Insight Investments Corporate Office - Costa Mesa, CA

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US-CA-Costa Mesa
  • Intervene, with assistance, to research and resolve customer and interdepartmental issues
  • Have a basic understanding of Insight Investments system applications, contractual terms and conditions
  • 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
  • Ensure Insight requirements and policies are met
  • Create and maintain accurate and complete lease files including documentation
  • Prepare all necessary tasks in internal system for billing and revenue purposes
  • Update internal logs regularly to keep track of needed funds
  • Acquire evidence of insurance and ensure insurance requirements are met
  • Prepare closing documentation to meet lender requirements and obtain appropriate signatures
  • Set appropriate timeline and rates for funding and act as the main point of contact with lenders
  • Fund Lease Transactions with approved lender in accordance with established guidelines
  • Miscellaneous duties to include; filing, scanning, promptly returning phone calls and emails, file UCCs, trouble shooting, etc.
Type
Regular Full-Time
US-CA-Temecula
  • 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-Garden Grove
  • Boxing and unboxing of equipment related to activities detailed below
  • Inspects/Audits inbound computer equipment related to buy/sell and off lease returns
  • Records hardware specs of inbound receipts ( ex. Model, MFG, Memory, Hard drive, CPU…)
  • Enters commands and observes system functions to verify correct system operation and network connectivity
  • Diagnoses system hardware and software packages
  • Grade machines based on physical appearance A thru D as they go through the inbound audit process
  • Updates Inventory system to reflect current state of inventoried items (pending audit, pending repair, in inventory available…)
  • Maintains appearance and cleanliness of the work area
  • Maintains all proper safety requirements including, but not limited to, proper lifting techniques and operation of equipment
Type
Temp to Hire
US-CA-Costa Mesa
  • Gain a well-rounded understanding of our customer facing applications with a primary focus on our lease and asset management platform
  • Manage the onboarding of new customers: Executing an onboarding program through both directly leading certain activities, such as initial orientation and discovering business objectives, and coordinating other key resources such as a software engineer to deliver deep integration advice or troubleshoot implementation issues
  • Serving as the customer's primary point of contact for our customer facing applications and assuming responsibility for overall customer account health through the entire lifecycle, driving customers to achieve their objectives.
  • Prepare and deliver content to educate customers in both business value and technical functionality
  • Create valuable, distributable content for the education, onboarding and maturing of our customers in multiple formats including print, webinars and video
  • Monitor customer health trends and execute activities based on risks and opportunities. This could include running a training session on a particular feature, or partnering with a Technical Product Innovations Team member to deliver a deep technical discussion
  • Build a regular cadence with enterprise customers to review progress of onboarding, achievement of goals, provide valuable input and advice and act as the customer advocate - relaying feedback and escalating issues within internal teams at Insight Investments
  • Drive customer metrics, customer reference-ability and advocacy
  • Track all customer issues to timely resolution escalating as needed to product and engineering teams
  • Enjoy working with customers and helping them solve problems
  • Take the initiative to grow the role and grow in the role
  • Work with the team in program development and improvement
  • Travel will be required to customer sites
Type
Regular Full-Time
US-MD-Lutherville
  • Internal Communication such as, but not limited to; Freight Requests, Product Pricing Requests, and any follow up items such as Customer Service Follow the flow of the orders to make sure everything runs smoothly
  • Import CRM data, generate proposals and done deals
  • Process orders through MS CRM; Enter all pertinent information of sales order into CRM and verify completeness and accuracy
  • Provide order status, backorder ETA’s and tracking to customer
  • Manage open order reports and correspondence with customer and internal channels
  • Help organize and give attention to detail to help manage accounts
Type
Temp to Hire
US-MD-Lutherville
  • 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
  • Provide core support for the month-end and year-end close process in Great Plains A/P
  • Manage invoice/EFT/Wire Postings in Great Plains A/P
  • Maintain an accurate and clean aging report, ensuring that vendor invoices have been processed in a timely manner
  • Participate in the year-end financial statement audit, periodic bank audits and other audits as needed
  • Ensure compliance with internal control and accounting policies applicable to all accounts payable functions
  • Research and resolve vendor inquiries
  • Represent the Company to various trade professionals and groups, and ensure that the Company’s professional reputation is maintained
  • Perform miscellaneous ad-hoc research and reporting and other duties as assigned
  • Provide direct supervision of accounts payable personnel, including time off requests, time card approvals, goal setting and performance management requirements
Type
Regular Full-Time
US-CA-Costa Mesa
  • Receive and screen telephone calls and visitors
  • Answer routine questions or direct them to the appropriate personnel
  • Receive, open and distribute mail daily
  • Assist and support department personnel
  • Maintain Conference Room calendars
  • Perform miscellaneous support functions as assigned
  • Place and regulate online office supply orders
  • Coordinate guest Wi-Fi accounts
  • Receive and direct catering to correlated meetings/parties
  • Manage file room organization
  • Maintain facilities and office areas
  • Facilitate communication with current facility vendors
  • Track and code monthly AMEX receipts for reconciliation
  • Monitor parking validations and log
  • Generate daily outgoing Federal Express shipping labels
  • Federal Express Invoice reconciliation and shipment tracking
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-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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