Quote to Cash Analyst

epicorsoftware; Monterrey; Hybrid; MXN 420,000 - 720,000; Full time

Benefits offered by this job

Health and Wellness

Internal Mobility

Career Development

Education Support

Inclusive Workplace

Work-Life Balance

Global Mobility

Job summary

Epicor is seeking a Quote to Cash Analyst to manage the end-to-end workflow from CRM to licensing and entitlement tools. You’ll respond to billing inquiries, resolve discrepancies, and coordinate with Finance, Sales, and Order Management to ensure accurate invoicing.

The role requires 3+ years of experience, proficiency with Salesforce and ServiceNow, and strong Excel data analysis skills. Hybrid work is supported with global mobility options.

Qualifications

• Strong analytical and problem-solving skills to resolve complex account issues.
• Excellent customer service and communication with stakeholders.
• Solid organizational and time management skills.
• Knowledge of the quote-to-cash process and billing operations.
• Experience with CRM and ticketing platforms, notably Salesforce and ServiceNow.
• 3+ years of applicable experience and a relevant degree.

Responsibilities

• Serve as the primary billing support contact, resolving tickets per SLAs.
• Research and resolve complex billing discrepancies using accounts data.
• Process billing adjustments including credits and rebills per policy.
• Perform reconciliations and ensure billing accuracy.
• Collaborate with cross-functional teams to resolve issues efficiently.
• Maintain documentation of research, resolutions, and transactions.
• Identify recurring issues and suggest process improvements.
• Support month-end close activities and related tasks.

Skills

Analytical skills

Customer service

Communication

Time management

Quote-to-cash knowledge

CRM and ticketing

Billing operations

3+ years experience

Bachelor’s degree

Salesforce CPQ / Billing

ServiceNow

Excel analytics

Education

Bachelor's degree in Business, Finance, Accounting, or related fields

Tools

Salesforce (SFDC)

ServiceNow

Salesforce CPQ

Salesforce Billing

Excel

ERP systems

Job description

The Quote to Cash Analyst is 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 will be doing:

• Serve as the primary point of contact for internal billing support by responding to and resolving billing-related tickets within established service level agreements.
• Research and resolve complex billing discrepancies by analyzing customer accounts, invoices, contracts, payment history, and supporting documentation.
• Process billing adjustments including credits, rebills, invoice corrections, and other account maintenance activities while ensuring compliance with company policies.
• Perform customer account reconciliations to identify discrepancies, validate balances, and ensure billing accuracy.
• Partner with Collections, Customer Success, Sales, Order Management, Finance, and other cross-functional teams to resolve customer account issues efficiently.
• Maintain accurate documentation of research, resolutions, and billing transactions within ticketing and billing systems.
• Identify recurring billing issues and recommend process improvements that enhance operational efficiency and customer satisfaction.
• Support month-end close activities and other operational initiatives by ensuring billing tasks are completed accurately and on time.

What you will likely bring:

• Strong analytical and problem-solving skills with the ability to research, interpret, and resolve complex account issues.
• Excellent customer service and communication skills with the ability to manage internal stakeholders professionally and effectively.
• Solid organizational and time management skills
• Ability to deliver quality results while under time constraints
• Ample knowledge of the quote-to-cash process
• Experience working with CRM and ticketing platforms; Salesforce (SFDC) and ServiceNow experience preferred.
• Working knowledge of billing operations, invoicing, account reconciliations, credits, rebills, and customer account management
• 3+ years of applicable experience and demonstrated success/knowledge
• Bachelor's degree in Business, Finance, Accounting, or related fields (or equivalent experience)
• Preferred experience with Salesforce CPQ, Salesforce Billing, ServiceNow, and Enterprise ERP or billing systems.
• Proficiency with Microsoft Excel, including data analysis, reconciliations, and reporting

#LI-EG1 #LI-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 - 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.