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Order Management 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.

About this role: 
Review contracts for accuracy and provide recommendations to ensure they comply with established SOX policy, pricing policy and country specific law. Process contracts through Oracle and the order entry system to provide clients with their deliverables and invoice.

What you’ll do: 

  • Review contracts for accuracy and provide recommendations to ensure they comply with established SOX policy.
  • Pricing policy and country-specific law. Process contracts through Oracle and the order entry system to provide clients with their deliverables and invoice.
  • Understand and adhere to all corporate guidelines for pricing, legal, product, Gold Notes, SOX and country-specific laws. 
  • Review and help prepare all Sales Agreements with Sales before presenting to Client; provide updated language, calculation of credits for re-writes and recommendations for edits or further approvals before submission to Client.
  • Review order packages for accuracy and compliance within booking guidelines, SOX, contractual language, country-specific laws and pricing.
  • Review new and existing services before transacting; complete Order Check List and Mapping Sheet. *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 and Sales data into Oracle / OPI system and invoice clients in accordance with the contract terms.
  • Review Transaction Verify report after booking for accuracy.
  • Handoff to License Management and On-Boarding teams to activate Client deliverables.
  • Process manual billing each month and follow up with Sales/Clients for Purchase Orders.
  • Electronically file all emails and contractual documentation in Documentum.

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, Sales Support, General Accounting
  • Advanced expertise in Microsoft Excel ( Pivot Tables, Formula Creation, V & HLookup, sorting and filtering) highly desirable
  • Excellent oral and written communication skills( grammar, punctuation, sentence structure, wordsmithing)
  • 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 
  • Proficient in Oracle and a CRM system knowledge a plus
  • 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 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


Job Requisition ID:44202

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