Quote to Cash Coordinator - Contract Management

Epicor; Monterrey; Presencial; MXN 201.000 - 290.000; Jornada completa

Descripción de la vacante

Epicor is seeking a Quote to Cash Coordinator to support the data entry and licensing activities across the quote-to-order workflow, including CRM, CPQ, and entitlement tools. You will help ensure accurate processing and timely responses for sales and customers.

The role requires entering data in CRM and ERP systems, managing licensing tasks, and handling issue intake in a service management context, with a focus on quality and collaboration.

Formación

• 1+ years experience in a related role
• High School Diploma or related field preferred
• Proficient in Microsoft Office (Excel, Word, PowerPoint)
• Experience with CRM/ERP data entry is a plus

Responsabilidades

• Provide operational support to order processing or licensing activities
• Enter data in CRM and ERP systems
• Uphold company policies and procedures related to the quote-to-order workflow
• Manage issue intake processes to respond to internal and external requests
• Operate license order fulfillment processes by following predefined procedures
• Handle quoting, order management, and licensing issues in a service management system
• Follow policies and processes across responsibilities
• Assist with issues and collaborate across peer organizations
• Review signed contracts and manage countersignatures (DocuSign skills, or fast learning skills required)

Conocimientos

Excel

Word

PowerPoint

Customer service

Communication

Data entry

Time management

Team collaboration

DocuSign

Educación

High School Diploma

Herramientas

CRM systems

ERP systems

Licensing tools

Descripción del empleo

The Quote to Cash Coordinator supports various activities within the quote-to-order workflow, from CRM, CPQ, order management, to licensing and entitlement tools, specifically data entry tasks involved in order management and user support tasks managed in a service management system.

What You Will Be Doing

• Provide operational support to order processing or licensing activities
• Enter data in a variety of CRM and ERP systems
• 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
• Operate license order fulfillment processes by following predefined procedures, using different licensing tools
• Handle assigned quoting, order management, and licensing related issues in a service management system
• Understand and follow policies, processes and procedures associated with assigned areas of responsibility
• Assist with issues and collaborate across peer organizations
• Review signed contracts and manage countersignatures (DocuSign skills, or fast learning skills required)

What You Will Likely Bring

• Proficient computer skills (Excel, Word, PowerPoint)
• Must be able to work extended hours during high-volume peak periods (especially end of quarters)
• Ability to perform in a fast paced, multi-tasking environment
• Ability to handle high transactional volume, and repetitive administrative tasks
• Ability to deliver quality results while under time constraints
• Ability to collaborate with customers, and peers to solve issues
• Good communication and interpersonal skills
• Excellent customer service skills
• 1+ years applicable experience
• High School Diploma or a related field of study preferred

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.