Insight Investments Corporate Office - Costa Mesa, CA

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Job Locations US-AZ-Scottsdale
- Able to identify, prospect and qualify new sales opportunities; build and strengthen your business relationship with a prospective or existing customer as well as schedule and attend sales call appointments with prospective customers - Responsible for identifying prospect’s key business issues, then drafting and presenting prospects with a formal quote, a written sales proposal or formal sales presentation - Manage the response to RFP's internally, making recommendations to sales management about competitive bids, terms and conditions, and pricing - Work with internal resources includes sales management, sales support, system engineers, marketing, accounting, etc to provide the best customer service throughout lifecycle of the lease - Engage Sales Management in accounts when needed to close deals - Participate in strategic planning sessions with District Manager - Actively market strategic partner products and IFS business into existing/new accounts - Plan and direct activities including planning and implementing forecasts, marketing program development, relationship development, customer satisfaction with Marketing and partners - Keep District Managers and Sales Senior Management informed of key issues and changes which may impact expected business results - Assume responsibility for result, including costs, methods and staffing
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
- 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
Job Locations US-CA-Costa Mesa
- Analyze multifaceted business problems and issues using data from internal and external sources to provide insight to decision makers - Conduct analysis using standard practices and tools associated with data gathering and analysis - Resolve system defects ensuring acceptable system testing and timely deployments in collaboration with IT and external vendor to help operations conduct business more effectively - Gather business requirements in support of projects, reporting and process improvements - Participate in the planning, design and implementation of system solutions or enhancements that help keep internal tools and data flows up to date and working across the organization - Collaborate on projects with process owners, key team members, IT and external partners to build a cohesive infrastructure of systems - Establish and maintain communication channels with process owners, key team members and internal stakeholders to support data gathering and analysis - Provide the business with functional understanding, operation and release management of financial application MS Dynamics Great Plains and custom integrated systems - Assist with querying data for extraction, building or modifying smartlists and transitioning ad hoc report requirements - Maintain system protocols by ensuring business owners are updating policies and procedures in accordance with QMS policies - Review and evaluate available Functional Specifications, determine who is affected and make sure appropriate approvals are obtained, when necessary - Provide user training and process handoff for newly released functionality and enhancements - Travel may be required once or twice a year for personal development and/or our Albuquerque office
Type
Regular Full-Time
Job Locations 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
Job Locations US-AZ-Scottsdale
- Ensure the accurate preparation and timely submission of all foreign, federal, state, and local income tax returns through coordinated efforts with outside tax consultants - Understand the complexities of the Tax Reform as applied to partnership and S-Corp and conduct research, planning, and compliance accordingly - Lead the organization’s Tax Planning and Strategy - Enhance existing tax strategy through new approaches, planning and collaboration with senior leaders - Lead in the analysis and resolution of all complex tax issues impacting the company’s business - Retain and supervise outside tax counsel, other advisors, and/or systems procurement required to effectively conduct research and compliance - Manage, implement, and maintain tax reporting, compliance, and accounting policies - Approve tax and tax-related expenditures within established authorization limits; sign tax returns - Manage income, sales/use, and payroll tax audits, minimize audit exposure, and maintain excellent relationship with taxing authorities - Direct other tax professionals, whether employees or contractors/consultants, in all aspects of the company’s income tax processes - Prepare financial statement disclosures related to income taxes - Participate in special projects of a tax or accounting nature as assigned by the company’s Chief Financial Officer or other members of senior management - Consult and advise owners with tax related matters including but not limited to individual income tax planning, research, and compliance - Improve the overall efficiency of the Tax Department, implement and manage new processes or procedures as needed
Type
Regular Full-Time
Job Locations US-NM-Albuquerque
- Boxing and unboxing of equipment related to activities detailed below - Inspects computer equipment and reads order sheets listing user requirements to prepare computer hardware for delivery - Installs or assists in the installation of hardware and peripheral components such as memory, media, video cards, and disk drives - Loads specified software packages such as operating systems, word processing, spreadsheet programs or client proprietary software (custom images) into computer - Enters commands and observes system functions to verify correct system operation and network connectivity - Diagnoses system hardware and software packages - 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 - Attends technical seminars (when available) and regularly reads books, manuals and literature to keep abreast of new hardware, software and imaging product developments
Type
Temp to Hire
Job Locations US-NJ-Matawan
As Sr. Support Specialist, you will be working in a fast-paced environment, and responsible for first tier supporting workstations, hardware, IMACD, and software. Manage users onboarding and offboarding, hardware asset inventory, and Windows OS Imaging.  This position will also handle Sr. Executive Support.   - Serve as the first point of contact for customers seeking technical assistance over the phone, via email, IM or ticketing system - Perform onsite and remote technical support through diagnostic techniques and pertinent questions - Determine the best solution based on the issue and details provided by customers  - Walk the customer through the problem-solving process - Escalate unresolved issues to the next level of support personnel - Provide accurate information on IT products or services - Document events and problems and their resolution in the ticketing system - Follow-up and update customer status and information - Pass on any feedback or suggestions by customers to the appropriate internal team - Identify and suggest possible improvements opportunities - Handles end-user requests for hardware and software for supported clients in the environment - Tracks and maintains site documentation, configurations, and maintenance. Completes special assignments and project work as needed - Interface with third-party vendors to resolve certain hardware/software problems. - Provision, deploy and recover hardware asset and workstations - Manage IT assets and inventory in AMOS - Assist with Helpdesk calls when needed - Miscellaneous IT tasks and duties including moves - Contribute knowledge articles as needed - Valid drivers License and reliable vehicle - Candidates must be willing and able to travel to multiple sites and across states
Type
Regular Full-Time
Job Locations US-NM-Albuquerque
- Compare identifying information and counts, weigh, or measure items of incoming and outgoing shipments to verify information against bills of lading, invoices, orders, or other records - Maintain appearance and cleanliness of the work area - Clean computer equipment with air compressor and basic cleaning/santizing solutions - Pack computer equipment into cartons for outbound shipments - Maintain all proper safety requirements including, but not limited to, use of back support belts, proper lifting techniques and operation of equipment - Affix shipping labels on packed cartons identifying shipping information on cartons - Assemble wooden or cardboard containers or selects pre-assembled containers - Examine outgoing shipments to ensure shipments meet specifications - Load pallets of equipment onto outbound LTL trucks
Type
Temp to Hire
Job Locations US-CA-Costa Mesa
- Develop, update, and conduct new employee onboarding and ensure all procedures for new hires are completed in a timely and accurate manner - Administer all benefits programs during annual Open Enrollment and throughout the plan year - Assist employees with inquiries related to benefit programs and insurance information - Assist in recruiting, interviewing, and hiring - Develop recruiting sources and tools to assist managers during recruitment process - Ensure that all hiring processes are effective, time sensitive, and legally compliant - Work with external auditors to complete annual audits - Assist with the annual performance review and merit increase processes - Process and administer all leave-of-absence requests and disability paperwork: medical, personal, disability, and FMLA - Assist in the review, testing, and implementation of new HR systems - Create and generate customized, scheduled and ad hoc reports for internal and external use including headcount reports, turnover and open positions, benefit reconciliation and compliance, salary planning and budgeting, and reports for EEOC and Affirmative Action Plan - Provide consultation to employees and managers on various inquiries - Complete various projects and/or conduct research on HR topics as assigned
Type
Regular Full-Time
Job Locations US-NM-Albuquerque
- Unload trucks and properly document all incoming off-lease shipments - Stage and maintain the exact count of all incoming off-lease shipments - Create or update any documentation needed to account for all the off-lease equipment to be sent to End Of Lease department and the Audit Department - Receive all off-lease equipment into Great Plains - Create part numbers to reflect actual equipment received - Transfer/relocate equipment directly into inventory when needed or work directly with Inventory Control Specialist in order to transfer accordingly - Make sure to notify Receiving and Inventory Supervisor of all discovered receiving discrepancies - Maintain a clean and safe working area at all times
Type
Regular Full-Time
Job Locations US-NJ-Matawan
- Serve as the first point of contact for customers seeking technical assistance over the phone or via email - Perform onsite and remote technical support through diagnostic techniques and pertinent questions - Determine the best solution based on the issue and details provided by customers - Walk the customer through the problem-solving process - Escalate unresolved issues to the next level of support personnel - Provide accurate information on IT products or services - Document events and problems and their resolution in the ticketing system - Follow-up and update customer status and information - Pass on any feedback or suggestions by customers to the appropriate internal team - Identify and suggest possible improvements opportunities - Handles end-user requests for hardware and software for supported clients in the environment. - Tracks and maintains site documentation, configurations, and maintenance. Completes special assignments and project work as needed. - Interface with third-party vendors to resolve certain hardware/software problems. - Provision, deploy and recover hardware asset and workstations - Manage IT assets and inventory - Miscellaneous IT task s and duties
Type
Regular Full-Time
Job Locations US-MA-Boston
- 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
Job Locations 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
Job Locations US-NM-Albuquerque
- 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

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