Order Management & Billing Specialist

Gartner, Inc.; Fort Myers (FL); On-site; USD 41,000 - 57,000; Full time

Benefits offered by this job

Hybrid work environment

PTO

401k match up to $7,200/year

Stock purchase at a discount

Job summary

Gartner, Inc. is seeking an Order Management Specialist to support Salesforce Quote, Configure, and Order tools. You will guide sellers, ensure each order complies with policy and SOX, and collaborate across units to maximize bookings.

You’ll handle contracts, billing, and trainer activities to boost adoption of the Salesforce tools. The role requires a associates degree or equivalent plus 3+ years in customer service or sales support.

Qualifications

• Associate degree or equivalent work experience.
• 3+ years in Customer Service, Sales Support or General Accounting.
• Proficient with Microsoft Office; Salesforce knowledge a plus.

Responsibilities

• Process contracts and orders through Salesforce and the order entry system.
• Adhere to all pricing, legal, product, SOX and country-specific rules.
• Review Sales Agreements with Sales before presenting to clients.
• Coordinate with units to obtain approvals and data for bookings.
• Activate client deliverables with License Management and Onboarding.
• Process monthly billing and follow up for Purchase Orders.
• File emails and contractual documentation electronically.
• Serve as go-to resource for Salesforce QCO tools.
• Provide training and coaching to improve Salesforce usage.
• Identify and drive process improvements.

Skills

Customer Service

Sales Support

Communication

Time Management

Problem Solving

Education

Associate degree or equivalent experience

Tools

Salesforce

Microsoft Office

CRM systems

Job description

About this 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.

What you’ll do:

• 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.

What you’ll need:

• 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.
• The 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.

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.

Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 41,000 USD - 57,000 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, 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. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates.

We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more.

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].

Job Requisition ID:107990

Gartner Applicant Privacy Link: https://jobs.gartner.com/applicant-privacy-policy

For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.

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.