Order Management & Billing Specialist

About this Role:

As an Order Management Specialist, you will be part of a dynamic group dedicated to empowering sellers by providing expert guidance and support for Salesforce Quote, Configure, and Order tools. As internal product champions, the team drives adoption, process improvements, and business readiness across the organization while ensuring each order meets Gartner SOX and policy guidelines.

What you'll do:

* Process contracts and orders through Salesforce, and the order entry system to provide clients with their deliverables and invoices.

* Understand and adhere to all corporate guidelines for pricing, legal, product, Gold Notes, SOX, and country-specific laws.

* Review and help prepare Sales Agreements with Sales before presenting to clients; provide updated language, calculate credits for re-writes, and recommend edits or further approvals as needed.

* Work with all business units to obtain missing approvals and key data, ensuring maximum sales bookings for the month/quarter.

* Coordinate with License Management and Onboarding teams to ensure timely activation of client deliverables.

* Process manual billing each month and follow up with Sales/Clients for Purchase Orders.

* Electronically file all emails and contractual documentation

* Serve as the go-to resource for navigating Salesforce QCO tools.

* Help sellers with best practices and alternatives when facing quoting challenges.

* Assist in change management strategies that promote adoption and business readiness across Salesforce.

* Provide real-time training and coaching to improve Salesforce understanding and usage.

* Identify and drive process improvements.

What you'll need:

* Associate degree or equivalent work experience

* 3+ years of related office experience in Customer Service, Sales Support, or General Accounting.

* Proficient in all Microsoft software: Oracle and CRM system knowledge (Salesforce) is a plus.

* Excellent oral and written communication skills.

* The ability to communicate with a diverse audience at various levels and across countries and cultures within the organization.

* Effective listening skills and excellent customer service.

* Strong initiative and 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 and external business partnerships.

#LI-TR3 #LI-Hybrid

Who 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 business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.

Since our founding in 1979, we've grown to 21,000 associates globally who support ~14,000 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 vast, virtually untapped market potential offers limitless opportunities - opportunities that may not even exist right now - for you to grow professionally and flourish personally. 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 great place to work.

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.

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 seek to advance the principles of equal employment opportunity.

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