Insight Investments Corporate Office - Costa Mesa, CA

Customer Experience Specialist - Red8

Job Locations US-MA-Boston | US-AZ-Scottsdale | US-Remote
Job ID
Regular Full-Time


Seeking a Customer Experience/Service Specialist to execute and deliver existing portfolio accounts, process development requests, and handle daily customer and sales requests in a timely manner.



What You Will Be Doing


Customer Experience

  •  Consistently deliver an excellent customer experience to internal and external customers.
  • Have a positive approach on how you can assist the customers.
  • Successfully meet customer fulfillment commits.
  • Participate in departmental and company-wide Continuous Process Improvement initiatives.
  • Establish a departmental culture that is service-oriented and quality-driven.

Account Maintenance

  • Take ownership of all tasks within the established timeline.
  • Manage multiple tasks simultaneously in accordance with defined sales orders.
  • Place and follow up on all orders for designated accounts; Sales Orders, Replacements, Returns, Inventory,  Freight.
  • Draft/maintain docs for Account requests:  Quality/Service Concern.
  • Submit sales requests within CRM (customer relationship management).
  • Collaborate with Senior Specialists/Managers identifying areas of improvement.
  • Work closely with cross-functional departments to ensure specification accuracy and on-time service delivery.

Vendor & Freight Maintenance

  • Collaborate with all CX Team Members to adhere to vendor SLOs.
  • Primary contact for Customer-Facing Team.

Qualifications / Education

What You Need for this Position

  • High School Graduate Required, College Degree Preferred
  • 2-3 years of order processing and customer service experience.
  • Proficiency with Microsoft Office - Excel, Word, Outlook, PowerPoint.
  • Powerbi is a plus


  • Strong analytical thinker who can gather and assess data.
  • Mind for Mathematical aptitude.
  • Detail Oriented with problem-solving capabilities.
  • Understand repeatable standardized processes.
  • Ability to prioritize and perform multiple tasks in parallel.
  • Strong written and verbal communication skills.
  • Ability to work with limited supervision.


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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