Quote Specialist
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
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Manage and supervise license order fulfillment, using different licensing tools, or ordering from alliance partners
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Administrate product, pricing, approval workflow data via arranging, structuring, data-loading, workflow designing, testing in CRM, CPQ, ERP, order management, service, and licensing systems
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Develop and provide custom data extracts and reports from CRM, CPQ, ERP, service management or licensing systems
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Maintain user security access for CRM and CPQ applications
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Uphold company policies and procedures related to the quote-to-order workflow
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Manage issue intake processes to respond to internal (e.g., sales) and external (e.g., customer) requests related to quoting, order management, and licensing
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Work in collaboration with IT on tool issues, enhancement projects, regression and UAT testing
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Help identify, recommend, and implement tool and process improvements
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Analyze requirements, design solutions to fit those requirements, write user stories, specifications, and acceptance criteria
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Develop test scripts, knowledgebase, roll-out training and tool demo documents and video materials
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Train users from other teams or within the team holding live training/demo sessions
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Coordinate issues and collaborate across other organizations or with channel and alliance partners
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Manage alliance partner fulfilment via PO based or royalty reporting based procedures
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Reporting regular 3rd party product license transactions to alliance partners
What you'll likely bring
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Excellent communication, interpersonal and presentation skills
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Excellent customer service skills
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Solid organizational and time management skills
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Strong problem-solving skills
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Ability to deliver quality results while under time constraints
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Quick learning of new software to super-user level (office, project, CRM, CPQ, ERP, service, licensing, reporting and analytics)
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Exercise own judgment in making decisions on-the-fly when encountering situations outside of defined processes or policies
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Experiences in CPQ, service management, ERP software preferred
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Ample knowledge of the quote-to-cash process
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Intermediate to advanced skills in Excel, PowerPoint, Word
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Ready to travel occasionally, sometimes unsupervised, to satellite offices to gather business
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requirements, gather data, perform user surveys, or deliver user training
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Ready to occasionally act as project lead for special projects or assignments
What can set you apart
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3+ years applicable experience and demonstrated success/knowledge
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1+ years of specialized/industry experience
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Bachelor’s degree (or equivalent experience)
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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
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Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being.
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Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
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Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
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Education Support: Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
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Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
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Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
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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.