Insight Investments Corporate Office - Costa Mesa, CA

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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-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-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

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