Insight Investments Corporate Office - Costa Mesa, CA

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Job Locations US-IL-Chicago
  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 Lease 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! Responsibilities  - 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, trouble shooting - Engage with sales to ensure proper account management
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
- At the direction of the Marketing & Sales Director, assist with or execute the following:  - Answer incoming customer inquiries  - Recruit and ensure attendance for key marketing and sales related events (phone/email)  - Execute outbound lead generation campaigns (phone/email)  - Execute follow up conversations with customers as the results of lead generation and/ or event attendance (phone/email)  - Schedule initial meetings and calls for account executives into prospects (phone/email)  - Research prospects to aid sales teams in creating sales strategies for new and existing accounts  - Develop cross-selling and up-selling techniques to aid in position multiple product lines to customers  - Assist in the qualification of customers to the point of registering opportunities with vendors/suppliers Provide other assistance, as needed, in supporting Account Executives as directed by the Sales Manager  - Maintain customer and prospect information in corporate systems (Salesforce.com)  - Track activity and other items as directed by management 
Type
Regular Full-Time
Job Locations US-FL-Jacksonville | US-MA-Boston | US-MA-Hyannis
So, what’s the role? As the Senior HR Business Partner act as a trusted advisor for the 2nd Gear Operations Team. You will be driven by the challenge of partnering with the business to help achieve the business agenda and unlock talent potential. As part of your role you will be able to quickly build strong relationships with all internal stakeholders and be the first point of contact for all HR related queries.  You will be able to think on your feet, be solutions focused and results driven.   What will I do? - Drive the talent agenda o   Dynamic career conversations, in alignment with managers, to reinforce retention and optimize skillsets across the 2nd Gear teams o   Support business in talent acquisition, and a pipeline for future talent o   Structure and proactive succession planning o   Support line managers in their decision making for promotions/offers and in delivering key messages to their teams o   Identify strategic resourcing requirements (including current and projected skill / capability gaps) to develop and execute strategic resource - Pro-actively lead and manage all first line employee relations cases, ensuring managers are offered practical advice and guidance in line with current legislation. - Be able to lead and manage all end-to-end change and offer both tactical and strategic support to management in respective area. - Support Corporate HR with projects and duties as assigned
Type
Regular Full-Time
Job Locations US-MA-Hyannis | US-FL-Jacksonville
We’re looking for a self-motivated junior candidate that can learn and carve out a role supporting our senior IT team with core Applications for ERP, Shipping, and other related custom-built modules & portals. This individual will primarily act as a technical liaison between the IT dept & the different business units and expected to work on tasks/priorities set by the manager including: - Learning the various business applications at a more intermediate level. Understanding the relationships between them and workflows. - Identifying & tracking application issues in ticketing system and probing end users to get more detail as well as validating and documenting steps to reproduce them. - Conducting basic gap analysis when requested to find discrepancies between user requirements and system capabilities. - Participating in User Acceptance Testing and assisting end users to collect feedback. As a result, being a team player and the ability to work together with multiple divisions are vital to success. Primary Responsibilities: -  Business Application Support: Provides daily 1st and 2nd tier support for designated applications. Monitors production systems with end users to ensure proper functioning and completion of business operations. Researches and resolves issues according to defined prioritization/severity of tickets. - Requirements Definition and Analysis: Assists the team with collecting and documenting system requirements for projects and evaluating potential solutions. - Business Process Improvement: Identifies opportunities for process and reporting improvement when collaborating with users; makes relevant recommendations when appropriate and tracks it in a ticket/backlog. - System Maintenance: Participates in weekly system tasks and routines assigned by team to ensure data integrity in applications. Completes all work using established methodologies and procedures.
Type
Regular Full-Time
Job Locations US-MA-Hyannis | US-MA-Boston | US-CA-Costa Mesa
- Prospect for new accounts and seek opportunities to expand existing lines of business within the install base - Conduct 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, email, and social media - Identify any new projects and qualify them and their decision making criteria and processes - Perform remote sales presentations to prospective customers as requested - Meet established quotas and sales activity goals: daily, weekly, quarterly, and annually - Promote goodwill and convey a positive image of the company - Provide assistance to Senior Account Executives on a daily basis - Keep management informed of sales activities, the competitive landscape, and CSAT issues as necessary - Complete required reports and records accurately and promptly - Attend meetings as required - Provide backup for other sales positions as needed - Interact with our partner ecosystem for demand generation
Type
Regular Full-Time
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-NH
- 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
- Makes phone sales presentations to prospective customers - Prospects for new accounts and seeks opportunities to increase existing ones - Conducts regular sales calls to develop customer relationships and follow up on leads - Tracks sales deals through closing and finalizes sales contracts - Meets established quotas and sales goals - Ensures products are delivered on time - Monitors inventory levels to avoid product shortages - Forecasts long range account sales, inventory levels, and product needs, and communicates related information regularly to management - Log prospecting activities into the CRM system, and determine results via reports and metrics analysis - Ensures that customers are satisfied with Company products and services and well supported through phone contact - Obtains customer feedback and continually works to improve products and services - Resolves customer requests, complaints, and problems working with necessary Insight departments - Promotes goodwill and conveys a positive image of Insight Investments
Type
Regular Full-Time

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