As a Quote to Cash Coordinator, you will support operational activities across the quote-to-cash workflow, including CRM, CPQ, contract administration, order management, licensing, and entitlement processes. You will perform data entry, process requests, support order and license fulfillment activities, and help resolve issues submitted through service management systems while ensuring established policies and procedures are followed.
Provide operational support across quoting, order processing, licensing, entitlement, and related quote-to-cash activities
Enter and maintain accurate data across CRM, CPQ, ERP, licensing, and other business systems
Manage incoming requests from internal stakeholders and customers related to quoting, order management, licensing, and fulfillment activities
Process license orders and entitlements by following established procedures and utilizing applicable licensing tools
Manage assigned quoting, order management, licensing, and contract-related cases through the designated service management system
Review signed customer agreements, coordinate countersignatures, and maintain supporting documentation using DocuSign or similar tools
Apply company policies, processes, and procedures across assigned areas of the quote-to-cash workflow
Research operational issues and collaborate with sales, finance, licensing, and other cross-functional teams to support timely resolution
Maintain accurate records and documentation to support operational quality, compliance, and customer service requirements
Support additional quote-to-cash operational activities as assigned based on business needs
Proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint, with the ability to quickly learn CRM, ERP, CPQ, licensing, and service management systems
Strong attention to detail and the ability to process high volumes of transactional and repetitive administrative work accurately
Ability to manage multiple priorities and deliver quality results in a fast-paced environment while working within established deadlines
Strong communication, interpersonal, and customer service skills with the ability to collaborate effectively with customers, peers, and cross-functional stakeholders
Flexibility to support extended hours during high-volume business periods, particularly at quarter-end
1+ years of relevant experience in quote-to-cash operations, order management, sales operations, licensing, customer operations, finance operations, or a related function
High school diploma preferred
Additional education, training, or relevant work experience in Business, Finance, Operations, or a related field is a plus.
#LI-JI1 #LI-HYBRID
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.
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.
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.
Antonio Ibarra Bustillos
RevOps Roles analysis
Benefits, tools, and company context we extract from the full posting and classify, so you can scan in seconds what the write-up buries in prose.
Opens in a new tab
EpicorEpicor Software provides enterprise resource planning (ERP) and supply chain management solutions for manufacturing, distribution, and service industries. The company serves mid-market businesses globally with cloud and on-premise software platforms.
Visit website