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About the Role
The Quote to Cash Analyst manages the quote-to-order workflow, encompassing CRM, CPQ, order management, licensing, and entitlement tools. This role involves data administration, user support, and addressing customer inquiries related to these processes and data.
Responsibilities
- Manage and supervise license order fulfillment using various licensing tools or ordering from alliance partners.
- Administer product, pricing, and approval workflow data through arrangement, structuring, data loading, workflow design, and testing in CRM, CPQ, ERP, order management, service, and licensing systems.
- Develop and provide custom data extracts and reports from CRM, CPQ, ERP, service management, or licensing systems.
- Maintain user security access for CRM and CPQ applications.
- Uphold company policies and procedures related to the quote-to-order workflow.
- Manage issue intake processes to respond to internal and external requests related to quoting, order management, and licensing.
- Collaborate with IT on tool issues, enhancement projects, regression, and UAT testing.
- Identify, recommend, and implement tool and process improvements.
- Analyze requirements, design solutions, write user stories, specifications, and acceptance criteria.
- Develop test scripts, knowledgebase, roll-out training, and tool demo documents and video materials.
- Train users from other teams or within the team through live training/demo sessions.
- Coordinate issues and collaborate across other organizations or with channel and alliance partners.
- Manage alliance partner fulfillment via PO-based or royalty reporting-based procedures.
- Report regular 3rd party product license transactions to alliance partners.
Requirements
- Excellent communication, interpersonal, and presentation skills.
- Excellent customer service skills.
- Solid organizational and time management skills.
- Strong problem-solving skills.
- Ability to deliver quality results under time constraints.
- Quick learning of new software to super-user level (office, project, CRM, CPQ, ERP, service, licensing, reporting, and analytics).
- Exercise own judgment in making decisions on-the-fly when encountering situations outside of defined processes or policies.
- Experiences in CPQ, service management, ERP software preferred.
- Ample knowledge of the quote-to-cash process.
- Intermediate to advanced skills in Excel, PowerPoint, Word.
- Ready to travel occasionally, sometimes unsupervised, to satellite offices to gather business requirements, gather data, perform user surveys, or deliver user training.
- Ready to occasionally act as project lead for special projects or assignments.
Skills
- CRM
- CPQ
- Order Management
- Licensing
- Entitlement Tools
- Data Administration
- User Support
- Customer Inquiries
- Excel
- PowerPoint
- Word
- Reporting
- Analytics
Location
- Hybrid
Work Type
- Hybrid
- Full-time
Experience Level
- 3+ years applicable experience
- 1+ years of specialized/industry experience
Education Level
- Bachelor’s degree (or equivalent experience)
Benefits
- Comprehensive health and wellness benefits
- Opportunities for mentorship, continuing education, and focused career goal setting
- Free LinkedIn Learning licenses
- Mentoring Program
- Geographically specific programs to balance the cost of education
- Policies built on mutual trust and support, encouraging time off
- Comprehensive support for international relocations and permanent residency processes
About the Company
- Epicor helps businesses stay future-ready by connecting people, processes, and technology.
- Epicor employees are creating a more resilient global supply chain.
- Epicor is committed to creating a workplace and global community where inclusion is valued.
- Epicor is the essential partner for the world's most essential businesses—the hardworking companies who make, move, and sell the things the world needs.
Equal Opportunity
- 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.