Order Management Specialist

Company: Gartner
Location: Fort Myers
Posted on: September 3, 2024

Job Description:

About this role: Review contracts for accuracy and provide recommendations to ensure they comply with established SOX policy, pricing policy and country specific law. Process contracts through Oracle and the order entry system to provide clients with their deliverables and invoice.What you'll do:

• Understand and adhere to all corporate guidelines for legal, pricing, penalties, discounts, termination /out-clauses, product/service, Gold Notes, SOX (Sarbanes Oxley) and country specific laws.
• Review and help prepare all 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.
• 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.
• Enter all specific Client/ Sales data into Oracle / OPI (Order Processing and Invoicing) system, update and maintain engagements and invoice clients in accordance with the contractual terms.
• Review Transaction Verify report after booking for accuracy. Hand off to License Management and On Boarding teams to activate Client deliverables when applicable.
• Process manual billing each month and follow up with Sales /Clients 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 view their attainment of quota to forecast to bookings for Sr VP Sales, Sales are compensated accurately, Client data accurately flow to all Company databases, systems and Client Connect. Revenue recognized accurately and increase our cash flow by accuracy of invoice to Clients
• Expected Results: Review and help prepare 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% accuracyWhat 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: Customer Service, Sales Support, General Accounting
  • Advanced expertise in Microsoft Excel
  • Proficient in Oracle and a CRM (Customer Relationship Management) system knowledge a plus
  • Excellent oral and written communication skills
  • Ability to communicate with a diverse audience at various levels and all countries and cultures within the organization
  • Effective listening skills
  • Excellent customer service skills
  • Strong initiative; Ability to work in a fast paced, high pressure environment
  • Excellent time management skills and ability to meet tight deadlines
  • Strong analytical and problem-solving skills; Attention to detail
  • Ability to adapt to a constantly changing environment
  • Strong interpersonal skills; Strong team player
  • Ability to build strong internal/external business partnershipsWho are we?At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.Our mission relies on expert analysis and bold ideas to deliver actionable, objective insight, helping enterprise leaders and their teams succeed with their mission-critical priorities.Since our founding in 1979, we've grown to more than 20,000 associates globally who support -15,000 client enterprises in -90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.What makes Gartner a great place to work?Our sustained success creates limitless opportunities for you to grow professionally and flourish personally. We have a vast, virtually untapped market potential ahead of us, providing you with an exciting trajectory long into the future. How far you go is driven by your passion and performance.We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a .What do we offer?Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers.In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.Ready to grow your career with Gartner? Join us.Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 40,800 USD - 55,200 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more.The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to affirmatively seek to advance the principles of equal employment opportunity.Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at +1 (203) 964-0096 or by sending an email to.Job Requisition ID:91655By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence.Gartner Applicant Privacy Link: https://jobs.gartner.com/applicant-privacy-policyFor efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.

Keywords: Gartner, Fort Myers , Order Management Specialist, Executive , Fort Myers, Florida