Customer Operations Specialist

The Order Operations Specialist is 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, resolving complex internal and external customer issues and requests related to the processes, transactions, and data in the quote-to-order workflow.

What you will be doing:

Recognize, analyze, and recommend changes or improvements to current processes or policies

Manage and supervise license order fulfillment, using different licensing tools

Maintain data accuracy and support operational processes across Customer Operations systems and tools.

Develop and provide custom data extracts and reports from CRM, CPQ, ERP, service management or licensing systems

Manage issue intake processes to respond to internal (e.g., sales) and external (e.g., customer) requests related to quoting, order management, and licensing

Collaborate with business and technical teams to identify, validate, and support operational process and system improvements.

Identify, initiate tool and process improvements, assist with proposal and participation in design and implementation

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

What you will likely bring:

Excellent communication, interpersonal and presentation skills

Excellent customer service skills

Superior analytical skills

Strong problem-solving skills

Must be able to work extended hours during high-volume peak periods (especially end of quarters)

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

Ample knowledge of the quote-to-cash process

Intermediate to advanced skills in Excel, PowerPoint, Word

What could set you apart:

Experience documenting, standardizing, and improving operational processes and workflows.

Experience creating and maintaining SOPs, knowledge articles, or training materials.

Background in Customer Operations, Customer Service Operations, Industrial Engineering, Business Operations, or a related field

#LI-EG1 #LI-HYBRID

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 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.

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

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.

Recruiter:

Elizabeth Garcia