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Come join the team of our fast-growing multi-divisional customer centric organization.
Are you looking for a career where you can blend your contract experience with your interest in IT Hardware and Material Handling Equipment? Are you ready to engage your critical thinking side with your financial acumen all while learning what the leasing industry has to offer?
Becoming a Lease Specialist will lay the foundation for learning aspects of IT and Hardware Assets, Equipment Finance, and Asset Management. Would you be excited to engage with Fortune 500 companies & School Districts throughout the United States? You will interact extensively with internal departments inside of the company as well as large well-known corporations who are our partners.
Our mission is to provide exemplary customer service to both our internal and external customers. Building upon our already established long term customer relationships is a priority. The team you are joining will support you every step of the way. If this sounds like an exciting opportunity for you, we would love to talk to you!
Responsibilities
- Contact customers with pricing information, request financial statements, follow-up on outstanding documentation and negotiate closure
- Contact customers, vendors, and corporate employees to structure front-end deals in order to facilitate administrative requirements
- Resolve customer inquiries on schedules, proposals, equipment lease base, contractual terms and conditions
- Intervene, with assistance, to research and resolve customer and interdepartmental issues
- Have a basic understanding of Insight Investments’ system applications, contractual terms and conditions
- Ensure that the customer understands their contractual obligations
- Responsible for providing customer service to Insight's customers and vendors
- Equipment entry into front-end leasing system
- Knowledge of Insight’s equipment coding matrix
- Create and maintain accurate and complete lease files including documentation
- Order placement with outside vendors and invoice reconciliation
- Process documents for bank line advance and vendor payments
- Update internal logs regularly to keep track of needed funds
- Create accurate schedule documentation in accordance with lease structure and legal requirements
- Miscellaneous duties to include; filing, promptly returning phone calls and emails, trouble shooting
- Engage with sales to ensure proper account management
- At the direction of the Marketing & Sales Director, assist with or execute the following:
- Answer incoming customer inquiries
- Recruit and ensure attendance for key marketing and sales related events (phone/email)
- Execute outbound lead generation campaigns (phone/email)
- Execute follow up conversations with customers as the results of lead generation and/ or event attendance (phone/email)
- Schedule initial meetings and calls for account executives into prospects (phone/email)
- Research prospects to aid sales teams in creating sales strategies for new and existing accounts
- Develop cross-selling and up-selling techniques to aid in position multiple product lines to customers
- Assist in the qualification of customers to the point of registering opportunities with vendors/suppliers Provide other assistance, as needed, in supporting Account Executives as directed by the Sales Manager
- Maintain customer and prospect information in corporate systems (Salesforce.com)
- Track activity and other items as directed by management
So, what’s the role?
As the Senior HR Business Partner act as a trusted advisor for the 2nd Gear Operations Team. You will be driven by the challenge of partnering with the business to help achieve the business agenda and unlock talent potential.
As part of your role you will be able to quickly build strong relationships with all internal stakeholders and be the first point of contact for all HR related queries. You will be able to think on your feet, be solutions focused and results driven.
What will I do?
- Drive the talent agenda
o Dynamic career conversations, in alignment with managers, to reinforce retention and optimize skillsets across the 2nd Gear teams
o Support business in talent acquisition, and a pipeline for future talent
o Structure and proactive succession planning
o Support line managers in their decision making for promotions/offers and in delivering key messages to their teams
o Identify strategic resourcing requirements (including current and projected skill / capability gaps) to develop and execute strategic resource
- Pro-actively lead and manage all first line employee relations cases, ensuring managers are offered practical advice and guidance in line with current legislation.
- Be able to lead and manage all end-to-end change and offer both tactical and strategic support to management in respective area.
- Support Corporate HR with projects and duties as assigned
Come join the team of our fast growing multi-divisional customer centric organization.
Are you looking for a career where you can blend your contract experience with your interest in IT Hardware and Material Handling Equipment? Are you ready to engage your critical thinking side with your financial acumen all while learning what the leasing industry has to offer?
Becoming a Contract Specialist will lay the foundation for learning aspects of IT and Hardware Assets, Equipment Finance, and Asset Management. Would you be excited to engage with Fortune 500 companies & School Districts throughout the United States? You will interact extensively with internal departments inside of the company as well as large well known corporations who are our partners.
Our mission is to provide exemplary customer service to both our internal and external customers. Building upon our already established long term customer relationships is a priority. The team you are joining will support you every step of the way. If this sounds like an exciting opportunity for you, we would love to talk to you!
- Contact customers with pricing information, request financial statements, follow-up on outstanding documentation and negotiate closure
- Contact customers, vendors, and corporate employees to structure front-end deals in order to facilitate administrative requirements
- Resolve customer inquiries on schedules, proposals, equipment lease base, contractual terms and conditions
- Intervene, with assistance, to research and resolve customer and interdepartmental issues
- Have a basic understanding of Insight Investments system applications, contractual terms and conditions
- Ensure that the customer understands their contractual obligations
- Responsible for providing customer service to Insight's customers and vendors
- Equipment entry into front-end leasing system
- Knowledge of Insight’s equipment coding matrix
- Create and maintain accurate and complete lease files including documentation
- Order placement with outside vendors and invoice reconciliation
- Process documents for bank line advance and vendor payments
- Update internal logs regularly to keep track of needed funds
- Create accurate schedule documentation in accordance with lease structure and legal requirements
- Miscellaneous duties to include; filing, promptly returning phone calls and emails, file UCCs, trouble shooting
- Engage with sales to ensure proper account management
Come join the team of our fast growing multi-divisional customer centric organization.
Are you looking for a career where you can blend your contract experience with your interest in IT Hardware and Material Handling Equipment? Are you ready to engage your critical thinking side with your financial acumen all while learning what the leasing industry has to offer?
Becoming a Contract Specialist will lay the foundation for learning aspects of IT and Hardware Assets, Equipment Finance, and Asset Management. Would you be excited to engage with Fortune 500 companies & School Districts throughout the United States? You will interact extensively with internal departments inside of the company as well as large well known corporations who are our partners.
Our mission is to provide exemplary customer service to both our internal and external customers. Building upon our already established long term customer relationships is a priority. The team you are joining will support you every step of the way. If this sounds like an exciting opportunity for you, we would love to talk to you!
- Contact customers with pricing information, request financial statements, follow-up on outstanding documentation and negotiate closure
- Contact customers, vendors, and corporate employees to structure front-end deals in order to facilitate administrative requirements
- Resolve customer inquiries on schedules, proposals, equipment lease base, contractual terms and conditions
- Intervene, with assistance, to research and resolve customer and interdepartmental issues
- Have a basic understanding of Insight Investments system applications, contractual terms and conditions
- Ensure that the customer understands their contractual obligations
- Responsible for providing customer service to Insight's customers and vendors
- Equipment entry into front-end leasing system
- Knowledge of Insight’s equipment coding matrix
- Create and maintain accurate and complete lease files including documentation
- Order placement with outside vendors and invoice reconciliation
- Process documents for bank line advance and vendor payments
- Update internal logs regularly to keep track of needed funds
- Create accurate schedule documentation in accordance with lease structure and legal requirements
- Miscellaneous duties to include; filing, promptly returning phone calls and emails, file UCCs, trouble shooting
- Engage with sales to ensure proper account management
We’re looking for a self-motivated junior candidate that can learn and carve out a role supporting our senior IT team with core Applications for ERP, Shipping, and other related custom-built modules & portals.
This individual will primarily act as a technical liaison between the IT dept & the different business units and expected to work on tasks/priorities set by the manager including:
- Learning the various business applications at a more intermediate level. Understanding the relationships between them and workflows.
- Identifying & tracking application issues in ticketing system and probing end users to get more detail as well as validating and documenting steps to reproduce them.
- Conducting basic gap analysis when requested to find discrepancies between user requirements and system capabilities.
- Participating in User Acceptance Testing and assisting end users to collect feedback.
As a result, being a team player and the ability to work together with multiple divisions are vital to success.
Primary Responsibilities:
- Business Application Support: Provides daily 1st and 2nd tier support for designated applications. Monitors production systems with end users to ensure proper functioning and completion of business operations. Researches and resolves issues according to defined prioritization/severity of tickets.
- Requirements Definition and Analysis: Assists the team with collecting and documenting system requirements for projects and evaluating potential solutions.
- Business Process Improvement: Identifies opportunities for process and reporting improvement when collaborating with users; makes relevant recommendations when appropriate and tracks it in a ticket/backlog.
- System Maintenance: Participates in weekly system tasks and routines assigned by team to ensure data integrity in applications. Completes all work using established methodologies and procedures.
- Prospect for new accounts and seek opportunities to expand existing lines of business within the install base
- Conduct regular sales calls to develop customer relationships and follow up on leads
- Deepen the prospect database with decision maker contact info, including but not limited to phone, position, email, and social media
- Identify any new projects and qualify them and their decision making criteria and processes
- Perform remote sales presentations to prospective customers as requested
- Meet established quotas and sales activity goals: daily, weekly, quarterly, and annually
- Promote goodwill and convey a positive image of the company
- Provide assistance to Senior Account Executives on a daily basis
- Keep management informed of sales activities, the competitive landscape, and CSAT issues as necessary
- Complete required reports and records accurately and promptly
- Attend meetings as required
- Provide backup for other sales positions as needed
- Interact with our partner ecosystem for demand generation
- Directly Manage Key Projects: Oversee and manage critical or strategic projects personally, handling all phases from initiation to closure.
- Implement Streamlined Processes: Establish and maintain lean and efficient project management processes, adapting them as needed for optimal performance.
- Resource Allocation and Management: Allocate and manage limited resources across projects, ensuring optimal utilization and balancing workload among team members.
- Prioritize Projects in Portfolio: Select and prioritize projects in the portfolio to align with organizational goals, focusing on those that offer the highest value.
- Monitor Project Performance: Develop and monitor key performance indicators and metrics for projects, making decisions based on these insights to guide project success.
- Engage with Stakeholders: Maintain direct and regular communication with stakeholders at all levels, managing expectations and providing updates on project progress.
- Manage Risks Proactively: Identify, assess, and mitigate risks in a timely manner to minimize impact on project delivery.
- Ensure Quality Standards: Uphold quality standards in project outcomes, implementing quality control processes even with limited resources.
- Develop Team and Team Skills: Provide targeted training and development opportunities for the project management team, focusing on enhancing skills and cross-training.
- Lead Change Management Initiatives: Drive change management efforts related to project management practices, ensuring quick adaptation to new processes or tools within the organization.
- Product Strategy and Vision: Help set the software products’ overall vision and strategy. Understand customer needs to develop a roadmap that guides the product's direction. This involves identifying potential opportunities, defining goals for the product, and ensuring that the development team understands the vision.
- Product Development Oversight: Oversee the entire product development process, from ideation through launch and beyond. This includes prioritizing features, defining product requirements, and working closely with engineering, design, and other teams to ensure the product is developed according to the plan. Help make decisions about what gets built and in what order, always aligning development efforts with customer needs and business objectives.
- Champion Continuous Improvement: Actively promote and lead continuous improvement initiatives in both project management and product development processes. This includes regularly reviewing and analyzing current practices, soliciting feedback from team members and stakeholders, and implementing changes that enhance efficiency, quality, and customer satisfaction. The goal is to foster a culture of ongoing learning and adaptation, ensuring that both the PMO and product aspects are constantly evolving to meet changing market demands and organizational needs.
- Lead and conduct the annual planning/budgeting process for Red8 and 2NDGEAR.
- Prepare and review monthly and year-end financial statements for both brands.
- Oversee the month-end close process to ensure accurate and timely financial reporting.
- Collaborate with internal and external auditors to facilitate audits and maintain compliance.
- Develop and implement regular forecasting and reforecasting processes to communicate financial status and progress.
- Provide financial analysis and insights to identify trends, opportunities, and areas for improvement.
- Create and maintain internal controls to ensure financial integrity and compliance within Red8 and 2NDGEAR.
- Drive automation and streamlining of accounting procedures for both brands.
- Train, mentor, and lead the accounting and finance teams within Red8 and 2NDGEAR.
- Represent the financial interests of Red8 and 2NDGEAR to various stakeholders, including senior executives and partners.
- Lead support for external financial statements and preparation of management and audit committee reports as required
- Ensure general ledgers and financial statements accurately reflect the financial results of the Company under the current accounting and regulatory guidelines
- Make sure that quarterly reviews, year-end audits, etc. are being executed within the agreed upon timelines with external auditors and requirements of auditors are being fulfilled appropriately
- Ensure a controlled environment in accordance with Operational Risk Management Requirements, including development and maintenance of metrics across the Company
- Prepare detailed balance sheets, P&L, and other reviews periodically to ensure consistency of application and compliance to GAAP and Company policies/procedures across the businesses
- Due diligence, support, and integration for M&A as required
- Work with operations and IT teams as the technical accounting expert to develop systems and processes for new lines of business
- Partner with Sales and Service Delivery teams to identify significant non-standard transactions and assist the business leaders in understanding how those transactions can be structured to bring about financial/accounting results
- Work with the businesses to develop processes to identify, address, and resolve unusual or difficult problems
- Assist financial leadership and management within the business units in addressing technical accounting issues
- Oversee all accounts, ledgers, and reporting systems ensuring compliance with appropriate standards and regulatory requirements
- Oversee the accounting and reporting operations, including but not limited to accounts payable, payroll, general ledger, and all transactions related to the GL, and month-end close
- Responsible for monthly accounting close processes, including ensuring accurate results are delivered on-time to the FP&A team
- Ensure all accounts are reconciled at month end
- Oversee re-design and implementation changes to the monthly close process
- Continuous improvement of controls and processes
- Identify and lead process improvement projects to automate and streamline current accounting and reporting procedures to maximize the contribution to strategic and business goals
- Manage relationships with external financial statement auditors as well as internal audit provider
- Maintain strong internal communications with staff at all levels throughout the organization
- Create and promote a positive and supportive work environment
- 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
- 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
- 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