Quote Specialist

Responsibilities

• Configure and structure quotes in Salesforce CPQ, collaborating with sales representatives to understand customer needs while ensuring alignment with internal policies, system capabilities, and company objectives
• Translate sales and marketing requests into viable quote structures, finding creative solutions within system & policy parameters
• Provide consultative guidance on CPQ system capabilities, and present alternative solutions when requests don't align with company objectives or technical constraints
• Configure specialized quote configurations when possible such as payment ramping, complex discounts, and custom billing schedules as requested by sales teams
• Work with our data quality and IT teams to optimize contract structure & improve quoting & buying experiences
• Shepherd quote through internal teams, from initial request to order review, providing support, guidance, and alternative options to improve sales velocity
• Handle sales inquiries and provide clarifications regarding quotes, including making adjustments based on seller feedback or changes in requirements.
• Contribute ideas to improve our quoting process
• What You'll likely bring :
• High school diploma or equivalent; Bachelor's degree preferred.
• 2+ years of experience in quoting, pricing, sales support, or a related role.
• Strong attention to detail, analytical and organizational skills.
• Strong intellectual curiosity and eagerness to learn about pricing and software
• Excellent communication and interpersonal abilities, including an ability to communicate across multiple departments with grace
• Proficient in Microsoft Office Suite (especially Excel); experience with Salesforce CPQ is a plus.
• Ability to manage multiple priorities and meet deadlines.
• Problem-solving mindset and willingness to tackle new challenges
• Basic understanding of business concepts like discounting and contract terms
• Positive, collaborative attitude when working with different teams
• Strong customer service mindset and willingness to "do what it takes"
• Preferred Skills (Optional but a plus): Industry-specific knowledge (e.g., manufacturing, IT services, construction).
• Epicor Software Corporation is proud to be an equal opportunity/affirmative action employer.
• #LI-CM1 #HYBRID
• About Epicor
• We're Proactive, Proud, Partners .
• Competitive Pay & Benefits
• 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.
• Equal Opportunities and Accommodations Statement
• We are an equal-opportunity employer.
• Recruiter:
• Christi McCall

Benefits

Additional Information

About the Role: Join our growing Quote Management team and help structure contract details for our ERP software solutions! This role offers an excellent opportunity to develop expertise in quote configuration and solution structuring while working with sales teams and customers across various industries. You'll learn how product configurations and quote structures impact both customer satisfaction and company success.

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