Gartner

Collections Specialist

Gartner

full-time

Posted on:

Location Type: Office

Location: Barcelona • 🇪🇸 Spain

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Job Level

Mid-LevelSenior

Tech Stack

Oracle

About the role

  • Initiate contact with the Client to ensure the Client pays for services within the terms of the contract.
  • Evaluate Client’s credit history to review, approve, recommend terms for new business or escalate to sales, management, outside counsel if delinquent.
  • Support sales when client dispute invoices or requires supporting documentation/ preparation of a statement.
  • Maintain collections history in Oracle – iCollections.
  • Understand and adhere to all corporate guidelines for pricing, legal, product, Gold Notes, SOX and country specific laws.
  • Evaluate credit history, review and help prepare Sales Agreements with Sales for non-standard terms before presenting to Client; provide updated language, calculation of credits for re-writes and recommendations for edits or further approvals before submission to Client.
  • Start collections process through iCollections automating collections workflows and combining collection efforts via phone and email to the Client.
  • Coordinate with the GEMS and the Order Management teams to validate Clients outstanding balance or refund any overpayment coordinating with Cash Applications
  • Identify Client issues early and escalate to management and sales.
  • Provide recommendations for enforcing terms or preparing a payment plan directly with the Client.
  • Meet and exceed all monthly and quarterly targets.
  • Electronically invoice and collect through Clients web portals.
  • Preparation of credit memos and accurate coding depending upon the nature of the credit.
  • Provide monthly reports to management and Sales on all balances >$10K 60 days + delinquent.

Requirements

  • High School Diploma required; Associates Degree or equivalent work experience preferred.
  • 3 or more years of related office experience in one of the following areas: Customer Service, Collections, Sales Support.
  • Proficient in all Microsoft Software. Oracle and a CRM system knowledge a plus;
  • Excellent oral and written communication skills both in French and English;
  • Ability to communicate with a diverse audience at various levels and all countries and cultures within the organization;
  • Effective listening skills;
  • Excellent customer service skills;
  • Strong initiative;
  • 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/external business partnerships.
Benefits
  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
collectionscredit evaluationinvoice processingsales agreements preparationcredit memos preparationOracle iCollectionsCRM systemsMicrosoft Softwarepayment plan preparationdata reporting
Soft skills
oral communicationwritten communicationeffective listeningcustomer serviceinitiativetime managementanalytical skillsproblem solvingattention to detailinterpersonal skills
Certifications
High School DiplomaAssociates Degree