Quote to Cash Analyst

Epicor

. Manage areas of the quote-to-order workflow from CRM and CPQ through order management, licensing, and entitlement tools .

Posted 9/23/2026full-timeMonterrey • MexicoMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the quote-to-order workflow, including billing operations, account reconciliations, and customer account management. Proficient in utilizing CRM and ticketing platforms to enhance customer service and operational efficiency.

Highest-signal resume keywords

Quote-To-Cash ProcessBilling OperationsSalesforce (SFDC)ServiceNowMicrosoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisAccount ReconciliationInvoicingCreditsRebillsCustomer Account ManagementProcess ImprovementOperational InitiativesMonth-End Close ActivitiesDocumentation

Soft Skills

Analytical SkillsProblem-Solving SkillsCustomer Service SkillsCommunication SkillsOrganizational Skills

Tools & Technologies

CRM PlatformsTicketing SystemsSalesforce CPQSalesforce BillingEnterprise ERP

Industry Keywords

Quote-To-Order WorkflowBilling DiscrepanciesService Level AgreementsCross-Functional CollaborationOperational Efficiency

Tech Stack

Tools & technologies

ERPServiceNowSFDC

About the role

Key responsibilities & impact

Manage areas of the quote-to-order workflow from CRM and CPQ through order management, licensing, and entitlement tools
Administer data in quote-to-order workflow tools
Provide user and tool support
Respond to internal and external customer inquiries about processes, transactions, and data
Serve as the primary point of contact for internal billing support
Respond to and resolve billing-related tickets within established service level agreements
Research and resolve complex billing discrepancies by analyzing accounts, invoices, contracts, payment history, and supporting documentation
Process credits, rebills, invoice corrections, and other account maintenance activities
Reconcile customer accounts to identify discrepancies, validate balances, and ensure billing accuracy
Partner with Collections, Customer Success, Sales, Order Management, Finance, and other cross-functional teams
Document research, resolutions, and billing transactions in ticketing and billing systems
Identify recurring billing issues and recommend process improvements
Support month-end close activities and other operational initiatives

Requirements

What you’ll need

Strong analytical and problem-solving skills
Excellent customer service and communication skills
Solid organizational and time management skills
Ability to deliver quality results while under time constraints
Ample knowledge of the quote-to-cash process
Experience with CRM and ticketing platforms
Salesforce (SFDC) and ServiceNow experience preferred
Working knowledge of billing operations, invoicing, account reconciliations, credits, rebills, and customer account management
3+ years of applicable experience and demonstrated success/knowledge
Bachelor’s degree in Business, Finance, Accounting, or related fields (or equivalent experience)
Preferred experience with Salesforce CPQ, Salesforce Billing, ServiceNow, and Enterprise ERP or billing systems
Proficiency with Microsoft Excel, including data analysis, reconciliations, and reporting

Benefits

Comp & perks

Comprehensive health and wellness benefits
Mentorship opportunities
Continuing education opportunities
Focused career goal setting
Free LinkedIn Learning licenses
Mentoring Program
Geographically specific education support programs
Inclusive, global workplace
Policies encouraging time off to rest, recharge, and reconnect
Support for international relocations and permanent residency processes