Quote-to-Cash Operations Lead

Epicor Software Corporation; Austin (TX); Hybrid; USD 95,000 - 145,000; 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 Software Corporation is seeking a Customer Operations Manager to optimize the quote-to-order workflow across CRM, CPQ, ERP, and licensing systems. You’ll drive data concepts, governance, and training, while leading changes and delivering measurable efficiency gains.

The role requires strong analytical and communication skills, experience with Salesforce/CPQ, ERP, and licensing tooling, and the ability to travel occasionally for requirements gathering and training.

Qualifications

• 5+ years applicable experience and demonstrated success/knowledge.
• 3+ years of specialized/industry experience.
• Bachelor’s degree (or equivalent experience).

Responsibilities

• Provide specialist expertise to other team members.
• Recommend, implement, and support continuous department improvements to increase performance, quality, productivity, efficiency, and cost reduction.
• Allocate and prioritize work, track progress to meet deadlines and performance targets.
• Analyze data from CRM, CPQ, ERP, order management, service, and licensing systems to propose improvements.
• Propose reporting improvements and track metrics.
• Improve reporting, data analysis, dashboards, and report automation for CRM, CPQ, service, ERP, licensing tools.
• Lead management of system changes, enhancements, new functionalities, and projects.
• Identify and implement tool and process improvements.
• Collaborate with leadership to achieve strategic goals.
• Gather requirements, write BRDs, user stories, workflow diagrams, and project docs; track status of changes.
• Develop test scripts, knowledgebase, trainings ( prerecorded and live ).
• Collaborate with external partners, product development, and IT on CRM/CPQ/licensing migration to new corporate tool; provide specs and data models.
• Design license control mechanisms with PM and development for new functionalities and products; manage licensing models.

Skills

CRM (Salesforce)

CPQ (Salesforce CPQ)

Apttus CPQ

ERP

Data analysis

Project management

Dashboards

SQL scripting

Reporting

Change management

Communication skills

Travel readiness

Education

Bachelor’s degree (or equivalent)

Tools

Salesforce CPQ

Apttus CPQ

ServiceNow

JIRA

MS Project

MS SQL

Power BI

Crystal Reports

Job description

Epicor Software Corporation is seeking a Customer Operations Manager to optimize the quote-to-order workflow across CRM, CPQ, ERP, and licensing systems. You’ll drive data concepts, governance, and training, while leading changes and delivering measurable efficiency gains.

The role requires strong analytical and communication skills, experience with Salesforce/CPQ, ERP, and licensing tooling, and the ability to travel occasionally for requirements gathering and training.