Consulting Order Specialist

Gartner•Irving, TX

9d•$41,000 - $57,000•Hybrid

About The Position

This role focuses on providing reporting analytics to key stakeholders to increase client retention and enhance the productivity and performance of new hires through various training methods. A key responsibility includes reviewing contracts for accuracy and ensuring compliance with SOX policy, Accounting policy, and country-specific laws. The specialist will process contracts, revision requests, and invoices accurately and in a timely manner through Oracle and the order entry system.

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.