• 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 Red8 operations and purchasing team in regards to backordered items on pending sales orders
• Act as primary back-up for Red8 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
• Perform physical tasks within the warehouse environment, including bending, stooping, and lifting weights ranging from 5-25 pounds, for tasks such as receiving, picking, packing, and shipping of products.
• Adhere to safety guidelines and protocols to maintain a safe working environment for all warehouse personnel.
• Support other departments or teams as needed, including assisting in special projects or initiatives.

• Moderate proficiency with MS Word, MS Excel, MS Power Point, MS Access
• Moderate proficiently with Microsoft Great Plains
• Experience with Salesforce.com 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, Corp 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.