Insight Investments Corporate Office - Costa Mesa, CA

Account Executive - 2ND GEAR

Job Locations US-CA-Costa Mesa | US-MA-Boston | US-AZ-Scottsdale
Job ID
Regular Full-Time


  • Makes phone sales presentations to prospective customers
  • Prospects for new accounts and seeks opportunities to increase existing ones
  • Conducts regular sales calls to develop customer relationships and follow up on leads
  • Tracks sales deals through closing and finalizes sales contracts
  • Meets established quotas and sales goals
  • Ensures products are delivered on time
  • Monitors inventory levels to avoid product shortages
  • Forecasts long range account sales, inventory levels, and product needs, and communicates related information regularly to management
  • Log prospecting activities into the CRM system, and determine results via reports and metrics analysis
  • Ensures that customers are satisfied with Company products and services and well supported through phone contact
  • Obtains customer feedback and continually works to improve products and services
  • Resolves customer requests, complaints, and problems working with necessary Insight departments
  • Promotes goodwill and conveys a positive image of Insight Investments

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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