Insight Investments Corporate Office - Costa Mesa, CA

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Job Locations US-CA-Costa Mesa
- Ensure completion of equipment data entry - Serve as a resource through knowledge and understanding of Insight’s equipment coding matrix - Process documents for the bank line advance and vendor payments - Create credit submittals and obtain internal pricing approvals to open schedules - Place vendor purchase orders - Reconciliation of vendor invoices - Create accurate schedule documentation on behalf of Lease Specialist - Engage and follow-up with customers on behalf of Lease Specialist - Prepare necessary UCC filings - Process lease renewals - Update internal logs to keep track of needed funds - Perform final schedule audit i.e. check copies, filing, etc. - Work on special projects and miscellaneous duties as directed
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
  - Prepare, analyze and review lease contracts for the purpose of booking and billing through Leasewave , our leasing software; produce and maintain accurate and timely results - Analyze, verify and process all misc. billings related to new lease contracts such as pro-rata and interim rent, freight re-bills, recycle fees, admin fee, chargebacks and upfront sales tax rebills attaching the supporting documentation back-up when applicable - Analyze, verify and process all credit rentals, credit memos, and write-offs related to contract billing adjustments timely and accurately to the appropriate general ledger - Process mass monthly billing by submitting system-generated rental invoices via mail, email & through multiple vendor portals - Participate in month-end close process ensuring billing including renewals and rewrites, contract billing adjustments, changes and/or amendments are completed and posted to the appropriate accounting period - Prepare and maintain all customer maintenance records and utilize LeaseWave to enter comments and to document all changes - Analyze data on the Aging Report daily and prioritize accounts to be worked on; work internally with other depts. as deemed appropriate to resolve end of term disputes, tax variances, cash posting corrections, asset location changes, etc. - Explain and/or resolve routine to complex billing or collection related issues & questions - Explain basic lease terminology - Handle in/out bound communications via phone and/or email in a timely & professional manner - Establish goals both individually and within a team-based environment
Type
Temp to Hire
Job Locations US-MA-Boston
- Responsible for the preparation and filing of state and local sales and use tax returns as assigned. Maintains good working relationships with outside service providers, tax authorities, clients, buyers, accounts payable/receivable and sales administration. Amend returns, file for refunds, and respond to tax authority inquiries as needed. - Responsible for coordinating the filing of the company’s state and local property tax renditions and making sure the company follows all state and local property tax statutes for fixed asset reporting. - Prepare for and complete indirect tax audits as required. - Account reconciliation of sales tax GL accounts. - Apply for and renew business licenses as required. Complete annual reports as required. - Assist other departments with questions regarding sales tax as needed.
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa | US-MA-Boston | US-AZ-Scottsdale
- 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
Ideal candidate will be selling IT solutions to medium and large enterprises  - IT infrastructure, IT Services, cloud, security, dev ops, automation and advanced analytics.   - 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 | US-CA-Costa Mesa | US-AZ-Scottsdale | US-MA-Boston
- Assist brand managers with a variety of projects and campaigns as needed - Customize and edit PowerPoint presentations, flyers, web pages, and email templates - Create, proofread, and edit copy for various marketing channels - Prepare RFP & RFI responses - Track marketing expenses and manage funds against allocated budget - Assist in event coordination and execution, including overseeing logistics, managing registrations, coordinating with vendors, creating itineraries, and ordering marketing collateral   - Monitor and manage social media channels to ensure they adhere to brand standards - Maintain a directory of sales support materials making sure all resources are accurate and current - Support sales team with marketing deliverables and provide instructions for use or promotion - Manage relationships with external vendors to ensure high-quality and timely execution - Organizing, shipping, and maintaining marketing materials and giveaways  
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-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 - Determine method of shipment. Communicate with transportation company to negotiate shipping costs - Maintain appearance and cleanliness of the work area - 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 or stencils identifying shipping information on cartons - Assemble wooden or cardboard containers or selects pre-assembled containers - Insert items into containers - Bind containers with tape, metal straps or plastic wrap - Stamp, stencil, or glue identifying information and shipping instructions onto crates or containers - Post weights and shipping charges, and affix postage - Examine outgoing shipments to ensure shipments meet specifications - Maintain inventory of shipping materials and supplies - Operate tier lift truck or uses hand truck to move, convey, or hoist shipments from shipping and receiving platform to storage or work area
Type
Temp to Hire
Job Locations US-CA-Costa Mesa
 As a Sr. Software engineer, you will be responsible to design and develop web-based applications. You must have a keen eye for detail, excellent communication skills, and a passion for quality.    - Work in an agile environment to design, write efficient code by using best software development practices. - Work closely with the QA team to ensure all deliverables are working as expected. - Responsible for maintaining, expanding and scaling our new and existing SaaS application. - Work closely with the business development team to complete tasks in a timely manner.
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa | US-CO-Littleton | US-AZ-Scottsdale
- 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
Type
Regular Full-Time
Job Locations US-AZ-Scottsdale
- 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
  - Dynamic sales leader, responsible for driving 2NDGEAR solutions in their respective territory - Focused on retaining top talent as well as recruiting and developing new sales-makers - Highly effective written and phone communication skills - Ensures Client Satisfaction with solutions and services - Makes recommendations for new solutions and services in order to maintain relevancy within the marketplace - Ability to manage a highly active, fast paced, fast growing sales team - Focused on growing our footprint within the install base of clients as well as opening net new clients - Conducts monthly and quarterly business reviews with sales teams and leadership - Ability to forecast weekly, monthly, quarterly business - Promotes goodwill and conveys a positive image of 2DNGEAR and Insight Investments - Obtains client feedback and continually works to improve 2NDGEAR offerings and processes - Resolves client requests, complaints, and problems quickly and with a high level of professionalism - Ability to understand forecast, inventory, and logistics and communicate status both internally and with clients and prospects - Balances coaching and mentoring across seasoned as well as new sales-makers
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
- Assumes overall responsibility for the effective performance of all purchasing related functions for 2ndgear Division - Oversees ALL equipment purchases by the Buyers for relevancy, pricing and accuracy. - Identifies, recommends, and reviews opportunities from all Buyers for “spec. buy” equipment - Collaborates with Tech Center staff on the purchase of parts/units needed for refurbishment, repair or replacement warranty claims. - Directs and updates 2NDGEAR’s technical audit team to ensure that grading of used equipment is consistent and meets established quality standards. - Maintains appropriate inventory levels of Core Equipment for Resale throughout year based on seasonal trends, overall value, aging, demand and Executive Management directives. - Directs wholesale traders in selling aged inventory. Reviews and approves deals for health and company benefits. - Collaborates with FAR Group reporting by managing aged inventory and standard inventory reserve practices. - Sets all pricing (Floor and Retail) to Sales Teams for New and Off Lease product that aligns with 2ndgear margin goals. - Manages Core Products/Addons Pricing Portal by determining the FMC’s (Fair Market Cost), links quantities available and updates Portal as needed. - Reviews, Adjusts, Approves Monthly Wholesale Traders PO Transfer Commissions for Audit quality of Purchases made and accuracy. - Reviews, Adjusts, Approves Monthly Sales Representatives commissions file for accurate FMC and margin attainment. - In concert with FAR Group, review and validate IFS Transfer amounts monthly. - Collaborates with Marketing/Web Team on product specials, updates and strategies to sell new or aging items. - Assumes responsibility for establishing and maintaining professional business relations with Vendors and major Distributors to maximize the relationships. - Establishes New Refurbish/Used Vendor criteria for on boarding and oversees their progression and value to the company through payment terms, quality, audit results, delivery times and responsiveness. - Reports and takes actions accordingly to monthly appraisals of audited equipment by Vendors and Buyers. (Put Vendors on hold and/or counsel buyers) - Establishes and oversees RTV process with Vendors and Buyers - Provides leadership through effective goal setting, delegation, and communication - Conducts regular staff meetings to ensure that personnel are well informed of changes in policies and procedures - Supervises, trains, and coordinates 2ndgear Purchasing personnel both Domestic and International. Aids and supports as needed. - Conducts performance appraisals. Formulates and implements employee corrective actions as needed. - Ensures that staffing levels are appropriate. Interviews, hires, and assigns personnel. - Be an ambassador and advocate of outsourcing efforts and team. - Assist IFS/RED8/Portfolio Management in obtaining market information (FMV, product relevance, buyback pricing) - Manages and develops business process improvements to purchasing process and other adjacent processes. - Responsible for the effective performance of all inventory control and aspects of purchasing associated with 2NDGEAR - Work with Executive Management to determine roadmap for future opportunities including revenue growth, margin attainment, staffing, etc.
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
The Sr. DevOps Engineer is responsible for a heterogenous environment of cloud and on-prem infrastructure, Windows and Linux servers and building a Kubernetes-based infrastructure.  DevOps engineers must possess an "automation first" mindset, with a relentless focus on quality, monitoring and reliability using Infrastructure as Code tools.  Creating clear documentation, constantly keeping our organization as technology leaders and championing modern best practices are core functions of this role.   - Collaborate across enterprise to define, prioritize, and ensure the reliability, availability, and performance of our services. - Define and lead service capacity planning and demand forecasting meetings, with a focus on software performance analysis and system tuning. - Identify underlying root causes to help solve complex problems relating to mission critical services and build automation to prevent incident recurrence, with the goal of automating response to all non-exceptional service conditions. - Provide primary support for environment related issues that engage multiple engineering teams. Be an active contributor in retrospective meetings with Sr. leadership about technical RCA's and mitigation strategies. - Responsible for monitoring the health of our environment and maintaining comprehensive documentation of our infrastructure and tools. 
Type
Regular Full-Time
Job Locations US-MA-Boston
Responsibilities:   - 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-MA-Boston
- Manages and monitors sales teams’ responsibilities and duties and motivates salespersons to meet monthly quotas - Develops relationships with current and prospective clients through multiple channels - Ensures customer satisfaction with company products and services - Obtains customer feedback and continually works to improve products and services - Resolves customer requests, complaints, and problems working with necessary Insight departments - Makes recommendations regarding product development, pricing, and sales projections - Conducts sales presentations to prospective customers, occasional customer visits, responds timely to internet inquires - Prospects for new accounts and seeks opportunities to increase existing ones through regular e-mail marketing campaigns - Conducts regular sales calls to develop customer relationships and follow up on leads - Utilize internet resources and company website to develop leads and marketing strategies - 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 company provided database - Promotes goodwill and conveys a positive image of Insight Investments - Other duties assigned
Type
Regular Full-Time
Job Locations US-MA-Hyannis
Responsibilities: - Actively manage the Presidents’ calendar, schedule meetings, and pro-actively resolve scheduling conflicts - Coordinate all communication to and from President / screening calls and responding to letters & e-mails on President’s behalf / wordsmithing and full documentation creation / reviewed. - Coordinate conference / TEAMS calls / Leadership meeting setup / meeting note taker. - Responsible for all administrative duties needed to maintain office environments - Prepare PowerPoint presentations, organizational charts, reports, graphics, etc. - Submit monthly expenses via Concur - Provide alternatives for travel including airline, restaurant, hotels, and transportation.  - Maintain files for correspondence, records, reports, and personal matters - Collaborate with various staff and departments in preparing special projects - Assist in organizing events, banquets, and or seminars - Organize Weekly Sales and Operations Meetings, Monthly and Quarterly Business Reviews - Assist with some personal matters
Type
Regular Full-Time
Job Locations US-NM-Albuquerque
- Develop and implement Service Level Management program including SLA, implementation plans, deliverables, processes, communications, improvements, control, and risk management. - Direct and execute the delivery, development, integration, implementation, and overall management of the day to day services, services life cycle improvement, knowledgebase content, processes and procedures adherence. - Maintain practice and support readiness (skilled and trained workforce, strong partner relations, tested and proven technical solutions, and development methodologies). - Facilitate conversations around continuous service improvements with clients, partners and internal resources to ensure all technology endeavors are optimally supported. - Act as the voice of the customer while identifying new projects and expansion opportunities. - Act as a liaison between the customer and Red8 service organization with a focus on communicating our capabilities, promoting opportunities, and guiding the customer during their business initiatives planning, risk mitigation, and operational readiness plans. - Establish an ongoing and frequent cadence of communication and collaboration with the customer across all levels (users, departments, stakeholders and C-suite) to promote mutual trust, respect and understanding. - Function as a focal point of contact for escalations and major incidents, and facilitate calls to engage all stakeholders and resolver groups, guaranteeing that effective communications are established for the initial incident response, root cause analysis, and creating a critical path to restore services  to operational status. - Utilize technical knowledge and delivery management models and best practices to reduce the business impact of outages and to enhance operational efficiencies. - Collaborate with sales teams to ensure growth attainment and footprint increase through identifying expansion opportunities. - Recruit and hire team members based on required criteria and exceptional expertise that will ensure successful services delivery, and cultural fit while actively managing their schedule, productivity and performance.
Type
Regular Full-Time

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