Insight Investments Corporate Office - Costa Mesa, CA

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US-CA-Costa Mesa
  • Data entry of all CNB check requests, facility invoices and misc check requests Daily filing and updating miscellaneous files
  • Copies and scans various documents
  • Assists A/P Supervisor on check run days and with invoice coding of facility invoices to the appropriate general ledger accounts when needed
  • Assist A/P Supervisor with enter/match of 2NDGEAR/Red8 invoices when needed
  • Research, track, and resolve (or properly refer) accounting or documentation problems and discrepancies
  • Maintain effective business relations with vendors
  • Other assigned duties
Type
Temp to Hire
US-CA-Costa Mesa
  • Oversee the daily operations of the accounts receivable department which includes billing and collections
  • Oversee the month-end and year-end close process. Ensure that the close is performed accurately in accordance with documented policies and with strict adherence to deadlines
  • Perform thorough review of staff work to ensure accuracy of billing data. This includes but is not limited to review of customer invoices as well as lease contracts
  • Maintain an accurate and clean aging report, ensuring that cash and credits have been applied and processed in a timely manner
  • Review the aging for uncollectible accounts and recommend/approve write-offs within approved limits
  • Assist with analysis and preparation of bad debt reserve
  • Manage the activities of the collections group to maintain favorable aging statistics as directed and defined by senior management
  • Assist with the compilation of month-end reporting packages
  • Participate in year-end financial statement audit, periodic bank audits and other audits that the Company may be subject to
  • Ensure compliance with internal controls and accounting policies
  • Assist with streamlining existing procedures with the goal of implementing “best practices”. Suggest improvements to current processes where needed
  • Maintain AR department staffing to efficiently and effectively accomplish the departments day to day tasks, as well as its broader goals and objectives
  • Train, manage and mentor staff to promote internal growth and employee retention
  • Perform miscellaneous ad-hoc research and reporting and other duties as assigned
Type
Regular Full-Time
US-CA-Costa Mesa
  • Process and bill invoices for new leases taking into consideration specific billing procedures
  • Analyze, research, and audit account statements before initiating collection activity
  • Conduct research and follow up on unpaid invoices
  • Provide status on past due receivables to lenders and management
  • Process refunds, research payment application, and process write-offs as deemed necessary
  • Submit invoices for payment through various customer portals
  • Work closely with sales team to ensure customer needs are being met
  • Enter, maintain and update purchase order numbers within internal systems and customer portals
  • Manage purchase orders and ensure they are handled according to customer guidelines
  • Process asset move requests as a result of product relocations
  • Work closely and effectively with internal departments (ie. Sales, Lease Administration, Tax End of Lease)
Type
Temp to Hire
US-CA-Garden Grove
  • 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
Type
Regular Full-Time
US-CA-Costa Mesa

Insight Investments seeks a Syndications Analyst for its Costa Mesa office. Duties: Develop non-recourse lending relationships with a diverse base of financial partners; Obtain non-recourse funding at competitive rates, by discounting lease receivables with lenders; Monetize equity investments, as needed, via funding of residuals or selling equipment to investors; Develop marketing strategies and procedures for all debt and equity syndication; Fund of transactions in a timely manner; Warehouse line borrowing base reporting; Study and develop streamlining of tasks performed by the funding administration team prioritizing workloads, and ensuring timely and accurate presentation of debt documentation to financial partners. Apply at www.insightinvestments.com/careers

Type
Regular Full-Time
US-CA-Costa Mesa
  • Pull D&B’s, Paynet, and website information
  • Enter smaller deal information into an app-only portal quickly and efficiently
  • Prepare credit analysis and provide opinions and recommendations on proposed credit and potential risk
  • Communicate credit decisions to the sales team via our internal system
  • Request credit applications and/or review a financial packages
  • Prepare credit analysis and provide opinions and recommendations on proposed credit and potential risk
  • Maintain customer information in LeaseWave (internal system) and assign risk ratings to each customer
  • Review new vendors/vendor program agreements and track information
  • Work closely with the Credit, Syndications, and Vendor Finance Sales team
  • Assist the credit group in various other functions as necessary, including assisting in the credit review of equipment sales

 

Type
Regular Full-Time
US-NJ-Matawan
  • Support sales team in selling Red8 products and services by attending sales calls and providing technical presentations and competitive differentiation to support sales opportunities. Facilitate technical meetings with customer and partner engineering resources
  • Take a leadership role in designing technology solutions (products and services) that meet customer requirements; coordinate the input of other engineers (Red8, vendor, or even distributor subject matter experts) to complete the final solution / solution summary to review with the customer
  • Document the proposed solution and present the solution to customers
  • Assist in the writing of proposals and statements of work to bid on customer projects
  • Work with sales reps to develop territory and account plans to be communicated to management
  • Learn how to sell, configure, and implement products as required or as directed by management
  • Maintain sales and technical certifications in the various vendor/partner product sets that are utilized in customer solutions
  • Develop a subject matter specialty as agreed upon by management
  • Install and implement hardware and software solutions as needed
  • Assist in the resolution of issues encountered during the implementation of solutions if required
  • Maintain relationship with customer technology decision makers
  • Partner with vendor systems engineers to keep abreast of new products and new opportunities
  • Be responsive to customers, colleagues, partners and management
  • Take on an active role in training other system engineers
Type
Regular Full-Time
US-TX-Houston
  • Support sales team in selling Red8 products and services by attending sales calls and providing technical presentations and competitive differentiation to support sales opportunities. Facilitate technical meetings with customer and partner engineering resources
  • Take a leadership role in designing technology solutions (products and services) that meet customer requirements; coordinate the input of other engineers (Red8, vendor, or even distributor subject matter experts) to complete the final solution / solution summary to review with the customer
  • Document the proposed solution and present the solution to customers
  • Assist in the writing of proposals and statements of work to bid on customer projects
  • Work with sales reps to develop territory and account plans to be communicated to management
  • Learn how to sell, configure, and implement products as required or as directed by management
  • Maintain sales and technical certifications in the various vendor/partner product sets that are utilized in customer solutions
  • Develop a subject matter specialty as agreed upon by management
  • Install and implement hardware and software solutions as needed
  • Assist in the resolution of issues encountered during the implementation of solutions if required
  • Maintain relationship with customer technology decision makers
  • Partner with vendor systems engineers to keep abreast of new products and new opportunities
  • Be responsive to customers, colleagues, partners and management
  • Take on an active role in training other system engineers
Type
Regular Full-Time
US-CA-Costa Mesa
  • Support sales teams in selling, designing and scoping out solution sales and professional services opportunities
  • Deliver professional services (such as installations, implementations, assessments, etc) as purchased by customers at customer site including after standard business hours.
  • Develop statements of work, execute completion certificates and track time to help management to achieve services profitability goals
  • Adhere to Red8 and Vendor best practices
  • Provide feedback and suggestions to improve delivery of services including updating and maintaining the Red8 knowledge base
  • Articulate the Red8 services and corporate value proposition
  • Write proposals and statements of work to bid on customer projects
  • Develop and manage project plans for solution implementations
  • Learn how to implement and use products and services sold by Insight
  • Maintain technical certifications in the Insight product set (e.g. NetApp, EMC, Compellent, Data Domain, etc) as required by management through computer based training and instructor led training (up to 18 days of ILT – an exception may be permitted for new hires or other business needs)
  • Develop a product specialties as agreed upon by management
  • Troubleshoot issues encountered by customers
  • Be responsive to customers, colleagues, partners and management
  • Take on an active role in training other System Engineers
  • Travel up to 75%
Type
Regular Full-Time

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