Insight Investments Corporate Office - Costa Mesa, CA

Account Executive - IFS

Job Locations US-CA-Costa Mesa
Job ID
Regular Full-Time


  • Prospects for new accounts and seeks opportunities to increase existing ones. Conducts regular sales calls to develop customer relationships and follow up on leads
  • Call in key decision makers at end user leve to compel them to expand or develop their relationship so that IIC becomes their leasing partner of choice for all assets
  • Prepare presentations/proposals and present in a persuasive manner to customers/prospects
  • Penetrate accounts to identify opportunities for additional sales for IIS and ISE products
  • Meet annual established sales quotas
  • Manage the account relationship and collaborate with internal Sales support team for successful implementation of lease and services as well as ongoing servicing for entire lifecycles of agreement
  • Work with internal resources includes sales management, sales support, system engineers, marketing, accounting, etc to provide the best customer service throughout lifecycle of the lease
  • Manage the response to RFP's internally, making recommendations to sales management about competitive bids, terms and conditions, and pricing
  • Sell against all competition including banks, captives and other independent leasing companies
  • Meet annual established sales quotas
  • $500,000 in lease origination after 1st quarter with IICS and $1 million after 1st 9 months
  • Spend 2 days per month with Senior IFS Account Executives (1st 6 months) in office or on sales calls
  • Make a minimum of 40 calls per day and 3 on site call per week
  • Complete 2 MLA's per quarter
  • Meet with one vendor per week
  • Have a minimum of 3 contacts at each account

Qualifications / Education

  • Moderate proficiency with MS Word, MS Excel, MS Power Point
  • Knowledge of MSCRM system would be preferred
  • Bachelor’s degree
  • 2+ years of similar experience in a high tech environment preferred
  • Knowledge of computer/hi-tech equipment is preferred


  • Must be highly motivated individual with high level of initiative and an attitude of willingness
  • Must be team player willing to assist others at all levels of the organization
  • Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
  • Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team
  • Strong attention to detail
  • Ability to communicate effectively on a one-on-one basis or in group setting
  • Ability to exercise strict confidentiality

Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.




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