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Consulting Order SpecialistGartner • Fort Myers, FL, US
Consulting Order Specialist

Consulting Order Specialist

Gartner • Fort Myers, FL, US
30+ days ago
Job type
  • Full-time
Job description

Consulting Order Processor

Provide reporting analytics to key stakeholders to increase client retention. Increase productivity and performance of all new hires in Consulting via various training methods. Review contracts for accuracy and provide recommendations to ensure compliance with established SOX policy, Accounting policy and country specific law. Process contracts, revision requests, and invoices through Oracle and the order entry system timely and accurately.

Review order packages for accuracy and compliance within booking guidelines, SOX, contractual language, pricing, rate cards, risk management, country specific laws and pricing.

Understand and adhere to all corporate guidelines for pricing, legal, penalties, discounts, termination /out-clauses, risk management, product/service, SOX and country specific laws.

Review and validate for compliance non-standard statements of work with Consultants before presenting to Client; provide updated language, calculation of credits for takedowns / transfers and recommendations for edits or further approvals before submission to Client.

Complete Consulting Order Process Checklist. 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 / Sales/Consulting data into Oracle / OPI system, update and maintain engagements and invoice clients in accordance with the contractual terms.

Process manual billing each month and follow up with Sales/Consultants/Clients for Purchase Orders and for signed agreements for letter of intent bookings.

Electronically file all emails and contractual documentation in Alfresco.

High School Diploma required Associates Degree or equivalent work experience preferred.

5 or more years of related office experience in one of the following areas: Customer Service, Sales Support, General Accounting.

Proficient in Microsoft Office and Oracle.

Excellent oral and written communication skills; Ability to communicate and present with confidence to a diverse audience at various levels and all countries and cultures within the organization; Excellent listening skills; World class customer service skills; Initiative to do additional tasks; Excellent ability to work in a fast paced, high pressure environment while retaining patience; Excellent time management skills and ability to meet tight deadlines; Analytical, problem solving and project management skills; Meticulous attention to detail; Ability to adapt to a constantly changing environment; Excellent interpersonal skills; Team player; Ability to build strong internal/external business partnerships and excellent ability to retain and grow those relationships.

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.

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

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.

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.

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.

Job Requisition ID:110713

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Consulting Order Specialist • Fort Myers, FL, US

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