Insight Investments Corporate Office - Costa Mesa, CA

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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
- Responsible for managing customer’s End of Lease needs including, but not limited to, coordinating shipping, developing a process while adhering to Lessee’s contractual obligations, and assisting in resolving billing inquiries. - Work in tandem with 2nd Gear receiving department to ensure all off-lease returned equipment is recorded into appropriate system - Process all return reconciliations in leasing software system by the required monthly deadline. - Collaborate with Sales staff utilizing a holistic End of Lease approach to provide excellent customer service and ensure proper account management. - Create and distribute reports as they relate to all End of Lease activity for both internal and external customers. - Manage 3rd party vendor relationships to ensure high level of client satisfaction across all parties. - Generate chargeback statements for equipment returns that are not in compliance with lease return standards. - Assist in the execution of renewal/rewrite/buyout transactions. - Provide assistance and backup for Portfolio Analyst with renewal/rewrite/buyout proposals and quotes. - Provide assistance with Equipment Coding Reviews.
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

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