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Collections Specialist

Fort Myers, Florida

Job Description:

What makes Gartner a GREAT fit for you? When you join Gartner, you’ll be part of a fast-growing team that helps the world become smarter and more connected. We’re the world’s leading research and advisory company, achieving consistent double-digit growth by steering clients toward the right decisions with business and technology insights they can’t find anywhere else. Our associates enjoy a collaborative work environment, exceptional training and career development — as well as unlimited growth opportunities. If you like working with a curious, supportive, high-performing team, Gartner is the place for you.

When you join Gartner, you’ll be part of a fast-growing team that helps the world become smarter and more connected. We’re the leader in our industry, achieving double-digit growth by helping clients make the right decisions with business and technology insights they can’t find anywhere else. Our associates enjoy a collaborative work environment, exceptional training and career development — as well as unlimited growth potential. If you like working with a generous, supportive, high-performing team, Gartner is where you want to be.

About this role:

The B2B (Business to Business) Collections Specialist is an integral part of the Credit & Collections team. Primary responsibility is to manage a high-volume collection portfolio by maintaining an acceptable payment pattern for each Client identifying and resolving invoice discrepancies and maintaining a good relationship with our customers and other key stakeholders. Initiate contact with the Client to ensure the Client pays for services within the terms of the contract. Evaluate Client’s credit history to review, approve or recommend terms for new business. Escalate risk to sales, management, outside counsel if delinquent. Support sales if the client dispute invoices or requires supporting documentation/ preparation of a statement. Maintain collections history in Oracle – iCollections. 

What you’ll do:  

  • Understand and adhere to all corporate guidelines for pricing, legal, product, SOX (Sarbanes Oxley) and country-specific laws. 
  • Evaluate credit history, review and help Deal Hub prepare Sales Agreements with Sales for non-standard terms before presenting to Client; provide updated language, calculation of credits for re-writes and recommendations for edits or further approvals before submission to Client.
  • Start collections process through automated iCollections collections workflows, combining direct collection efforts via phone and email to the Client.
  • Collections performance: responsible for collecting payment for assigned invoices, measured on success of invoices collected in each aging category, frequency of Client contact, cash collected and managing unapplied cash and credits with refunds / applications
  • Support B2B rolling regional portfolio of invoices handling < 600 transactions targeted at the beginning of each quarter
  • Responsible for 90/60/30/0 transactions documenting actions and touch points to meet target goals for receivable funds.
  • Frequency of interaction with client on invoice status (payment dates / Payment promises / issue resolution / etc.)
  • Touchpoint Cadence: responsible for maintaining contact with Internal and External stakeholders to resolve payment, measured on average of days since last contact by transaction.
  • Identify Client issues early and escalate to management and sales.
  • Provide recommendations for enforcing terms or preparing a payment plan directly with the Client.
  • Coordinate with the Order Management teams to validate Clients outstanding balance or refund any overpayment coordinating with Cash Applications
  • Coordinate with the Portal team to support electronically invoicing and collecting through Clients portals.
  • Preparation of credit memos and accurate coding depending upon the nature of the credit.
  • Provide monthly reports to management and Sales on all balances >$10K 60 days + delinquent.
  • Meet and exceed all individual monthly and quarterly targets for assigned region/portfolio

What you’ll need:

  • High School Diploma required; Associates Degree or equivalent work experience preferred.
  • 3 or more years of related office experience in one of the following areas: Customer Service, Collections, Sales Support.
  • Proficient in Microsoft Word, Oracle and a CRM system knowledge a plus.
  • Above average proficiency in Microsoft Excel (Creation of formulas, sorting, filtering and general spreadsheet manipulation)
  • Excellent oral and written communication skills.
  • Ability to communicate with a diverse audience at various levels and all countries and cultures within the organization.
  • Effective listening skills.
  • Excellent customer service skills.
  • Strong initiative.
  • 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/external business partnerships.

Who you are:

  • Motivated, high-potential performer, with demonstrated ability to influence and lead.
  • Strong communicator with excellent interpersonal skills.
  • Able to solve complex problems and successfully manage ambiguity and unexpected change.
  • Teachable and embracing of best practices and feedback as a means of continuous improvement.
  • Consistently high achiever marked by perseverance, humility and a positive outlook in the face of challenges.

What we offer:
In addition to an outstanding work environment with rapid advancement potential, Gartner associates enjoy exceptional compensation and benefits, including:

  • 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.

About Gartner:

Gartner, Inc. (NYSE: IT) is the world’s leading information technology research and advisory company. We deliver the technology-related insight necessary for our clients to make the right decisions, every day. We work with every client to research, analyze and interpret the business of IT within the context of their individual role. Founded in 1979, Gartner is headquartered in Stamford, Connecticut, U.S.A. – Visit to learn more.

Job Requisition ID:46753

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