Portal Specialist (Billing and invoicing) at Gartner

Gurgaon, haryana, India -

Full Time

Start Date

Immediate

Expiry Date

24 Jul, 26

Salary

0.0

Posted On

25 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Invoice generation, Financial data entry, Billing, Order processing, Accounts receivable, Accounts payable, Microsoft Excel, Oracle, Salesforce, Analytical skills, Problem-solving, Time management, Customer service, Communication skills, Attention to detail, Data management

Industry

Information Services

Description

About this role: Review contracts for accuracy and provide recommendations to ensure they About this role: We are a team of highly motivated and talented people who are responsible for the accurate, timely and efficient Invoice generation globally. You will review contracts for accuracy before generating client Invoices to comply with established SOX (Sarbanes Oxley) policy, and country specific laws and will submit invoices on clients portals. What you’ll do: Review customer orders and generate invoices within defined SLA. Invoices processed with a minimum of 95% accuracy Electronically retrieve client Purchase orders from E-Portals Electronically submit generated invoices through client E-Portals Follow up with Sales for purchase orders and signed agreements for letter of intent bookings Understand and adhere to all corporate guidelines for 30+ country and state specific billing & invoicing regulations, tax rules and exemptions Resolving client's invoicing/other queries by taking calls with sales/collection/client(s) Review Invoicing Work-In-Progress report for accuracy, provide feedback on potential issues and recommend potential edits for the Order Management team Complete Billing and Invoicing Check List. Manage and maintain large datasets of action items. Work with Business units if key data points are missing ensuring Gartner maximizes invoicing accuracy for the month / quarter Enter all specific Client billing data (Tax IDs, exemption data, Purchase Order Numbers, Invoice Customization) into OPI (Order Processing Invoicing) system, update and invoice clients in accordance with the contractual terms Work closes with cash applications to ensure payments and credits are properly applied, tax team to ensure all tax guidelines are understood and followed, order management to ensure booking data is updated and accurate, collections to ensure billing and invoice data is received and accurate. Electronically file all emails and billing documentation (Invoices, exception certificates, purchase orders, requests, and approvals) in Sharepoint Create and manage proforma invoices per corporate guidelines and ensure 100% record keeping Keep and update accurate and detailed billing Manual for each supported region. What you’ll need: Graduate degree, postgraduate in finance (MBA) preferred 1-3 years of experience in one of the following areas: Financial Data Entry, Billing, or Order Processing/Order to cash , AP/AR Good with Invoice generation in AR and working knowledge of Client portals preferred Proficient in all Microsoft Software, Oracle and Salesforce working knowledge a plus Advanced expertise in Microsoft Excel and Reporting Ability to identify areas for improvement and propose innovative solutions. Excellent time management skills and ability to meet tight deadlines Excellent customer service skills Strong analytical and problem-solving skills; Attention to detail Excellent oral and written communication skills Strong initiative: Ability to work in a fast paced, high-pressure environment Ability to adapt to a constantly changing environment Strong interpersonal skills; Strong team player Ability to build strong internal/external business partnerships Ability to communicate with a diverse audience at various levels and all countries and cultures within the organization Who are we? Gartner delivers actionable, objective insight to executives and their teams. Our expert guidance and tools enable faster, smarter decisions and stronger performance on an organization’s most critical priorities. We’ve grown exponentially since our founding in 1979 and we're proud to have nearly 16,000 associates globally that support our 14,000+ clients in more than 100 countries. What makes Gartner a great place to work? Our teams are composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations. We believe that a variety of experiences makes us strong as individuals, as communities and as an organization. That’s why we're recognized worldwide as a great place to work year after year. We've been recognized by Fortune as one of the World’s Most Admired Companies, named a Best Place to Work for LGBTQ Equality by the Human Rights Campaign Corporate Equality Index and a Best Place to Work for Disability Inclusion by the Disability Equality Index. Looking for a place to turn your big ideas into reality? Join #LifeAtGartner What we offer: Our people are our most valuable asset, so we invest in them from Day 1. When you join our team, you’ll have access to a vast array of benefits to help you live your life well. These resources are designed to support your physical, financial and emotional well-being. We encourage continued personal and professional growth through ongoing learning and development opportunities. Our employee resource groups, charity match and volunteer programs keep you connected to your internal Gartner community and causes that matter to you. 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 affirmatively seek to advance the principles of equal employment opportunity. #LI-MS7 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 21,000 associates globally who support ~14,000 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. 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. Ready to grow your career with Gartner? Join us. 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 +1 (203) 964-0096 or by sending an email to ApplicantAccommodations@gartner.com. Job Requisition ID:109714 By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence. 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. About 14,000 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.

Responsibilities

The Portal Specialist is responsible for the accurate and timely generation of global invoices while ensuring compliance with SOX policies and country-specific regulations. They will manage client purchase orders, resolve invoicing queries, and maintain large datasets within the OPI system to ensure billing accuracy.