Sr Specialist, TPA

Gartner, Inc.; Gurugram District; On-site; INR 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive salary

Generous PTO

Group Medical Insurance

Parental Leave

Employee Assistance Program (EAP)

Job summary

Gartner, Inc. in Gurgaon, India, is seeking a Senior Specialist to join the Territory Planning & Analytics team.

You will lead operational deliverables, validate accounts, and route them to the right sales representatives while collaborating with Marketing, Sales & Strategy Ops, and DS&E to resolve complex problems. You will develop and maintain data-driven processes, perform quality checks, and support leadership with actionable insights using Power BI, Excel, and macros.

Qualifications

• MBA or Bachelor’s degree with 3+ years of experience.
• Strong Excel and data analysis skills; Power BI and macros are a plus.
• Excellent written and spoken English; stakeholder collaboration.

Responsibilities

• Execute regional account assignment operations and support the leadership team in process changes and training.
• Ensure quick and accurate assignment of new accounts to the Sales team, enhancing seller/customer experience.
• Understand key operational metrics and apply routing logic for account assignment.
• Conduct data analysis and support reporting needs, driving process improvements.
• Collaborate with Marketing, Sales & Strategy Ops, DS&E and Sales teams to solve complex problems.

Skills

Analytical thinking

Communication

Collaboration

Problem solving

Education

MBA or Bachelor’s degree

Tools

Microsoft Office Suite

Power BI

Macros

Job description

About the role:

The role is a part of the Territory Planning & Analytics (TP&A) team in GSSO. The TP&A team is focused on designing the optimal territory investment, design and alignment strategy to maximize Sales (and Services) productivity. The Senior Specialist will be joining the New Assignment Team. The primary objective of this team is to ensure that accounts are validated and routed to the appropriate sales representative based on secondary research into company firmographic data. The Senior Specialist will be expected to lead and independently manage the defined Operational deliverables by executing quality output of the key processes and enable the Sales team to pursue right opportunities. As an individual contributor, they will partner with various key stakeholders like Marketing, Sales & Strategy Operation, DS&E and Sales teams and improve your understanding of complex business problems from diverse perspectives and support in driving key projects and initiatives aimed to improve the Account Assignment process.

What you will do:

• Regional account assignment:
  • Execute business-critical Account Assignment operations and support the leadership team in process changes and related training for larger teams.
  • Ensure quick and accurate assignment of new accounts to the Sales team, enhancing the seller/customer experience and improving speed-to-lead rates.
  • Understand key operational metrics and use available data to identify the right salesperson, applying the appropriate routing logic for account assignment.
  • Perform quality checks on account assignments based on defined routing logic and data sources and identify opportunities for individual and process improvements.
• Analytical problem solving:
  • Analyse and improve account assignment processes by identifying root causes of problems identified or escalations by sales and marketing teams to ensure fixes are implemented.
  • Drive high-complexity projects with minimal guidance, independently executing assigned work streams.
  • Conduct data analysis and support reporting needs, as well as provide ad-hoc data critical for business decisions.
  • Become proficient with data tools and internal applications, including Anaplan, Excel, and Power BI.
• Stakeholder management and senior sales leader communication:
  • Communicate efficiently with Sales Managers and representatives, providing swift and accurate responses and resolutions.
  • Collaborate with leadership to establish and report performance goals that align with Sales & Strategy operational objectives.
  • Develop and maintain tools, resources, and training materials within processes, contributing to knowledge capture and documentation.

What you will need:

• An MBA or Bachelor’s degree, with 3+ years of experience. Relevant experience in service operations is preferred.
• Practical understanding of Microsoft office suit. Knowledge of Power BI and Macros is a plus.
• Practical, intuitive problem solving and the ability to translate queries and reported issues into process improvement insights through analysis.
• Proficiency in English with excellent verbal and written communication skills.
• A strong mix of thought leadership and business acumen, with a proven track record of delivering outstanding results.
• Strong collaboration skills; be a self-starter who can anticipate business needs and proactively work on them.
• The ability to work effectively and efficiently in a fast-paced, deadline-driven environment.
• Strong time management skills, with the ability to prioritize workload, meet deadlines, and produce accurate results.

What you will get:

• Competitive salary, generous paid time off policy, charity match program, Group Medical Insurance, Parental Leave, Employee Assistance Program (EAP)
• Collaborative, team-oriented culture that embraces diversity.
• Professional development and unlimited growth opportunities

Who are we?

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. That’s why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.

What makes Gartner a great place to work?

Our vast, virtually untapped market potential offers limitless opportunities – opportunities that may not even exist right now – for you to grow professionally and flourish personally. How far you go is driven by your passion and performance. We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients. Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations. We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.

Gartner is the world authority on AI

At Gartner, you’ll join a company at the very center of the AI revolution. Gartner has 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, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes. It’s an exciting time to be at Gartner, with limitless opportunities to make a real impact, grow your skills, and build a lasting, meaningful career in a field that’s reshaping the way we operate. If you’re passionate about AI and want to be part of a team that’s guiding the leaders who shape the world, Gartner is the place for you.

What do we offer?

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.

The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status or any other legally protected status and to seek to advance the principles of equal employment opportunity. Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at [phone] or by sending an email to [e-mail].

At Gartner, we guide the leaders who shape the world. Over 13,000 client enterprises worldwide rely on Gartner for actionable, objective business and technology insights. Our teams of thinkers and doers know that staying curious is the best way to shape the future, for ourselves and our clients. Our sustained success creates limitless opportunities for you to grow professionally and flourish personally. We have a vast, virtually untapped market potential ahead of us, providing you with an exciting trajectory long into the future. How far you go is driven by your passion and performance. 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.