Order Management Specialist

Miami, FL



  • Evaluate and help concoct sales agreements with Sales before offering to Client; provide updated language, calculation of credits for re-writes and recommendations for edits or additional approvals before submission to Client
  • Review order packages for accuracy and compliance within booking guidelines, SOX, contractual language, country specific laws and pricing
  • Understand and adhere to all corporate guidelines for legal, pricing, penalties, discounts, termination /out-clauses, product/service, Gold Notes, SOX and country specific laws
  • 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 and ensure timely activation of client services
  • Enter all specific Client/ Sales data into the order entry system, update and maintain service agreements and invoice clients in accordance with the contractual terms
  • Review Transaction Verify report after booking for accuracy.
  • Process invoices each month and follow up with Sales for purchase orders and signed agreements for letter of intent bookings
  • Electronically file all emails and contractual documentation in the corporate e-file system
  • Impact: Client/Sales satisfaction, Clients immediately access their services, Sales immediately views their attainment of quota to forecast to bookings for Sr VP Sales, Sales are compensated accurately, Client data accurately flows to all Company databases, systems and Client Connect. Revenue recognized accurately and increases our cash flow by the accuracy of invoices to Clients
  • Expected Results: Review and book service agreements for Sales within 24 – 48 hours. Once authorized, process complete and accurate orders within 24-48 hours; Orders processed with a minimum of 95% accuracy




  • High School Diploma mandatory; Associates Degree or corresponding work experience ideal.
  • At least three years of associated office experience in one of the following areas: Administrative Sales Support, General Accounting and Invoicing or Customer Service
  • Advanced expertise in Microsoft Excel
  • Proficient in Oracle and a CRM (Customer Relationship Management) system knowledge a plus
  • Ability to communicate with a diverse audience at various levels and all countries and cultures within the organization





Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 9/17/2020
Salary $14.27/hr

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