Insight Investments Corporate Office - Costa Mesa, CA

Sales Associate and Services Specialist

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


Responsible for supporting sales representatives in a wide range of activities.  Manage multiple, simultaneous projects in support of sales operations and engineering.  Perform advanced, diversified and confidential administrative duties requiring broad and comprehensive experience, skill and knowledge of sales organization policies and practices.

Red8 Support for Sales Executive

  • Creating and updating opportunities in Salesforce
  • Work with SE’s to create and confirm accurate configurations
  • Create and track opportunity registrations with partners
  • Request and track vendor quotes
  • Create and track customer proposals by using our Red8 Quote Portal or utilizing correct templates for Subscription and International quotes (not currently available in the quote tool)
  • Create and track Master Sales and Service Agreements
  • Request and track special pricing requests through partners
  • Work with Sales representative / Customer on orders with missing, incorrect or damaged equipment
  • Work with Sales Representative on any specific issues that may arise

Red8 Operations Support


  • Salesforce Opportunity and Account Updates
  • Great Plains software including the ability to prepare sales orders, purchase orders, inquiries, smart lists, Inventory Item set-up, Vendor Set-up, Customer Set-up
  • Knowledge of Quote Tool and GP Integration Process.  The ability to create SO and PO through Quote Tool and in GP directl
  • Work with Field Order Admins for non-services/subscription order processing
  • Working with Credit for establishing credit and extensions, when applicable
  • Credit Apps and Resale certificates when applicable
  • Work with SE’s to approve orders prior to booking
  • Booking orders with partners which includes understanding each partners requirements and processes
  • Updated w/ PO and SO details along with Book Dates, Ship Dates etc.
  • Ability to link PO’s to SO’s in Great Plains
  • Working with Lease Admin on lease orders including Red8/IFS Lease Invoices
  • Tracking order status with partners
  • Scanning all backup and adding to / Quote Portal / S Drive
  • Transferring orders to accounting once shipped
  • Working with partner/distributor on any missing or broken equipment including RMA’s
  • Working with accounting on any vendor invoices received that don’t match our PO
  • Weekly & Monthly reports for management
  • Accurate and timely month end closing and variance report updates

Support dealings with manufacturers and reseller programs

  • Knowledge of partner programs

Professional Services and Subscription Software


  • Responsible for all PS opportunities that do not include products.  Manage the booking and billing until completion
  • Review open PS opportunities monthly with project managers
  • Responsible for SFDC opportunity product section matching project (revenue, cost and margin)
  • Updating product section with subcontractor when applicable
  • Review that a current COI is on file for each subcontractor. Request updated COI’s when applicable
  • Requesting and filing COI’s for subcontractors
  • Review and get approval from PM’s for subcontractor invoices.  Provide timely and accurate GL coding to AP
  • Manage monthly recurring contract/subscription billing including proactively tracking down cost from vendors
  • Revenue Forecasting and Recognition for projects owned as the project manager
  • Review and approve monthly cost from vendors and provide timely and accurate GL coding to AP
  • Proactively track and manage auto-renewals
  • Providing vendors with cancellation notices prior to required dates
  • Create and update PS/Recurring Billing process documentation
  • Automate process as much as possible

Qualifications / Education


  • Bachelor’s degree in related field or equivalent experience and training

Experience Required

  • Ideal candidate will have a minimum of five years experience within a VAR or direct manufacturer’s sales organization.
  • Five plus years in enterprise storage and networking is preferred
  • Ability and experience in analyzing sales information
  • Outstanding written and oral communication skills.
  • Strong organizational and analytical skills.
  • Demonstrated capacity for developing and understanding sales strategies and support infrastructures.
  • Ability to work on a variety of projects and research related challenges


  • Expert proficiency with MS Word, MS Excel, MS Power Point, MS Outlook and task management, Microsoft’s Great Plains and
  • Excellent communication, interpersonal, and supervisory abilities. Strong project management skills, solid leadership abilities, organizational and analytical skills.


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.




Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Connect With Us!