Insight Investments Corporate Office - Costa Mesa, CA

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Job Locations US-CA-Costa Mesa
- Oversee preparation/review of Federal and state returns for S Corps, LLCs, composite returns - Research state and Federal tax issues - Keep abreast of new legislative and other developments in Federal/state income tax; recognize and implement tax-saving opportunities - Respond to tax authority correspondence - Administer income tax audits and negotiate with taxing authorities - Supervise, train, and develop income tax staff - Oversee preparation of tax forecasts, quarterly tax estimates and extensions - Primary point of contact with outside tax advisory firm - Special projects as assigned - Keep senior management up to date on income tax-related developments and advise on tax implications of proposed business transactions - Manage K1 reporting for shareholder impacts
Type
Regular Full-Time
Job Locations 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 - Keep abreast of new legislative and other developments in Federal/state income tax - Respond to tax authority correspondence - Prepare tax forecasts - Prepare quarterly estimated tax payments and extensions - Maintain income tax calendar - Interact with outside  tax advisory firm - Special projects as assigned
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
- Lead project teams to successfully delivery software development projects and general IT projects leveraging experience with Agile, SCRUM and waterfall methodologies - Plan, coordinate and direct all activities associated with developing project plans, quality assurance testing, engineering user demos, user acceptance testing and deployments. - Maintain a deep understanding of the requirements of the project including the ability to perform some QA and testing of the products - Communicate specific project technical requirements effectively to both technical & non-technical stakeholders - Adopt role of Product Manager/subject matter expert and trainer for projects requiring it - Define and manage project feature requirements, tasks, activities, and resource allocation and ensure team is using the correct tools and technologies. - Manage the end-to-end PMO work effort, leveraging project management best practices and change management techniques - Identify, quantify, and track critical success factors and expected project benefits/ROI. - Capture development estimates and drive to meet timeline deadlines. - Actively assess project 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 timeline - Build and maintain relationships with business leaders in the capacity of a trusted advisor - Ensure business partners are actively engaged and held accountable for their 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
Type
Regular Full-Time
Job Locations US-NM-Albuquerque
- Oversee the general operations of a warehouse and its staff, specifically Receiving, Customer Service and Configuration. - Assure that all necessary analytical reports are produced to help overall efficiency as it relates to each department and all Tech Center products and requirements - Assist Department Team Leads in improving and documenting all company and departmental processes - Consistently evaluate functions and makes formal recommendations quarterly - Provide effective leadership through goal setting, delegation and communication - Train, direct, and coordinate personnel efficiently. Provide assistance and support on an individual basis as needed - Assist Department Team Leads with all employee related appraisals, reviews, developments and disciplinary actions - Attend all Alignment Meetings 
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
  Are you a highly organized and detail-oriented individual looking to make a difference in the world of HR? Look no further! We are seeking a dynamic and proactive Human Resources Coordinator to join our team. As a key member of our HR department, you will have the opportunity to support and enhance our employee experience by managing a variety of HR tasks and initiatives.   With your strong communication and interpersonal skills, you will be a primary point of contact for our employees and play a crucial role in maintaining a positive and supportive work environment. If you are passionate about HR and want to be a part of a growing and innovative company, this is the opportunity for you!   • Complete various projects and or conduct research on HR topics as assigned. • Manage incoming HR mail and work with HR team to ensure appropriate action is taken. • Coordinates with Accounting, Payroll, and IT to ensure vendor invoicing, and payroll updates are processed accordingly • Perform routine filing, scanning, and archiving of records to ensure record retention   compliance • Assist with Benefits related issues for all employees • Maintain Human Resource Information Systems (HRIS) records, ensuring data accuracy   through self-audits and reports • Coordinate and verify pre-employment background checks • Support recruiting efforts by posting jobs with various recruiting sources/websites and scheduling interviews for HR and hiring manager(s). • Updates HR and leadership team on current employee count, terminations, new hires, org charts, assets, and similar • Ensure smooth communication with employees and timely resolution to their queries. • Assist with the day-to-day operations of the office and troubleshoot issues, including   activating and replacing access badges/transponders, etc. • Participate in special department projects including HR audits, iCare coordination, and other projects as assigned. • Assist with coordinating HR related meetings and events, including set up and clean up • Offer front desk receptionist coverage as needed.
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
Regular Full-Time
Job Locations US-Remote
Seeking a Data Entry Clerk to maintain large quantities of production data by entering new and updated customer and account information. Prepares source data for computer entry by compiling and sorting information. Establishes entry priorities. Processes customer and account source documents by reviewing data for deficiencies.   What You Will Be Doing   Works with Service Delivery and Warehouse Operations to ensure data integrity - Transfer data from paper formats into computer files or database systems - Type in data provided directly from warehouse systems - Create spreadsheets with large numbers of figures without mistakes - Verify data by comparing it to source documents - Update existing data - Retrieve data from the database or electronic files as requested - Perform regular backups to ensure data preservation - Sort and organize paperwork after entering data to ensure it is not lost - Navigate freight carrier tracking numbers - Run daily, weekly. Monthly reports from multiple sources
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.  Responsibilities - 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-AZ-Scottsdale
Come join our team and be part of a fast-growing, multi-divisional, customer centric organization.   Are you looking for a career where you can blend your client focused experience with an interest in IT Hardware and Material Handling Equipment? Are you ready to engage your critical thinking side with your financial interest all while learning what the leasing industry has to offer?   Becoming a Customer Experience Professional will lay the foundation for learning aspects of IT, material handling, and medical equipment financing. Would you be excited to engage with Fortune 500 companies & school districts throughout North America?  You will have the opportunity to build relationships with large, well-known corporations, as well as a multitude of interdepartmental teams.   Our mission is to provide exemplary customer service to both our internal and external customers. Building upon our already established long term customer relationships is a priority. The team you are joining will support you every step of the way. If this sounds like an exciting opportunity for you, we would love to talk with you!   Responsibilities - Work with customers, vendors, and corporate employees to craft solutions and structure front-end transactions - Contact customers with pricing information, follow-up on outstanding documentation, and negotiate closure - Resolve customer inquiries regarding proposals, equipment deliveries, and contractual terms and conditions - Research and assist in resolving customer related interdepartmental concerns - Develop a basic understanding of Insight Investments’ system applications and contractual terms and conditions - Enter equipment details into front-end system - Gain knowledge of Insight’s equipment coding matrix - Create and maintain accurate and complete files, including documentation - Order placement with outside vendors and invoice reconciliation - Update internal logs regularly to keep track of needed funds - Create accurate schedule documentation in accordance with lease structure and legal requirements - Engage with sales team to ensure proper account management
Type
Regular Full-Time
Job Locations US-NM-Albuquerque
- Assist on tech call support for customer troubleshooting - Check database for new RMAs three times daily and execute resolution upon receipt of new RMAs - Assemble customized computer systems based on the same specifications of returned or to-be-returned defective equipment - Troubleshoot systems and run “bench tests” to ensure highest quality of work - Assist with quality control activities and check co-techs work - Conduct various diagnostic tests to determine repairs needed; repair computer systems and other peripheral equipment in a timely matter - Prepare replacement equipment from configuration to pick/ pack/ ship - Communicate with all levels of management and sales as necessary to determine problematic areas - Ensure highest quality of work at all times - Provide co-workers with technical support regarding hardware, installation, and other system issues - Perform daily check procedures as required - Follow company established policies regarding the safekeeping and security of equipment under repair, department equipment and parts - Prepare paperwork and input information related to progress, complete work, and other necessary tracking information - Timely submit paperwork to department management
Type
Temp to Hire
Job Locations US-CA-Costa Mesa | US-MA-Boston | US-CA-El Segundo | US-AZ-Scottsdale | US-CO-Littleton
- Interface with Customers, Systems Engineers, Sales Representatives and Sales Operations - Assemble Professional Service Project Packages as well as any other necessary paperwork - Contact customers to arrange meeting times for services - Present Pre-Engagement materials - Ensure that customer is ready to begin projects and put together risk mitigation plans to prevent project budget or schedule issues. - Manage project plans and budgets for assigned project(s) and adjust resources and priorities accordingly - Schedule Systems Engineers and Professional Services Engineers for project service delivery - Follow up with projects until completion and drive towards flat revenue recognition to keep resource utilization high. - Help keep schedule of all SE and PSE resources up to date - Interface with Partner Project Managers - Mirror Statements of Work (SOW) from Partners for delivery to customers - Develop SOWs with sales teams and determine cost of delivery for pricing purposes and delivery to customers - Provide overall direction for establishing project requirements, priorities and milestones - Establish roles and responsibilities within the core project team, allocate and coordinate resources across one or more projects - Prepare and present project status presentations to senior and executive management
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa | US-AZ-Scottsdale
Come join the team of our fast growing multi-divisional customer centric organization.   Are you looking for a career where you can blend your contract experience with your interest in IT Hardware and Material Handling Equipment? Are you ready to engage your critical thinking side with your financial acumen all while learning what the leasing industry has to offer?   Becoming a Contract Specialist will lay the foundation for learning aspects of IT and Hardware Assets, Equipment Finance, and Asset Management. Would you be excited to engage with Fortune 500 companies & School Districts throughout the United States?  You will interact extensively with internal departments inside of the company as well as large well known corporations who are our partners.   Our mission is to provide exemplary customer service to both our internal and external customers. Building upon our already established long term customer relationships is a priority. The team you are joining will support you every step of the way. If this sounds like an exciting opportunity for you, we would love to talk to you!   - 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-NM-Albuquerque
- Assists in leading, supervising and monitoring configuration team - Helps motivate, coach and contribute to the growth of the team - Training new employees - 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
Regular Full-Time
Job Locations US-Remote
- Acquiring and maintaining end user and strategic partner relationships - Conduct regular sales calls with end user prospect and partner relationships to develop profile opportunities - Prepare presentations/proposals and present in a persuasive manner to end user prospects and partners - Meet annual established sales quotas - Manage the account relationship and collaborate with internal Sales support team for successful implementation of lease and services as well as ongoing servicing for entire lifecycles of agreement - Work with internal resources includes sales management, sales support, marketing, accounting, etc to provide the best customer service throughout lifecycle of the lease - Manage the response to RFP's internally, making recommendations to sales management about competitive bids, terms and conditions, and pricing - Sell against all competition including banks, captives and other independent leasing companies
Type
Regular Full-Time
Job Locations US-CA-El Segundo | US-CA-Costa Mesa
- Interface with Customers, Systems Engineers, Sales Representatives and Sales Operations - Assemble Professional Service Project Packages as well as any other necessary paperwork - Interact with customers to arrange meeting times for services and communicate project status - Assess service needs of customers and link them to the appropriate providers and company resources - Maintain a resource directory of service resources and providers including Red8 team - Maintain time and expense records for projects - Recognize revenue for time and material and monthly recurring projects - Maintain project documentation - Schedule Systems Engineers and Professional Services Engineers for project service delivery as needed - Help maintain the schedule of all SE and PSE resources - Interface with and support project managers - Assist in writing SOWs using automated system - Prepare and present presentations on various metrics to senior and executive management - Run smaller projects such as small implementation projects - Schedule and monitor incoming product shipments as necessary - Create training documentation as needed to help team be more consistent in delivery
Type
Regular Full-Time
Job Locations US-NM-Albuquerque
Device Lifecycle Management (DLM): Supports the entire asset lifecycle from design, and planning to configuration, maintenance, and disposal of out-of-date devices and IT hardware Red8’s expertise in each stage of DLM makes device lifecycle management as simple as possible. Together, without the parent company, Insight Investments, we have 30 years of experience in technology. We own and operate a 37,000 sq. technology and refurbishment center providing the space to store, deploy, and service all your end-user devices. Red8 DLM means our customer’s IT support team is free to perform core business IT needs, keeping customer business reliable, cost-effective, secure, agile, and competitive The candidate must be in Albuquerque/Hybrid work schedule is available We are looking for an accountable and results-driven Field Coordinator to act as a liaison between onsite warehouse operations and the Service Delivery team to ensure high-volume shipments are completed over hundreds of locations throughout the US.  The role will also require frequent reporting, data quality management, and issue resolution management.  This person must have the ability to thrive under tight deadlines in both self-managed and team environments. Our Coordinator will have excellent written and verbal communications skills, leadership, customer service, and organizational skills. Experience with warehouse operations, Key Performance Indicators, and data management is necessary to be successful in this position.   Responsibilities - Oversees the processing of Device Lifecycle Management to completion - Coordinate focused team of warehouse operational departments focused on the Device Lifecycle Management service including Sales Administration, imaging, kitting & allocations, shipping, and returns, and inventory - Sets priorities for warehouse employees to meet daily goals and Customer Service Level Objectives - Provides multiple status updates on open orders, identifies any risks and resolutions - Responsible for seeing that all shipments are recorded and verified and the accuracy of the shipment against the paperwork for incoming and outgoing shipments - Uses judgment to identify and resolve day-to-day technical and operational problems. - Monitors the quality and accuracy of all shipments according to customer specifications.  Alerts management of any problems, with clear, decisive information or pictures if necessary - Ensures that the department staff meets the requirements of each customer and that any required changes are updated, and all staff is trained on any changes to a customer. - Communicate with Service Delivery teams and respond to inquiries as needed, implementing any actions required. - Acts as the liaison between operations and middle-management to ensure protocols are being followed - Provides resolutions to a diverse range of complex tasks. - Responsible for communicating with 2nd shift via e-mail before the end of each shift to ensure a smooth transition of daily workflow, issues, customer concerns, or any issues that have been reported. - Oversee the completion of all computer data entry as required, checking for accuracy and efficiency. - Accountable for functional and operational deliverables, service level objectives, and process improvement recommendations - Perform assigned tasks or other duties as instructed by Service Delivery Management
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
- Calculate monthly commissions for Sales Representatives & Management in accordance with current incentive plan in an accurate and timely manner - Prepare and distribute commission related reports, graphs, etc. to salesforce and upper management - Meet with upper management on a monthly basis to review calculation results and associated reports - Analyze & utilize data from multiple sources in order to account for all compensation plan components when calculating commissions - Analyze and report on commissions earned in relation to key operating metrics (lease origination, gross profit, remarketing income, etc.). - Research and prepare adjustments; respond to accounting and salesforce inquiries and complete special projects as requested - Maintain well organized files and records related to commissions - Partner with Human Resources & hiring managers in the creation of New Hire Compensation plans as well as annual Compensation Plan updates - Utilize Commission System (Iconixx) for commission calculations & statement generation - Work with external developers/consultants to resolve calculation errors and/or make plan changes within the commission system - Provide data points and partner with Finance/Accounting team ensure the appropriate accruals for sales commission are booked - Assist with the reconciliation of commission related general ledger accounts and the balancing of all commission related payroll interface activity - Continuously work to develop a process for more efficiently calculating, recording and reporting of sales compensation - Act as liaison between sales and business owners to troubleshoot any commission related questions & concerns  
Type
Regular Full-Time
Job Locations US-NM-Albuquerque
We are looking for a highly motivated, ambitious Service Coordinator to maintain information databases by entering high volume shipment information from hundreds of locations throughout the US.  The role will also require report queries, review, and data validation.  This person must have the ability to thrive under tight deadlines in both self-managed and team environments. Our Coordinator will have excellent written and verbal communications skills, time management, customer service, and organizational skills. Experience with order processing, navigation of major freight carrier portals, and data validation rules are necessary to be successful in this position.    What You Will Be Doing   Data Entry  -  Strong keyboarding skills - Ability to work in front of a computer for extended periods of time - Correct, verify, and delete non-required data and combine data from several sources - Search for additional information for any data deemed incomplete - Review completed work for content errors or duplicate values before presenting final outputs - Ensuring the most up to date information is available in multiple systems - Become proficient in various SAS platforms, proprietary web portals, and other relevant applications  - Investigate customer questions, issues, and escalations  Logistics  - Supporting inventory management - Creates shipping documentation - Order Entry - Communicates directly with cross-functional teams and carriers - Works closely with logistics providers to assure on-time shipments, pickups and deliveries. - Track, trace and facilitate Export and Domestic Shipments - Documentation coordination - Assist with claims processing information with forwarders and small parcel providers - Perform other duties as assigned by management - Respond to Customer tickets (multiple Customers from multiple ticketing systems) - Works with production staff to achieve on-time customer deliveries - Prepare invoice backup for approval by management  Process Workflows  - Assisting in ensuring our device management process solutions are achieved - Communicating between various departments - Maintain process workflow diagrams, runbook documentation, user guides - Reporting - Generate daily, weekly, monthly reports - Analyze current Production Reports from our warehouse to monitor production accuracy - Preparation of Management Reports as well as analyzing & interpreting data - Special projects and functions as they arise. 
Type
Regular Full-Time
Job Locations US-MA-Boston | US-AZ-Scottsdale | US-Remote
Seeking a Customer Experience/Service Specialist to execute and deliver existing portfolio accounts, process development requests, and handle daily customer and sales requests in a timely manner.     What You Will Be Doing   Customer Experience -  Consistently deliver an excellent customer experience to internal and external customers. - Have a positive approach on how you can assist the customers. - Successfully meet customer fulfillment commits. - Participate in departmental and company-wide Continuous Process Improvement initiatives. - Establish a departmental culture that is service-oriented and quality-driven. Account Maintenance - Take ownership of all tasks within the established timeline. - Manage multiple tasks simultaneously in accordance with defined sales orders. - Place and follow up on all orders for designated accounts; Sales Orders, Replacements, Returns, Inventory,  Freight. - Draft/maintain docs for Account requests:  Quality/Service Concern. - Submit sales requests within CRM (customer relationship management). - Collaborate with Senior Specialists/Managers identifying areas of improvement. - Work closely with cross-functional departments to ensure specification accuracy and on-time service delivery. Vendor & Freight Maintenance - Collaborate with all CX Team Members to adhere to vendor SLOs. - Primary contact for Customer-Facing Team.
Type
Regular Full-Time
Job Locations US-AZ-Scottsdale | US-MA-Boston | US-Remote
We are looking for a highly motivated, ambitious Customer Experience Specialist to manage high-volume shipments from hundreds of locations throughout the US. The role collaborates with various departments to ensure day-to-day shipments are completed in a timely manner. This person must have the ability to thrive under tight deadlines in both self-managed and team environments. Our Coordinator will have excellent written and verbal communications skills, time management, customer service, and organizational skills. Experience routing orders through vendor portals, emails, or phone, and following customer shipping instructions are necessary to be successful in this position. What You Will Be Doing Customer Experience - Successful meet customer fulfillment commits - Communicates directly with cross-functional teams and carriers - Analyzing current Production Reports from our factories to monitor production - Preparation of Management Reports as well as analyzing & interpreting data - Deliver excellent customer experience to internal and external customers Logistics/ Vendor & Fright Maintenance - Supporting inventory management - Creates shipping documentation - Arranges transportation schedules with carriers - Order Entry/ Updates order schedule daily - Routes outgoing shipments through various freight forwarders and schedules transportation of shipments. (Federal Express, UPS, TMS, WMS, manual systems, and International Forwarding Agents). - Works closely with logistics providers to assure on-time shipments, pickups, and deliveries. - Obtains and provides freight rates to stakeholders. - Track, trace, and facilitate Export and Domestic Shipments - Maintain transportation rates - Documentation coordination - Process claims with forwarders and small parcel providers - Perform other duties as assigned by management - Respond to Customer tickets (multiple Customers from multiple ticketing systems) - Works with production staff to achieve on-time customer deliveries. Account Maintenance - Managing compliance with standardized receiving requirements and processes - Managing and improving inbound freight processes and tools including scheduling, and tracking deliveries, managing exceptions, and communicating across teams to create seamless inbound deliveries for the logistics team - Assisting in ensuring our device management process solutions are achieved - Communicating between various departments - Maintain process workflow diagrams, runbook documentation, user guides - Prepare invoice backup for approval by management - Detail Oriented with problem-solving capabilities.
Type
Regular Full-Time

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