Gartner

Client Partner

• Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions across various business functions
• Introduce Gartner services and capabilities to new clients and communicate value to decision makers
• Facilitate client calls, understand client priorities, and recommend a program of action that drives high value and return of investment on their Gartner membership
• Collaborate with internal Gartner partners to overcome obstacles and maximize the value Gartner delivers to clients
• Conduct regular reviews of client book of business looking into performance and key client engagement metrics

Client Success Partner, Portuguese

Affiliate Manager

• Manage up to 25-30 senior executive member relationships
• Participate in account planning with Client Success Managers and Senior Account Executives
• Engage in all phases of the member lifecycle
• Ensure success by executing smooth hand-offs from the sales team
• Responsible for member retention and growth in the region
• Work with research analysts to develop and deliver relevant research
• Define and deliver innovative solutions by assessing client member needs

Executive Partner – High Tech

Director

• Gain access to and develop trust based, value added relationships with senior most technology leaders and their teams in large global accounts.
• Develop deep understanding of client business strategy, drivers, goals and initiatives - translating these into opportunities for the client to maximize value received and identifying new value delivery opportunities.
• Become a trusted advisor for the client across all their primary locations.
• Lead overall account and territory strategy to drive YoY growth and retention.
• Develop exemplary account solutions and license architectures – building account vision and strategy, and driving execution towards intended state.
• Orchestrate and marshal account planning and execution with cross-BU internal partners.
• Drive high activity by coordinating prospecting strategies and driving prospecting execution.
• Account management with the outcome of increased customer engagement and an increase in retention and account growth.
• Quota responsibility aligned to a specific multinational account.
• Build and demonstrate mastery of Gartner sales methodology and products.
• Drive consistent execution of Gartner’s proven best practices.
• Responsible for forecasting and forecast accuracy on a monthly/quarterly/annual basis.
• Maintain and leverage competitive knowledge & focus.

Client Director

Billing Specialist

• 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.

Order Management, Billing Specialist

Communications

• Create innovative, thought provoking, and highly leveraged “must-have research” content.
• Develop new research and ideas through thought leadership and offer compelling, actionable approaches to client's needs and requests that accelerate the client's ability to act.
• Develop in-depth analysis to identify the root cause of a client’s barriers or overall needs and reframe thinking to drive strategy forward.
• Demonstrate thought leadership in establishing research positions across a team of analysts.
• Bring provocative, independent insights to Gartner leaders that can evolve the course of a research agenda.
• Research, analyze and predict market trends and shifts to provide clients and vendors with actionable insights.
• Provide clients and prospects with actionable advice aligned to their designated content area via virtual or face-to-face interactions.
• Create and deliver high value presentation materials on and off stage for Gartner events, industry and professional association conferences, and client briefings.
• Provide sales support serving as voice of the market to help research teams create content and to drive engagement with clients to make progress against their critical priorities to grow their business.
• Provide high quality and timely research content peer review.
• Build credibility as an industry expert to represent Gartner research, methodology and strategy.
• Actively participate in innovation, ideation, and research discussions and collaborate effectively with peers in the research community.
• Identify research process improvements or develop new processes that help the team and Research & Advisory provide excellent service delivery.
• Be a mentor and a coach by supporting more junior team members.
• Be client-centric while actively seeking to help clients engage regularly and often with Gartner research and interactions.

Senior Director, Communications Analytics and Technology

• Create innovative, thought provoking, and highly leveraged “must-have research” content
• Develop new research and ideas through thought leadership and offer compelling, actionable approaches to client's needs and requests that accelerate the client's ability to act
• Develop in-depth analysis to identify the root cause of a client’s barriers or overall needs and reframe thinking to drive strategy forward
• Demonstrate thought leadership in establishing research positions across a team of analysts
• Bring provocative, independent insights to Gartner leaders that can evolve the course of a research agenda
• Research, analyze and predict market trends and shifts to provide clients and vendors with actionable insights
• Provide clients and prospects with actionable advice aligned to their designated content area via virtual or face-to-face interactions
• Create and deliver high value presentation materials on and off stage for Gartner events, industry and professional association conferences, and client briefings
• Support Research and Sales: Provide sales support serving as voice of the market to help research teams create content and to drive engagement with clients to make progress against their critical priorities to grow their business
• Provide high quality and timely research content peer review
• Build credibility as an industry expert to represent Gartner research, methodology and strategy
• Actively participate in innovation, ideation, and research discussions and collaborate effectively with peers in the research community
• Identify research process improvements or develop new processes that help the team and Research & Advisory provide excellent service delivery
• Be a mentor and a coach by supporting more junior team members
• Be client-centric while actively seeking to help clients engage regularly and often with Gartner research and interactions

Senior Director Analyst, Communications Analytics and Technology

Account Executive

• Quota Achievement in retaining and growing Total Sales Bookings (TSB) to ensure Net revenue growth for a given portfolio of conferences and/or clients
• Proficient in account planning and understanding of territory management
• Maintain or exceed pipeline goal of 3x value of sales forecast
• Renewal activities focused on client needs and development of high-level client relationships
• Timely and accurate revenue forecasting

Enterprise Exhibitor Sales Executive – Destination Conferences

Customer Success Manager

• Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions in IT, HR, Supply Chain, Marketing, Finance, Legal, and Sales practices ensuring they are successful in the utilization of their Gartner subscription, resulting in customer satisfaction, retention, and growth
• Introduce Gartner services and capabilities to new clients and communicate value to decision makers
• Facilitate client calls and engagements to surface client priorities, and recommend a program of action that drives high value and return of investment on their Gartner membership
• Collaborate with internal Gartner partners to overcome obstacles and maximize the value Gartner delivers to clients
• Conduct regular reviews of client book of business looking into performance and key client engagement metrics

Client Success Associate

• Consult with C-level executives to develop and implement an effective, enterprise-wide strategy that improves the value delivered by Gartner products and services
• Manage your accounts toward an outcome of increased customer satisfaction and an increase in retention and account growth
• Fulfill a quota responsibility of 1M+ of contract value within a territory of major client accounts
• Handle forecast accuracy on a monthly/quarterly/annual basis

Enterprise Account Executive

Marketing

• Own end-to-end strategy, execution and optimization for Gartner’s global third-party content syndication portfolio.
• Expand beyond traditional syndication models by piloting alternative paid formats that reach hard-to-access executive audiences.
• Shift program mix toward net-new contact acquisition and VP+ decision makers.
• Establish clear performance benchmarks across cost, quality and scalability.
• Use data-driven insights to continuously refine vendor mix, offers and targeting.
• Serve as the primary commercial and strategic owner for Gartner’s third-party syndication vendors.
• Hold vendors accountable to performance, suppression and delivery standards.
• Lead performance reviews, issue escalation and optimization planning.
• Ensure vendors meet all technical delivery standards, including correct formatting, tagging, UTMs, and lead delivery processes.
• Work closely with Martech/Marketing Operations to troubleshoot routing issues, improve data quality, and maintain system integrity.
• Build and maintain best practice documentation for marketers who rely on content syndication in their channels.
• Share insights and recommendations across product marketing, campaign teams, and regional marketers.
• Lead training sessions and provide strategic guidance to teams managing smaller or specialized syndication efforts.

Marketing Manager, Paid Third-Party Programs

• Engage and build relationships with senior executives within Gartner's strategic global 500 accounts
• Strategize and collaborate with the account team to drive conference attendance
• Advise accounts on which role-based conferences best align with their mission critical priorities
• Full cycle sales with enterprise clients
• Consistently exceed sales quotas by retaining, growing and prospecting attendees within your territory
• Collaborate across Gartner sales teams to drive partnerships and client relationships, sales, and leads
• Research and find new leads and contacts within Named Account territory

Conference Sales Executive

• Build, develop and manage relationships with existing clients
• Meet and engage with clients virtually to understand their business priorities
• Recommend a program of action that drives high value, client retention, and ROI
• Onboard new clients introducing their purchased Gartner services
• Collaborate with internal Gartner colleagues

Client Success Manager – GBS HR

Analyst

• Develop thought-leading insights and advice on AWS, Microsoft Azure/M365, and Google Cloud Platform licensing and commercial negotiations.
• Guide clients through major cloud contract events, renewals, cost optimization, and negotiation strategy.
• Publish research, deliver presentations, and advise through client interactions.
• Analyze trends such as optimizing commercial strategies for multi-cloud environments.
• Evaluate client usage patterns to identify cost optimization levers and recommend negotiation strategies.
• Develop in-depth analysis of client challenges.
• Demonstrate thought leadership across cloud commercial management topics.
• Research and predict cloud market trends.
• Engage daily with senior-level clients.
• Create and deliver presentation materials.
• Support Research and Sales. Provide peer review. Build credibility as an industry expert. Participate in innovation and research discussions. Mentor junior team members. Be client-centric and drive engagement.

Senior Director Analyst – Cloud Licensing, Commercial Negotiations

• Serve as primary point of contact for clients during onboarding and conference support
• Develop knowledge of client’s business to provide value-added interactions
• Collaborate with Marketing & Sales power contacts for mutual understanding of client’s needs
• Support Account Executive in renewal process and identify new revenue opportunities
• Conduct client-facing meetings to represent Gartner Conference's service value

Global Client Success Partner – Conferences

Artificial Intelligence

• Responsible for subject matter expertise, project delivery, and oversight
• Advise clients at the highest strategic level
• Collaborate with clients to establish AI programs and processes for scaling delivery of AI solutions