Quote-to-Cash Specialist

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

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.