Insight Investments Corporate Office - Costa Mesa, CA

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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(DLM): Supports the entire asset lifecycle from design, and planning to configuration, maintenance, and disposal of out-of-date devices and IT hardware Red8’s expertise in each stage of DLM makes device lifecycle management as simple as possible.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-MA-Boston
We are seeking a Marketing Brand Manager to join our team. At a high level, this role will manage the 2NDGEAR brand to formulate and execute marketing plans and budgets, develop and oversee promotions including advertising, public relations, and promotional campaigns. This role will work closely with marketing team, executive management as well Sales Representatives / Support Staff.    You’re the perfect candidate if you are a self-motivated, detailed oriented, energetic team player with strong organizational and project management skills + the ability to multi-task and manage several initiatives simultaneously. - Plan, develop and implement effective marketing strategies and policies. - Develop marketing plan, goals, and strategies for the 2NDGEAR business - Design flyers, advertisements, email templates, Act-On landing pages, tradeshow booths, and PowerPoint slides - Write blogs, press releases, whitepapers, and advertisements - Formulate and manage the yearly marketing budget - Work with the ecommerce and buyer teams to understand current inventory & promotional opportunities - Develop monthly special offerings for advertising on web, email and social - Work closely with other brand managers to collaborate, share best practices, provide feedback / assistance when needed - Work closely with social media and content specialist to develop and drive effective social media content /presence - Work closely with SEO and Web Specialist to review analytics, modifications, updates, and associated projects - Works closely with marketing coordinator to delegate a variety of tasks including event coordination, sales support, promo item procurement / organization / inventory, meeting support, collateral updates, and more. - Research, Identify and quantify target markets and competitors - Track, analyze, and report on the results of all marketing activities  
Type
Regular Full-Time
Job Locations US-MA-Boston | US-AZ-Scottsdale | US-CA-Costa Mesa
Insight Investments began in 1987 reselling off-lease hardware in a 400 sq. foot office space. 30 years later we have over 300 employees and service some of today’s largest organizations with their technology acquisition, leasing, and management requirements. We are comprised of 5 subsidiary businesses providing a wide array of solutions designed to fit specific customer needs including new and used equipment acquisition, custom leasing and financing, asset management, off-lease portfolio management, excess equipment disposal, and the integration of best-of breed technology for data management and security solutions.   We are seeking a Marketing Coordinator to join our team in our Costa Mesa, CA office. At a high level, this role is focused on supporting 2 brand managers with a variety of projects for Insight’s 5 brands.  This role will include: event coordination, sales support, content creation, graphic design, social media, admin tasks, and more.   You’re the perfect candidate if you are a self-motivated, detailed oriented, energetic team player with strong organizational and project management skills + the ability to multi-task and manage several initiatives simultaneously.     What you’ll do (responsibilities) - Assist brand managers with a variety of projects and campaigns including: - Event coordination and execution (managing registrations, coordinating with vendors, creating itineraries, overseeing logistics / shipping, and updating event calendars). - Expense and budget tracking - Sales toolbox maintenance (Maintain a directory of sales support materials making sure all resources are accurate and current). - RFP & RFI response preparation - Vendor relationship management - Organizing, shipping, and maintaining marketing materials - Editing PowerPoint presentations, flyers, social content, and email templates
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
- Develop a thorough understanding of Insight Financial Services unique market differentiators/value story - Ability to leverage phone, email, LinkedIn, and other sales tools to develop relationships with target vendors in the Office Products and IT markets - While developing new relationships with targeted vendors, work to expand relationships with both current vendors and end user leasing clients - Conducts regular sales calls to develop customer relationships and follow up on leads - Deepen the prospect database with decision maker contact info, including but not limited to phone, position, and email - Work closely with Senior Account Executives and support groups to develop understanding of IFS transaction structuring and deal flow process - Identify any new projects and to qualify them and their decision making tendencies/processes - Meets established quotas and sales goals - Promotes goodwill and conveys a positive image of the Company - Provides assistance to Senior Account Executives as needed - Effectively communicate and transaction or program opportunities or challenges with IFS leadership - Attends meetings as required - Provides backup for other sales positions as needed - Meet annual established sales quotas - Daily target for outbound calls is to average 40 - 30 new decision maker contacts and/or email addresses - Identify at minimum 1 new opportunity per day - 20MM in identified opportunities - $5MM in actual new booked business in 12 months - 10 new accounts generated - 2MM in self procured business
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-CA-Costa Mesa | US-CO-Littleton
- Monitor incoming communications: - Respond to customer and customer service inquiries - Request and compile information from other departments to facilitate payoff quotes - Reconcile charges relating to third party sales, equipment sales, deferred maintenance, renewal payments, etc. - Manage equipment return process - Prepare termination packages for End of Lease Group and Accounting - Assist with processing and documenting lease renewals and amendments - Key contributor for End of Lease reporting needs - Bill payoffs in the system of record as well as ensure all necessary documents are properly filed - Update the system of record with various details and values as needed
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
- Primary responsibility in support of the business in functional understanding, operation, and release management of our suite of financial and marketing applications including our Leasing (Leasewave), ERP (Great Plains), and CRM (Microsoft Dynamics 365) applications. - Identifying, defining, and documenting business needs and objectives, current operational procedures, problems, input and output requirements and levels of systems access after consulting with functional unit management and personnel. - Collaborate across the organization and with external partners on projects to design, build, enhance, and support a cohesive set of applications and infrastructure that support Business Processes & Systems - Author and use activity diagrams, use cases, scenarios, business analysis, flowcharts, document analysis, requirements workshops, surveys, site visits, business process descriptions, interviews, and workflow analysis to Induce and manage requirements - 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. - Review and evaluate available Functional Specifications and their impact on existing business processes and procedures. - Maintain and document system and business procedures by ensuring process owners and users are following known policies and procedures in accordance with known best practices and company policies. - Focus on the resolution of system and business process defects & data gaps ensuring acceptable system usage, testing, and timely deployments in collaboration with IT and external Vendor(s) to effectively support business operations. - Assist with querying data sources (databases, extracts, etc.) and translating ad-hoc business report requirements. - Provide training and process handoffs of newly released functionality to business areas.
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
Job Locations US-MA-Boston | US-AZ-Scottsdale | US-CA-Costa Mesa | US-Remote
- 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 | US-MA-Boston | US-CA-Costa Mesa | US-IL-Oak Brook | US-CA-Manhattan Beach | US-NJ-Matawan | US-AZ-Scottsdale
- Execute Strategy and Planning sessions with customers to create multi-year strategies to ensure business requirements are met - Perform Assessments, including Architecture Assessments, Design Assessments, and Engineering / Configuration Assessments. - Create detailed, implementation-level Designs that align with the business strategy, the customer’s budget, and operational support capabilities. - Prepare and present Engagement deliverables to the customer - Work with the Solution Architecture team to allow them to finalize any follow-up actions including Bills of Materials, Statements of Work for remediation, etc. - Collaborate well as part of a multi-functional team with Sales, Pre-Sales, Project Management, and other delivery/engineering resources
Type
Regular Full-Time
Job Locations US-NJ-Matawan | US-MA-Boston | US-TX-Houston | US-AZ-Phoenix | US-TX-Dallas | US-CO-Denver
Why Red8?   Today’s modern IT organization is being asked to do more than ever before in an IT environment that is more complex than ever before. At Red8 we are passionate about working with our clients to architect IT solutions and services that solve their most difficult problems.    Red8, a wholly owned subsidiary of Insight Investments, LLC, is an IT solutions provider dedicated to solving critical business challenges and creating strategic value through modern technology solutions and processes. Recognized for its engineering excellence and consulting leadership, Red8 is a trusted partner to many of the nation’s largest corporations—delivering comprehensive technology solutions around security, analytics, cloud & automation, endpoint, device life cycle services, data center infrastructure delivered through consulting & managed services.   Responsibilities Sales of IT solutions to medium and large enterprises - IT infrastructure, IT Services, cloud, security, dev ops, automation, and advanced analytics. - Identify, prospect, and qualify new sales opportunities; build and strengthen both prospective and existing business relationships with C-level executives and/or decision makers - Schedule and attend sales call appointments with prospective customers; some traveling is required - Identify prospect’s key business issues, draft and present prospects with a formal quote, a written sales proposal, or formal sales presentation - Manage the response to RFP's internally and make 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 results - including costs, methods, and staffing
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-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

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