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Quote To Cash Process Jobs in Texas (NOW HIRING)

Deep knowledge of quote-to-cash processes, including CPQ, order management, invoicing, billing, collections, and revenue recognition. * Hands-on experience using Salesforce as a core operating ...

AustinAbout the Role Cloudflare has embarked on a transformation of our entire quote to cash process. We're looking for a seasoned product manager who will take charge of these processes, providing ...

... the quote-to-cash process and drive optimization initiatives without waiting to be directed. • Lead user training, produce documentation, support change management, and participate in cross ...

Senior Order to Cash Analyst

Dallas, TX · On-site

$87K - $131K/yr

Partner with systems and data teams to improve and automate quote-to-cash workflows, including data ... Proven track record of improving or implementing billing processes, controls, or automations that ...

District Administrator

Port Arthur, TX · On-site

$15.63 - $41.54/hr

Responsible for daily completion of tasks related to the Quote to Cash process: Worksheet review, daily billing/invoicing, customer PO management, customer contract compliance, vendor PO management ...

Drive quote-to-cash tech stack business requirements: Work with our Business Technology and GTM Systems teams to ensure we have the right systems to support our quote-to-cash process from our CRM, ...

... Quote-to-Cash processes including: Product catalog & pricing strategy, Complex pricing rules, discounting, and approvals, Contract lifecycle management, Subscription, usage-based, and milestone ...

Showing results 21-40

Quote To Cash Process information

What is the quote to cash process?

The Quote to Cash (Q2C or QTC) process refers to the end-to-end business workflow that starts with creating a quote for a customer and ends with receiving payment for the delivered product or service. It encompasses all the steps from quoting, proposal management, configuring products or services, negotiating pricing, order management, invoicing, and revenue recognition. Efficient management of the QTC process helps organizations improve sales efficiency, reduce errors, and enhance customer satisfaction. Many companies use specialized software to automate and streamline these steps.

What are the key skills and qualifications needed to thrive in a quote to cash process role?

Success in the Quote to Cash process requires strong analytical skills, attention to detail, and a solid understanding of sales operations and order management, often supported by a background in business administration or finance. Familiarity with CRM and ERP systems like Salesforce and SAP, as well as experience with pricing tools and billing software, is typically essential. Excellent communication, problem-solving abilities, and a customer-focused mindset help professionals manage cross-functional collaboration and resolve issues efficiently. These skills ensure seamless revenue flow, accurate order fulfillment, and positive customer experiences throughout the sales cycle.

What are some common challenges faced in a quote to cash process role, and how can they be addressed?

Professionals in Quote to Cash roles often encounter challenges such as managing complex pricing structures, ensuring timely approvals, and maintaining data accuracy across multiple systems. Effective communication with sales, finance, and operations teams is crucial to resolve discrepancies and streamline workflows. Leveraging automation tools and staying updated on best practices can help address these issues, reduce errors, and improve overall efficiency within the QTC cycle.

What is the difference between Quote To Cash Process vs Sales Operations Specialist?

AspectQuote To Cash ProcessSales Operations Specialist
Primary FocusManaging the entire sales cycle from quoting to revenue collectionSupporting sales team with processes, tools, and data analysis
ResponsibilitiesPricing, contract management, invoicing, revenue recognitionSales data management, CRM administration, process optimization
Skills & CertificationsKnowledge of billing, finance, CRM systems; certifications like CPQ or ERP familiarityCRM tools, data analysis, communication skills; certifications in Salesforce or sales operations

While both roles support sales functions, the Quote To Cash Process focuses on executing the entire sales revenue cycle, whereas the Sales Operations Specialist primarily supports sales teams with tools, data, and process improvements to enhance efficiency.

What are the steps in the quote to cash process?

The quote to cash process in a Quote To Cash role involves generating a sales quote, obtaining customer approval, creating and sending the sales order, delivering the product or service, invoicing the customer, and receiving payment. It requires coordination between sales, finance, and order management teams, often utilizing CRM and ERP systems to ensure accuracy and efficiency.

What is the job description of quote to cash process?

The Quote to Cash process involves managing the entire sales cycle from generating customer quotes to receiving payment. It includes activities such as pricing, contract creation, order management, invoicing, and revenue recognition, often supported by CRM and ERP systems. Professionals in this role need strong coordination, attention to detail, and understanding of sales and finance workflows.

What job categories do people searching Quote To Cash Process jobs in Texas look for?

The top searched job categories for Quote To Cash Process jobs in Texas are:

What cities in Texas are hiring for Quote To Cash Process jobs?

Cities in Texas with the most Quote To Cash Process job openings:

Director, Global Process Owner - Order to Cash

Sonar

Austin, TX • On-site

Full-time

Life, Retirement, PTO

Re-posted 26 days ago


Job description

Who is Sonar?
Sonar helps prevent code quality and code security issues from reaching production, amplifies developers' productivity in concert with AI assistants, and improves the developer experience with streamlined workflows. Sonar analyzes all code, regardless of who writes it - your internal team, genAI, or third parties - resulting in more secure, reliable, and maintainable applications. Rooted in the open source community, Sonar's solutions support over 30 programming languages, frameworks, and infrastructure technologies. Today, Sonar is used by +7M developers and 400K organizations worldwide, including the DoD, Microsoft, NASA, MasterCard, Siemens, and T-Mobile.
We believe in developing great products that are supported by great internal teams and a strong culture. We are highly committed to and obsessed with the company, users, each other, and our open source community. We have high standards and hold each other accountable for acting with positivity, dedication, thoughtfulness, empathy, and passion daily.
We are deliberate with our decisions with high clarity of intention. At the same time, we feel extreme urgency and move forward quickly.
And lastly, we are highly effective and operationally efficient. We operate collectively as One Team to accomplish our goals.
At Sonar, CODE is more than just an acronym - it's a mindset that defines daily operations.
Why You Should Apply:
At Sonar, we're a group of brilliant, motivated, and driven professionals working hard to help supercharge developers to build better, faster. Sonar helps to continuously improve code quality and code security while reducing developer toil. This means that developers can focus on doing more of what they love and less of what they don't. Our solutions don't just solve symptoms of problems - we help fix issues at the source - for all code, whether it's developer-written, AI-generated, or from third parties.
We have a dynamic culture with employees worldwide and hub offices in the USA, Switzerland, the UK, Singapore, and Germany. Team members should be able to come to work every day, work on a product they are proud of, love what they do, and feel energized by their peers. With our roots deep in the open source community, we're all about the mission: supercharge developers to build better, faster.
The Impact You Will Have:
This is a rare opportunity to build something from the ground up. Sonar is a SaaS company at a pivotal stage of growth, and our Order-to-Cash (OTC) cycle is the financial backbone of that growth. As our first-ever Director, Global Process Owner - Order to Cash, you won't inherit a playbook - you'll write it. You will own the end-to-end design, optimization, and governance of the entire OTC lifecycle - from quoting and deal execution through invoicing, revenue recognition, cash application, and collections. This is a high-visibility, cross-functional role that will directly shape how the company scales its financial operations, strengthens internal controls, and prepares for what comes next.
You will serve as the single point of accountability for the OTC process, partnering deeply with Deal Desk, Revenue Operations, Billing, Accounting, Treasury, and Business Technology to eliminate process fragmentation, drive automation, and build a best-in-class operating model. If you're the type of person who gets fired up about transforming complex, messy processes into something elegant and scalable - and you want to do it from one of the most vibrant cities in the country - this is your role.
What You Will Do Daily:
Build the Blueprint - End-to-End Process Ownership
  • You'll be the architect. Own the entire Order-to-Cash process from quote to cash collection and design the operating model that carries Sonar through its next phase of growth. No one has done this here before - you're building the blueprint.
  • Diagnose where things break today, trace issues to their root cause, and design a future-state model with crystal-clear roles, handoffs, and SLAs that the entire organization can rally around.
  • Create the OTC process narrative, SOPs, and process maps that become the institutional standard - your fingerprints will be on how this company operates for years to come.
Modernize the Stack - Automation & Systems
  • Lead the charge on eliminating manual work. Partner with Business Technology to unlock automation across the OTC cycle - turning spreadsheets and workarounds into scalable, system-driven workflows.
  • Be the Finance voice in how NetSuite, Salesforce CPQ, Aptitude RevStream, and Stripe work together. You'll shape how these platforms are configured and integrated to move faster and with fewer errors.
  • Champion the transition to automated cash application, invoice generation, and reconciliation - replacing firefighting with engineering.
Stay Ahead of the Business - New Products, Sales Channels & Revenue Streams
  • Be the person the business calls before they launch. Design OTC processes for new products, sales channels, and go-to-market motions so Finance is an accelerator, not a bottleneck.
  • Build scalable billing, invoicing, and settlement workflows for emerging revenue streams - partner referral payments, marketplace transactions, channel reseller programs - before they become urgent.
  • Partner with Product, Sales, and Partnerships teams early in the lifecycle to assess financial process implications, define system requirements, and make sure new offerings are operationally buttoned up from day one.
Raise the Bar - Controls & Public-Company Readiness
  • Design and implement a SOX-ready internal control framework over the OTC process that doesn't just check boxes - it builds confidence with auditors, leadership, and future investors.
  • Define the KPIs that matter (DSO, billing error rates, invoice cycle time, cash application match rates) and build the dashboards and reporting cadence to hold the process accountable.
  • Be the person external auditors want in the room for OTC walkthroughs and testing - because you built the controls and you know them cold.
Connect the Dots - Cross-Functional Governance
  • Sit at the intersection of Sales Ops, Deal Desk, Billing Ops, Revenue Accounting, Treasury, and BizTech. You'll be the connective tissue that turns six separate teams into one cohesive revenue machine.
  • Stand up and lead an OTC steering committee - set the priorities, manage the dependencies, and drive real accountability across functions.
  • Work hand-in-hand with Deal Desk and Revenue Ops to make sure deal structures, quoting workflows, and HERO approval processes translate cleanly into downstream billing and revenue recognition - no surprises at month-end.
Make It Better Every Day - Operational Excellence
  • Own a structured continuous improvement engine. Build and maintain an issue log, run root-cause analysis, deploy fixes, and track results - think Pareto charts, not finger-pointing.
  • Get upstream of problems. Proactively identify quote and deal-related issues before they cascade into revenue, ARR, or collections impacts at month-end.
  • Stay curious about what's next. Evaluate emerging technologies, tools, and best practices to keep Sonar's OTC process at the leading edge of what a high-growth SaaS company should look like.

The Experience You Will Need:
This is not a learning opportunity - it's a deployment opportunity. We need someone who has already done the hard work of transforming OTC processes and is ready to bring that playbook to a company where it will matter. If the following describes your career, we want to talk.
Required
  • 10+ years of progressive experience in finance operations, accounting, or business process management - with at least 5 of those years directly owning or leading Order-to-Cash process design, optimization, or transformation.
  • You've worked in SaaS or subscription software. You understand how subscription billing models, revenue recognition under ASC 606, and recurring revenue metrics (ARR, net retention, churn) actually flow through the OTC cycle - not just conceptually, but operationally.
  • You've led at least one full-cycle OTC transformation - from current-state assessment and stakeholder alignment through future-state design, systems implementation, and post-go-live stabilization. You can speak to what worked, what didn't, and what you'd do differently.
  • You've been hands-on in an ERP environment (NetSuite strongly preferred) and have working experience with Salesforce (CPQ preferred), plus at least one revenue automation or billing platform (e.g., Aptitude RevStream, Zuora, Stripe).
  • You've designed or materially improved internal controls within the OTC cycle in a SOX or SOX-readiness environment. You understand control objectives, not just control descriptions.
  • You've operated cross-functionally - partnering with Sales, Deal Desk, Legal, and Technology - in a global environment with multiple entities, currencies, and billing models. You know how to influence without direct authority and drive accountability across teams that don't report to you.
  • You communicate with precision. Whether it's a process narrative for auditors, a steering committee deck for leadership, or a root-cause analysis for the billing team - you tailor the message and land it clearly.
Preferred
  • CPA, MBA, or other relevant professional certification.
  • Experience preparing a company for IPO or operating within a public-company reporting environment.
  • Lean/Six Sigma or other formal process improvement certification.
  • Experience with Stripe billing and payment platforms.
  • Familiarity with marketplace billing dynamics (e.g., AWS, GCP, Azure marketplaces).
  • Big 4 public accounting or management consulting background - particularly in finance transformation or operational advisory.

Why You Will Love It Here:
  • Our culture and mission set us apart. We have a dynamic work culture that values respect and kindness and embraces the right to fail (and get right back up again!).
  • Great people make a great company. We value people skills as much as technical skills and strive to keep things friendly while still being passionate leaders in our domains.
  • We have a flexible work policy that includes 3 days in-office and 2 days work-from-home each week for those located near our office locations; some locations such as Dubai, India, Japan and Australia operate fully remotely.
  • We have a growth mindset. We love learning and believe continuous education is critical to our success. In an ever-changing industry, new skills are necessary, and we're happy to help our team acquire them.
  • As the leader in our field, our products and services are as strong as our internal team members.
  • We embrace transparency with regular meetings, cascading messages and updates on the growth and success of our organization.

Benefits of Working with Sonar:
  • Flexible comprehensive employee benefit package.
  • We encourage usage of our robust time-off allocations. You will receive 25 days of PTO per calendar year (on a pro-rated basis depending on your employment start date), with additional time provided for sickness, life events and holidays.
  • We offer an exciting 401(k) plan that has a 4% match, fully vested on day one of participation.
  • Fully paid parking in the heart of downtown Austin, Texas.
  • Global workforce with employees in 20+ countries representing 35+ unique nationalities.
  • We have an annual kick-off somewhere in the world where we meet to build relationships and goals for the company.
  • Monthly catered events, and team events

We Value Diversity, Equity, and Inclusion:
At Sonar, we believe that our diversity is our strength. We are a global company that values and respects different backgrounds, perspectives, and cultures.
We are committed to fostering a diverse and inclusive work environment where everyone feels valued and empowered to contribute their best. We are proud to be an equal opportunity employer and welcome all qualified applicants, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
All offers of employment at Sonar are contingent upon the precise results of a comprehensive background check and reference verification conducted before the start date.
We do not currently support visa candidates in the US.
Applications that are submitted through agencies or third party recruiters will not be considered.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.