Quote Specialist
- . Also we need to keep prose paragraphs as
. We need to avoid duplication. Let's extract. First paragraph: "The Quote to Cash Analystis responsible for managing the various areas of the quote-to-order workflow, from CRM, CPQ, order management, to licensing and entitlement tools, data administration in the tools, providing user and tool support, responding to internal and external customer inquiries related to the processes, transactions, and data in the quote-to-order workflow." Note there's a missing space after Analystis; but we keep as is. That's about the role. Next: "What You'll Be Doing" then list items: - Manage and supervise license order fulfillment, using different licensing tools, or ordering from alliance partners - Administrate product, pricing, approval workflow data via arranging, structuring, data-loading, workflow designing, 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 (e.g., sales) and external (e.g., customer) requests related to quoting, order management, and licensing - Work in collaboration with IT on tool issues, enhancement projects, regression and UAT testing - Help identify, recommend, and implement tool and process improvements - Analyze requirements, design solutions to fit those requirements, 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 holding live training/demo sessions - Coordinate issues and collaborate across other organizations or with channel and alliance partners - Manage alliance partner fulfilment via PO based or royalty reporting based procedures - Reporting regular 3rd party product license transactions to alliance partners We need to keep each as
- .
Next: "What You'll Likely Bring" list:
- 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 while 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 businessrequirements, gather data, perform user surveys, or deliver user training
- Ready to occasionally act as project lead for special projects or assignments
Note "businessrequirements" missing space; keep as is.
Next: "What Can Set You Apart" list:
- 3+ years applicable experience and demonstrated success/knowledge
- 1+ years of specialized/industry experience
- Bachelor’s degree (or equivalent experience)
- #HYBRID (maybe a tag; but it's a line after that? Actually "#HYBRID About Epicor". The "#HYBRID" maybe a tag indicating hybrid work. It's not a bullet. We'll treat as part of About Epicor section.
Next: About Epicor paragraph:
"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 businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain. We’re Proactive, Proud, Partners. Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs."
Then "Competitive Pay & Benefits" heading then bullet list:
- Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being.
- Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
- Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
- Education Support: Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
- Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
- Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
- Global Mobility: Comprehensive support for international relocations and permanent residency processes.
We should not include Equal Opportunities statement etc.
We also have "#HYBRID" maybe indicates hybrid work arrangement; could be considered under Benefits? But it's not a benefit per se; it's a work arrangement. Could be placed under a section like "Work Arrangement" but we only have allowed headings. Not required to include if not fitting. Could treat as part of About Epicor? Might be better to include as a short paragraph under About the role? But instructions: include a section ONLY when posting has real, specific content for it. The hybrid tag is specific content about work arrangement; but we don't have a heading for Work Arrangement. Could we put it under Benefits? Not really. Could we put it under a generic section like "About the role"? Might be okay to include as a short paragraph after About the role. But we must not invent sections. We could add a short
under About the role that mentions hybrid? However the instruction: "Prefer a few substantive sections over many thin ones." So we could incorporate hybrid info into About the role paragraph. Thus About the role section will include the initial description plus maybe note hybrid? But the hybrid tag appears after "#HYBRID About Epicor". Actually the line: "#HYBRID About Epicor". Likely meaning the role is hybrid and then about Epicor. So we could treat "#HYBRID" as a tag indicating hybrid work arrangement; we could add a sentence: "This is a hybrid role." But we must not invent detail; we can just keep the "#HYBRID" as is? It's a token; we could include it as a short paragraph: "
#HYBRID
" but that seems odd. Better to incorporate: "This is a hybrid role." However that's adding interpretation. Might be considered summarizing. Safer to omit the "#HYBRID" token as it's not substantive content about role responsibilities; it's a tag. The instruction: remove duplicated lines, cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. "#HYBRID" is not boilerplate; it's a tag indicating work arrangement. Could be considered metadata like Job ID; but they said do NOT put Job ID / requisition numbers as headings — fold minor metadata into a shortor drop it. So we could fold "#HYBRID" into a short
maybe under About the role or Benefits. But it's minor metadata; we could drop it. Probably safe to drop it. Thus we will not include "#HYBRID". Now we need to output HTML fragment with sections. We'll have:
About the role
The Quote to Cash Analystis responsible for managing the various areas of the quote-to-order workflow, from CRM, CPQ, order management, to licensing and entitlement tools, data administration in the tools, providing user and tool support, responding to internal and external customer inquiries related to the processes, transactions, and data in the quote-to-order workflow.
Responsibilities
- Manage and supervise license order fulfillment, using different licensing tools, or ordering from alliance partners
- Administrate product, pricing, approval workflow data via arranging, structuring, data-loading, workflow designing, 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 (e.g., sales) and external (e.g., customer) requests related to quoting, order management, and licensing
- Work in collaboration with IT on tool issues, enhancement projects, regression and UAT testing
- Help identify, recommend, and implement tool and process improvements
- Analyze requirements, design solutions to fit those requirements, 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 holding live training/demo sessions
- Coordinate issues and collaborate across other organizations or with channel and alliance partners
- Manage alliance partner fulfilment via PO based or royalty reporting based procedures
- Reporting regular 3rd party product license transactions to alliance partners
Requirements
Maybe we can put "What You'll Likely Bring" as Requirements? Or Skills. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which heading fits each block. "What You'll Likely Bring" seems like qualifications/skills. Could be split into Requirements (minimum) and Skills (preferred). But we have also "What Can Set You Apart" which could be Qualifications. We need to avoid thin sections. Perhaps combine "