you to take the time off you need to rest, recharge, and reconnect.
Gallery
