Insight Investments Corporate Office - Costa Mesa, CA

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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-MA-Boston
- Red8 Support for Sales Executive(s) - Creating and updating opportunities in Salesforce - Work with Sales Executives to create and confirm accurate configurations - Create and track opportunity registrations with partners - Request and track vendor quotes - Create and track customer proposal templates - Create and track Master Sales and Service Agreements - Request and track special pricing requests through partners - Work with Sales representative / Customer on orders with missing, incorrect or damaged equipment - Work with Sales Representative on any specific issues that may arise - Red8 Operations Support - Salesforce “done deal sheets” - Great Plains software including the ability to prepare sales orders, purchase orders, inquiries, smart lists, Inventory Item set-up, Vendor Set-up, Customer Set-up - Working with Credit for establishing credit and extensions, when applicable - Credit Apps and Resale certificates - Working with Systems Engineers to approve orders prior to booking - Booking orders with partners which includes understanding each partner's requirements and processes - Update Salesforce.com w/ PO and SO details along with Book Dates, etc. - Ability to link PO's to SO's in Great Plains - Working with Lease Admin on lease orders including Red8/IFS Lease Invoices - Tracking order status with partners - Scanning all backup in GP and attaching to SO (and PO for lease transactions) - Transferring orders to accounting once shipped - Working with partner/distributor on any missing or broken equipment including RMA’s - Working with accounting on any vendor invoices received that don’t match our PO - Weekly & Monthly reports for management - Accurate and timely month end closing - Support dealing with manufacturers and reseller programs
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
- Leverage experience with Agile, SCRUM and waterfall methodologies as appropriate to lead project teams on a daily basis for the successful delivery of software development projects and general IT projects. - Plan, coordinate and direct all activities associated with creating and maintaining project plans. - Manage the end-to-end PMO work effort, leveraging project management best practices and change management techniques - Define and manage project tasks, activities and resource allocation - Identify, quantify and track critical success factors and expected project benefits - Capture estimates and control time management - Actively assess risks and provide mitigation strategies or contingency plans - Monitor progress, report status and ensure compliance to governance standards - Coordinate with vendors and external project managers to ensure proper communication flow, adherence to budget and timelines - Build and maintain relationships with business leaders in the capacity of a trusted advisor - Ensure business partners are actively engaged and held accountable for deliverables - Keep management well informed of project shifts/escalations and news-worthy events - Create/Document and communicate process flows and changes in a manner that transcends all levels of the organization - Adopt role of Analyst, subject matter expert and trainer as necessary
Type
Regular Full-Time
Job Locations US-NJ-Matawan
As an IT Service Delivery Manager, you are responsible for understanding customer’s business drivers, and developing customer relationships that promote retention, loyalty, and business value to ensure satisfaction.   The SDM's primary responsibility is to act as a liaison between our customer's business and technical organizations, Red8's service delivery and sales teams, ensuring that all SLA and SLR targets are met.  The goal for a Red8 SDM is to proactively manage all IT service management activities with the highest sense of urgency mitigating business risk and impact.   - Develop and implement Service Level Management program including SLA, implementation plans, deliverables, processes, communications, improvements, control, and risk management - Successfully 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 a level of 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 and partners 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 - Candidates must be willing and able to travel to multiple sites and across states
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
This position is responsible for supporting the Insight Investments mission, vision, and values by facilitating the projects related to a commitment to the community. The Director of Community Relations & iCARE will lead all aspects of the company’s community relations strategy and execution, in alignment with the employer branding strategy. S(he) will work closely with the HR Team to craft a cohesive and positive image of the employer brand to customers, employees and applicants. S(he) must have excellent problem-solving skills and the ability to communicate effectively. This person is expected to exemplify accountability and leadership to employees and that is focused on maintaining a positive relationship within the communit - Work to build “best in class” employer brand narrative and communications practice regarding iCare Program - Lead philanthropical activities including recommendations on charitable donations and sponsored activities that represent the company’s brand and focus. - Plan and oversee all iCare event project communication, program materials for companywide, regional and departmental events with HR Team - Manage and maintain relationships with current partners: One OC, Taller San Jose etc. - Determine new partners and programs that will maximize our corporate value - Ensure consistency in messaging that supports the company’s image and values for all philanthropic related activities - Manage program budgets, data collection and analysis of program ROI - Facilitate and track corporate donation requests and corresponding sponsorship opportunities - Partner with Corporate Marketing on interactions with the surrounding community and marketing strategies - Coordinate with Corporate Marketing for Social Media strategy or other forms of external marketing related to the iCare Program - Other duties as directed and required
Type
Regular Full-Time
Job Locations US-MD-Lutherville
- Lead and conduct the annual planning/budgeting process - Prepare financial reporting for weekly projections and month-end results - Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management - Develop and implement a regular/periodic forecasting/reforecasting process to help communicate status and progress, and to identify opportunities and issues in the operations and business as a whole - Provide as-needed support for Accounting such as journal entry preparation, guidance on classification of entries, rebuild of COA
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-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
Job Locations US-CA-Costa Mesa
- 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-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

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