Consulting Order Specialist

Gartner•Fort Myers, FL

9d•Hybrid

About The Position

Provide reporting analytics to key stakeholders to increase client retention. Increase productivity and performance of all new hires in Consulting via various training methods. Review contracts for accuracy and provide recommendations to ensure compliance with established SOX policy, Accounting policy and country specific law. Process contracts, revision requests, and invoices through Oracle and the order entry system timely and accurately.

Requirements

High School Diploma required
5 or more years of related office experience in one of the following areas: Customer Service, Sales Support, General Accounting
Proficient in Microsoft Office and Oracle
Excellent oral and written communication skills
Ability to communicate and present with confidence to a diverse audience at various levels and all countries and cultures within the organization
Excellent listening skills
World class customer service skills
Initiative to do additional tasks
Excellent ability to work in a fast paced, high pressure environment while retaining patience
Excellent time management skills and ability to meet tight deadlines
Analytical, problem solving and project management skills
Meticulous attention to detail
Ability to adapt to a constantly changing environment
Excellent interpersonal skills
Team player
Ability to build strong internal/external business partnerships and excellent ability to retain and grow those relationships

Nice To Haves

Associates Degree or equivalent work experience preferred

Responsibilities

Review order packages for accuracy and compliance within booking guidelines, SOX, contractual language, pricing, rate cards, risk management, country specific laws and pricing.
Understand and adhere to all corporate guidelines for pricing, legal, penalties, discounts, termination /out-clauses, risk management, product/service, SOX and country specific laws.
Review and validate for compliance non-standard statements of work with Consultants before presenting to Client; provide updated language, calculation of credits for takedowns / transfers and recommendations for edits or further approvals before submission to Client.
Complete Consulting Order Process Checklist. 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/Consulting data into Oracle / OPI system, update and maintain engagements and invoice clients in accordance with the contractual terms.
Process manual billing each month and follow up with Sales/Consultants/Clients for Purchase Orders and for signed agreements for letter of intent bookings.
Electronically file all emails and contractual documentation in Alfresco.

Benefits

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
world-class benefits
highly competitive compensation
disproportionate rewards for top performers
hybrid work environment
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
generous PTO
a 401k match up to $7,200 per year
the opportunity to purchase company stock at a discount