Order Management & Billing Specialist

Gartner • Irving, TX

10d • Hybrid

About The Position

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.

Requirements

• 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.

Nice To Haves

• Oracle and CRM system knowledge (Salesforce) is a plus.

Responsibilities

• 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.

Benefits

• 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.
• Gartner believes in fair and equitable pay.
• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree