Insight Investments Corporate Office - Costa Mesa, CA

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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 | 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-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-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

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