12 days old

Order Management Specialist

Gartner, Inc
Fort Myers, FL 33901
  • Job Code

What makes Gartner a GREAT fit for you? When you join Gartner, you'll be part of a team with a no-limits mindset that helps the world become smarter and more connected. We're the world's leading research and advisory company that steers clients toward the right decisions with business and technology insights they can't find anywhere else. Our associates enjoy a collaborative work environment with exceptional training and career development. If you like working with a curious, supportive, high-performing team, Gartner is the place for you.

Interested in learning more, view and register for any of our upcoming recruiting events here !

Order Management Specialist

What makes Gartner a GREAT fit for you? When you join Gartner, you'll become part of a growth company with a community of people that helps the world become smarter and more connected. As the world's leading research and advisory company, we have a long track record of success helping leaders across the enterprise make their most critical business and technology decisions.

We combine curiosity with teamwork to get results. We're driven yet humble. Fueled by expert analysis, bold ideas and intellectual courage, our people are key to our success. As an associate, you'll receive the rock-solid foundation and resources for you to steer your career. Whether developing in your current role, moving into leadership, or mastering your discipline, how far you go is up to you. At Gartner, you'll thrive and have the opportunity to work with a supportive, high-performing team.

About this role: We are a team of highly motivated and talented people who are responsible for the accurate, timely and efficient processing of customer contracts, and booking orders as per Gartner policies. You will r eview contracts for accuracy and provide recommendations to ensure they comply with established SOX (Sarbanes Oxley) policy, pricing policy and country specific laws. You will process contracts through Oracle based order entry system to provide clients with their deliverables and invoice.

What you'll do:

  • Review and help prepare sales agreements with Sales before presenting to Client; provide updated language, calculation of credits for re-writes and recommendations for edits or further approvals before submission to Client
  • Review order packages for accuracy and compliance within booking guidelines, SOX, contractual language, country specific laws and pricing
  • Understand and adhere to all corporate guidelines for legal, pricing, penalties, discounts, termination /out-clauses, product/service, Gold Notes, SOX and country specific laws
  • Review new and existing services before transacting; complete Order Check List and Mapping Sheet. Work with all business units if approvals and key data are missing ensuring Gartner maximizes sales bookings for the month / quarter and ensure timely activation of client services
  • Enter all specific Client/ Sales data into the order entry system, update and maintain service agreements and invoice clients in accordance with the contractual terms
  • Review Transaction Verify report after booking for accuracy.
  • Process invoices each month and follow up with Sales for purchase orders and signed agreements for letter of intent bookings
  • Electronically file all emails and contractual documentation in the corporate e-file system
  • Impact: Client/Sales satisfaction, Clients immediately access their services, Sales immediately views their attainment of quota to forecast to bookings for Sr VP Sales, Sales are compensated accurately, Client data accurately flows to all Company databases, systems and Client Connect. Revenue recognized accurately and increases our cash flow by the accuracy of invoices to Clients
  • Expected Results: Review and book service agreements for Sales within 24 - 48 hours. Once authorized, process complete and accurate orders within 24-48 hours; Orders processed with a minimum of 95% accuracy

What you'll need:

  • High School Diploma required; Associates Degree or equivalent work experience preferred.
  • 3 or more years of related office experience in one of the following areas: Administrative Sales Support, General Accounting and Invoicing or Customer Service
  • Advanced expertise in Microsoft Excel
  • Excellent time management skills and ability to meet tight deadlines
  • Excellent customer service skills
  • Strong analytical and problem-solving skills; Attention to detail
  • Excellent oral and written communication skills
  • Effective listening skills
  • Strong initiative; Ability to work in a fast paced, high pressure environment
  • Ability to adapt to a constantly changing environment
  • Strong interpersonal skills; Strong team player
  • Ability to build strong internal/external business partnerships
  • Proficient in Oracle and a CRM (Customer Relationship Management) system knowledge a plus
  • Ability to communicate with a diverse audience at various levels and all countries and cultures within the organization

Who you are:

  • Motivated, high-potential performer, with demonstrated ability to influence and lead
  • Strong communicator with excellent interpersonal skills
  • Able to solve complex problems and successfully manage ambiguity and unexpected change
  • Teachable and embracing of best practices and feedback as a means of continuous improvement
  • Consistently high achiever marked by perseverance, humility and a positive outlook in the face of challenges

What we offer:

In addition to an outstanding work environment with rapid advancement potential, Gartner associates enjoy exceptional compensation and benefits, including:

  • An upbeat, positive culture. Integrity, objectivity, collaboration, results and a no-limits mindset are central to our values
  • Limitless growth. We work with you to help you meet your goals and advance within the company
  • Encouragement to be innovative and challenge status quo
  • Exposure to industry leading training and development
  • Performance based recognition and rewards

About Gartner:

Gartner, Inc. (NYSE: IT) is the world's leading research and advisory company. The company helps business leaders across all major functions in every industry and enterprise size with the objective insights they need to make the right decisions. Gartner's comprehensive suite of services delivers strategic advice and proven best practices to help clients succeed in their mission-critical priorities. Gartner is headquartered in Stamford, Connecticut, USA, and has more than 15,000 associates serving clients in 11,000 enterprises in 100 countries. For more information, visit gartner.com.

Job Requisition ID:47124

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Posted: 2021-01-06 Expires: 2021-02-04
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Order Management Specialist

Gartner, Inc
Fort Myers, FL 33901

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