Order Management & Billing Specialist

About the role

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.

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.

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.
• 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.

About the company

At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. Since our founding in 1979, we’ve grown to 20,000 associates globally who support over 13,000 client enterprises in ~90 countries and territories. We do important, interesting, and substantive work that matters.

Gartner is at the center of the AI revolution, providing proactive, objective guidance throughout clients’ AI journeys. We set the standard for how organizations leverage artificial intelligence to drive meaningful impact. You’ll have access to unmatched resources, expertise, and technology, playing a key role in helping Gartner and our clients innovate and grow.

Benefits

• World-class benefits and highly competitive compensation.
• Disproportionate rewards for top performers.
• Hybrid work environment with flexibility and support to thrive.
• 401k match up to $7,200 per year.
• Opportunity to purchase company stock at a discount.
• Generous PTO.

Pay

A reasonable estimate of the base salary range for this role is 41,000 USD - 57,000 USD. Actual salaries may vary based on factors including education, training, experience, professional achievement, business need, and location. 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.