Insight Investments Corporate Office - Costa Mesa, CA

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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-Costa Mesa
- Ensure the accurate preparation and timely submission of all foreign, federal, state and local tax returns through coordinated efforts with outside tax preparers - Initiate research, interpretation, & advisement of changing tax legislation and related income tax regulations, rules and case law, identifying areas of opportunity and tax minimization - Lead the organization’s Tax Planning and Strategy - Develop and deploy sales, use, and property tax governance and compliance - Enhance existing tax strategy through new approaches, planning and collaboration with senior leaders - Advise senior management on all tax-related developments impacting the company and advises on tax implications of proposed business transactions and opportunities - 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 - Manage, implement, and maintain tax reporting, compliance, and accounting policies - Simplify systems and processes to efficiently compile information for reporting, compliance and audits - Approve tax and tax-related expenditures within established authorization limits; signing tax returns - Administrate tax audits and negotiations 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      
Type
Regular Full-Time
US-CA-Costa Mesa
- 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
US-CA-Costa Mesa
- Prepare internal spreadsheets outlining specifics of any transaction that is to be discounted - Audit internal files, including but not limited to documentation, evidence of payment, proof of ownership, etc., - Verify and compare all pertinent lease information in company software program - Prepare necessary UCC filings to meet legal and Article 9 requirements - Responsible for creating all closing documentation on schedules to be funded with bank partners. - Organize and prepare funding packages in accordance with lender requirements - Post close, track and follow up on all outstanding items such as waivers, additional documentation, state filed backup, etc. - Perform all post close action items in Insight applications software - Review and audit all paper to be placed on warehouse line - Responsible for entering of data into warehouse line borrowing base and ensure all requirements are upheld and met - Act as the main interface with bank line institution - Have a basic understanding of Insight Investments system applications, contractual terms and conditions - Update internal logs regularly - Act as the enforcer of insurance requirements and record keeper of all evidence of insurance certificates - Create weekly reports for upper and executive management - Miscellaneous duties to include; filing, promptly returning phone calls and emails, scanning, trouble shooting
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
- Prepare Federal and state returns for S Corps, LLCs, composite returns - Analyze trial balance accounts for tax adjustments - Research state and Federal tax issues - Respond to tax authority correspondence - Prepare tax forecasts - Interact with outside accounting firm - Special projects as assigned
Type
Regular Part-Time
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
- 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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