Insight Investments Corporate Office - Costa Mesa, CA

Sales Administrator

Job Locations US-NM-Albuquerque
Job ID
Temp to Hire


  • Communicate all details regarding fulfillment of sales orders, including status inquiries and tracking details to sales team
  • Obtain all documents needed for sales order processing from sales reps in a timely manner
  • Setup customer details in Great Plains, including payment term and tax-exempt setup requests
  • Allocate equipment to pending orders, according to SOP
  • Communicate with collections team in regard to customer account balance issues
  • Communicate with 2NDGEAR operations and purchasing team in regards to backordered items on pending sales orders
  • Act as primary back-up for 2NDGEAR accounting personnel during month-end closing process
  • Suggest and help implement improvements to current sales order fulfillment processes and/or controls, including automation and streamlining of existing functions
  • Prepare and/or update the daily sales report
  • Participate in year-end audit

Qualifications / Education


  • Moderate proficiency with MS Word, MS Excel, MS Power Point, MS Access
  • Moderate proficiently with Microsoft Great Plains
  • Experience with is preferred
  • Minimum of 2-3 years of continuous sales or sales operations experience
  • A background in leasing or other finance industry is a plus


  • High school diploma or equivalent required. College Degree preferred


  • Must have problem solving and decision-making abilities, ability to prioritize projects and strong sense of urgency
  • 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

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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