The Quote to Cash Coordinatorsupports various activities within the quote-to-order workflow, from CRM, CPQ, order management, to licensing and entitlement tools, specifically data entry tasks involved in order management and user support tasks managed in a service management system.
Duties & Responsibilities
Provide operational support to order processing or licensing activities
Enter data in a variety of CRM and ERP systems
Uphold company policies and procedures related to the quote-to-order workflow
Manage issue intake processes to respond to internal (e.g., sales) and external (e.g., customer) requests related to quoting, order management, and licensing
Operate license order fulfillment processes by following predefined procedures, using different licensing tools
Handle assigned quoting, order management, and licensing related issues in a service management system
Understand and follow policies, processes and procedures associated with assigned areas of responsibility
Assist with issues and collaborate across peer organizations




Review signed contracts and manage countersignatures (DocuSign skills, or fast learning skills required)
Perform other operations duties as assigned
Knowledge, Skills & Abilities
Proficient computer skills (Excel, Word, PowerPoint)
Must be able to work extended hours during high-volume peak periods (especially end of quarters)
Ability to perform in a fast paced, multi-tasking environment
Ability to handle high transactional volume, and repetitive administrative tasks
Ability to deliver quality results while under time constraints
Ability to collaborate with customers, and peers to solve issues
Good communication and interpersonal skills
Excellent customer service skills
Qualifications
1+ years applicable experience
High School Diploma or a related field of study preferred
About Epicor
At Epicor, we’re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help business

📌 Quote to Cash Coordinator (Monterrey)
🏢 Epicor Software
📍 Monterrey