Order Management & Billing Specialist

About the role

Gartner is hiring an Order Management & Billing Specialist in Fort Myers. The specialist supports a team of internal product champions who empower sellers with guidance on Salesforce Quote, Configure and Order tools, driving adoption, process improvements and business readiness while ensuring orders meet Gartner SOX and policy guidelines.

Key responsibilities

• Process contracts and orders through Salesforce and the order entry system to deliver client deliverables and invoices.
• Adhere to corporate guidelines on pricing, legal, product, Gold Notes, SOX and country-specific laws.
• Review and help prepare Sales Agreements with Sales, update language, calculate credits for re-writes and recommend edits or approvals.
• Work with business units to obtain missing approvals and key data, and coordinate with License Management and Onboarding for timely activation of deliverables.
• Process manual billing each month and follow up with Sales and clients on Purchase Orders.
• File emails and contractual documents electronically and act as the go-to resource for Salesforce QCO tools.
• Help sellers with best practices and alternatives when quoting, and assist in change management, training and coaching.
• Identify and drive process improvements.

Required profile

• Associate degree or equivalent work experience.
• 3+ years of related office experience in Customer Service, Sales Support or General Accounting.
• Excellent oral and written communication, listening and customer service skills.
• Ability to communicate with diverse audiences across countries and cultures, and to work in a fast-paced, high-pressure environment.
• Strong initiative, time management, analytical and problem-solving skills, attention to detail and teamwork.

Required skills

• Proficiency in Microsoft software.
• Knowledge of Oracle and CRM systems is a plus; Salesforce is a plus.

What we offer

• Base salary estimated between 41,000 and 57,000 USD, with possible bonuses or an uncapped sales incentive plan.
• Hybrid work, generous PTO, 401k match up to 7,200 USD per year and the option to buy company stock at a discount.