Collections Specialist
When you join Gartner, you’ll be part of a fast-growing team that helps the world become smarter and more connected. We’re the leader in our industry, achieving double-digit growth by helping clients make the right decisions with business and technology insights they can’t find anywhere else. Our associates enjoy a collaborative work environment, exceptional training, and career development — as well as unlimited growth potential. If you like working with a generous, supportive, high-performing team, Gartner is where you want to be.
 

About this role:
We are seeking a detail-oriented and proactive individual to join our Credit & Collections team and focus on Refund Reconciliation and Collector Alignment.
In this role, you will be responsible for overseeing the incoming Accounts Receivable email traffic, identifying the appropriate team or Collector to forward emails to, and creating rules in Outlook to automate and streamline email responses. You will oversee Collector portfolio alignment and ensure systems remain in sync, to accurately assign transactions to the appropriate Collector. Additionally, you will assist with Client overpayment refunds by performing refund reconciliations and initiating refund requests. The ideal candidate will have strong analytical skills, excellent organizational abilities, anda keen eye for detail.

What you’ll do:

Identify the appropriate team or individual to handle specific email inquiries and forward them accordingly.

Develop and implement rules in Outlook to automate email routing and minimize the need for manual responses.

Regularly review and update email routing rules to ensure optimal efficiency and accuracy.

Monitor and prioritize incoming emails, ensuring that urgent matters are promptly addressed and escalated if necessary.

Update and maintain Collector alignment information in multiple systems, to ensure each transaction has a clear and accurate point of contact

Provide exceptional customer service by responding to inquiries professionally and promptly.

Perform refund reconciliations by comparing unapplied cash receipts with transaction records and financial data.

Ensure accurate and timely processing of refunds by verifying refund amounts, customer banking information, and ensuring appropriate support isconsolidated for management review and approval.

Collaborate with relevant teams, such as Order Management & Billing, Sales, and Cash Applications to resolve any discrepancies or issues related to refund requests.

Maintain accurate and up-to-date documentation of refund reconciliations, email routing rules, and related processes.

Collaborate with cross-functional teams to improve refund processes, email management, and customer satisfaction.

What you’ll need:

Batchelor's or associate’s degree in finance, accounting, business administration, or a related field (preferred but not required) with minimum 1 years of equivalent work experience.

Proven experience in refund processing, financial reconciliation, or a similar role.

Strong proficiency in Microsoft Outlook, including advanced knowledge of rules and automation features.

Excellent analytical skills with the ability to identify discrepancies and resolve issues in a timely manner.

Exceptional organizational skills and attention to detail.

Excellent written and verbal communication skills.

Ability to prioritize and manage multiple tasks in a fast-paced environment.

Strong problem-solving abilities and a proactive approach to resolving issues.

Ability to work independently and collaboratively as part of a team.

Knowledge of customer service principles and best practices.

Familiarity with relevant software including Oracle, PowerBi and tools for financial reconciliation and email management is a plus.

Excellent oral and written communication skills

Ability to communicate with a diverse audience at various levels and all countries and cultures within the organization.

Effective listening skills

Strong initiative

Ability to work in a fast paced, high-pressure environment.

Excellent time management skills and ability to meet tight deadlines.

Who you are:

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.

What we offer:
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 the status quo.

Exposure to industry leading training and development

Performance based recognition and rewards

#LI-PALAL

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.

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