Quote to Cash Coordinator

epicorsoftware; Monterrey; On-site; MXN 201,000 - 357,000; 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

As a Quote to Cash Coordinator at Epicor, 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.

Qualifications

• 1+ years of experience in quote-to-cash operations or related function.
• High school diploma preferred.
• Experience with CRM/CPQ/ERP and licensing workflows is a plus.

Responsibilities

• 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 systems
• Manage incoming requests from internal stakeholders and customers
• Process license orders and entitlements following established procedures
• Handle quoting, order management, licensing, and contract-related cases
• Review signed customer agreements and coordinate countersignatures with DocuSign
• Apply company policies across the quote-to-cash workflow
• Research operational issues and collaborate with cross-functional teams
• Maintain records to support quality, compliance, and customer service
• Support additional quote-to-cash activities as needed

Skills

MS Office

Attention to detail

Multitasking

Communication

Customer service

Flexibility

Education

High school diploma

Tools

CRM systems

CPQ systems

ERP systems

Licensing tools

Job description

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.

What You Will Be Doing

• 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

What You Will Need to Succeed

• 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

Qualifications

• 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.

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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

• 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.