Quote-to-Cash Project Lead

Delta Corp; Fremont (CA); On-site; USD 100,000 - 120,000; Full time

Job summary

Delta Electronics Americas is seeking a Project Analyst to own the Quote-to-Cash lifecycle for client accounts, ensuring accurate quotes, tracked costs, and milestone-based billing.

The role bridges Sales, Engineering, Logistics, Manufacturer and Finance to sustain project profitability and on-time delivery. Strong CRM or ERP skills and financial acumen are essential.

You will lead cost analysis, manage invoicing milestones, and coordinate with multiple teams to close projects efficiently.

Qualifications

• Education: Bachelor's degree in Business, Finance, Engineering, or a related field.
• Experience: 5+ years of experience in Sales Operations, Account Management, or Project Finance in High Tech
• Financial Acumen: Proven ability to track project budgets, manage billing milestones, and understand gross margin impact.
• Systems: High proficiency in Microsoft CRM or similar ERP/Financial management tools.
• Communication: Ability to discuss technical project details and financial billing terms with equal clarity.

Responsibilities

• Quotation & Cost Analysis: Partner with Sales and FAEs to develop BOMs and quotation packages; track costs against estimates; report margin variances.
• Billing & Revenue Oversight: Manage invoicing milestones; coordinate with Finance for timely customer invoicing; resolve billing discrepancies.
• Fulfillment & Delivery Coordination: Central point for equipment schedules; communicate delivery timelines; lead weekly project tracking meetings.
• Project Transition & Execution Handoff: Lead Kickoff Meetings; hand off to Service and Engineering; archive final billings and documentation.

Skills

Financial acumen

CRM proficiency

Communication

Budget management

Education

Bachelor’s degree in Business, Finance, Engineering, or related field

Tools

Microsoft CRM

ERP/Financial management tools

Job description

Delta Electronics Americas is seeking a Project Analyst to own the Quote-to-Cash lifecycle for client accounts, ensuring accurate quotes, tracked costs, and milestone-based billing.

The role bridges Sales, Engineering, Logistics, Manufacturer and Finance to sustain project profitability and on-time delivery. Strong CRM or ERP skills and financial acumen are essential.

You will lead cost analysis, manage invoicing milestones, and coordinate with multiple teams to close projects efficiently.