Quote Specialist

EPIND Epicor India; Austin, Northern (TX, KY); Hybrid; USD 50,000 - 70,000; Full time

Job summary

EPIND Epicor India in Austin, TX is seeking a Quote Specialist to help structure contract details for ERP software solutions. You will configure and structure quotes in Salesforce CPQ, collaborate with sales reps to understand customer needs, and ensure alignment with internal policies and system capabilities.

You will translate requests into viable quote configurations, guide on CPQ capabilities, and support the quoting process from initial request to order review, aiming to improve sales

Qualifications

• 2+ years of experience in quoting, pricing, sales support, or a related role.
• Attention to detail in structuring contracts and quotes.
• Experience translating requests into viable quote configurations within policy and system constraints.

Responsibilities

• Configure and structure quotes in Salesforce CPQ in collaboration with sales
• Translate sales requests into viable quote configurations within policy and system constraints
• Provide consultative guidance on CPQ capabilities and propose alternative solutions
• Configure complex quote configurations such as discounts and billing schedules
• Support quote lifecycle from initial request to order review to enhance sales velocity

Skills

Attention to detail

Analytical thinking

Communication

Time management

Customer service mindset

Education

High school diploma

Bachelor’s degree preferred

Tools

Salesforce CPQ

Job description

## Quote SpecialistApplyremote type: Hybridlocations: US, Austin Las Cimastime type: Full timeposted on: Posted Todayjob requisition id: JR104845About the Role: Join our growing Quote Management team and help structure contract details for our ERP software solutions! This role offers an excellent opportunity to develop expertise in quote configuration and solution structuring while working with sales teams and customers across various industries. You'll learn how product configurations and quote structures impact both customer satisfaction and company success.**What You’ll be doing:*** Configure and structure quotes in Salesforce CPQ, collaborating with sales representatives to understand customer needs while ensuring alignment with internal policies, system capabilities, and company objectives* Translate sales and marketing requests into viable quote structures, finding creative solutions within system & policy parameters* Provide consultative guidance on CPQ system capabilities, and present alternative solutions when requests don't align with company objectives or technical constraints* Configure specialized quote configurations when possible such as payment ramping, complex discounts, and custom billing schedules as requested by sales teams* Work with our data quality and IT teams to optimize contract structure & improve quoting & buying experiences* Shepherd quote through internal teams, from initial request to order review, providing support, guidance, and alternative options to improve sales velocity* Handle sales inquiries and provide clarifications regarding quotes, including making adjustments based on seller feedback or changes in requirements.* Contribute ideas to improve our quoting process**What You'll likely bring :*** High school diploma or equivalent; Bachelor’s degree preferred.* 2+ years of experience in quoting, pricing, sales support, or a related role.* Strong attention to detail, analytical and organizational skills.* Strong intellectual curiosity and eagerness to learn about pricing and software* Excellent communication and interpersonal abilities, including an ability to communicate across multiple departments with grace* Proficient in Microsoft Office Suite (especially Excel); experience with Salesforce CPQ is a plus.* Ability to manage multiple priorities and meet deadlines.* Problem-solving mindset and willingness to tackle new challenges* Basic understanding of business concepts like discounting and contract terms* Positive, collaborative attitude when working with different teams* Strong customer service mindset and willingness to “do what it takes”* Preferred Skills (Optional but a plus): Industry-specific knowledge (e.g., manufacturing, IT services, construction).