Insight Investments Corporate Office - Costa Mesa, CA

Job Listings



Use this form to perform another job search

The system cannot access your location for 1 of 2 reasons:
  1. Permission to access your location has been denied. Please reload the page and allow the browser to access your location information.
  2. Your location information has yet to be received. Please wait a moment then hit [Search] again.
Click column header to sort

Search Results Page 1 of 1

Job Locations US-CA-Costa Mesa
- 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
This position will manage/direct both the indirect as well as Direct (Income) tax depts of the company. There are approximately 4 entities that need tax planning and oversight under the Holding Company.   - Ensure the accurate preparation and timely submission of all foreign, federal, state, and local income tax returns through coordinated efforts with outside tax consultants. - Knowledge in IVA/VAT for Canada and Mexico, along with cross border transactions. - Understand the complexities of the Tax Reform as applied to partnership and S-Corp and conduct research, planning, and compliance accordingly - Lead the organization’s Tax Planning and Strategy - Enhance existing tax strategy through new approaches, planning and collaboration with senior leaders - Lead in the analysis and resolution of all complex tax issues impacting the company’s business - Retain and supervise outside tax counsel, other advisors, and/or systems procurement required to effectively conduct research and compliance - Manage, implement, and maintain tax reporting, compliance, and accounting policies - Approve tax and tax-related expenditures within established authorization limits; sign tax returns - Manage income, sales/use, and payroll tax audits, minimize audit exposure, and maintain excellent relationship with taxing authorities - Direct other tax professionals, whether employees or contractors/consultants, in all aspects of the company’s income tax processes - Prepare financial statement disclosures related to income taxes - Participate in special projects of a tax or accounting nature as assigned by the company’s Treasurer, Chief Financial Officer or other members of senior management - Improve the overall efficiency of the Tax Department, implement and manage new processes or procedures as needed
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
Responsible for the management of the company’s indirect tax team. To include all foreign, state and local sales, excise and property tax reporting and company compliance. The Indirect Tax Specialist roles report to this position. Responsible for ensuring the accuracy and timeliness of all tax filings and that the proper amounts of sales, excise and property tax are allocated and billed to lessees and buyers. Responsible for the training and development of direct reports. Responsible for maintaining good service-minded relationships with external and internal parties involved in the entire sales, excise and property tax reporting process including tax authorities, lessees, buyers, accounts receivable and lease administration. Also to manage and oversee all audit communication and assist Treasurer & Legal depts with new entity setup.   Responsibilities - Review/train/assist with company’s foreign, state and local sales, excise and property tax returns prepared by Sales and Property Tax Specialists - Administrator for Vertex and Avalara tax programs. - Coordinate with 3rd party partners for PPTX filings and remittance/billing. - Monitor and update tax calendar to ensure that returns are timely prepared and scheduled for completion - Monitor the processing and cataloging of sales and excise tax re-sale and exemption certificates - Maintain hard copy and electronic files - Keep abreast of new legislative and other developments in the sales, excise and property tax areas and advise Corporate Tax Director accordingly - Prepare and file claims for refund and correspondence seeking informal tax rulings - Streamlining work processes and systems related to the preparation of sales, excise and property tax returns and allocation of tax to lessees and buyers - Cross-border tax research (Canada / Mexico) - Maintain sales and excise tax matrixes used to determine taxability of various products including software and maintenance contracts - Reconcile sales and excise tax accounts on general ledger - Training and development of direct reports - Prepare foreign, federal and state income and franchise tax returns as needed - Perform sales, excise and property tax research - Assist the Director of Tax with sales, excise and property tax audits - Perform special projects of a tax or accounting nature as assigned by the Director of Tax
Type
Regular Full-Time
Job Locations US-NM-Albuquerque
- Unload trucks and properly document all incoming shipments - Stage and maintain the exact count of all incoming shipments - Create or update any documentation needed to account for all equipment to be sent to the Audit Department - Receive all off-lease, buy/sell, and/or any other relevant equipment in Microsoft Great Plains - Create part numbers to reflect actual equipment receipt - Transfer/relocate equipment directly into inventory when needed or work directly with Inventory Control Specialist in order to transfer accordingly - Make sure to notify Receiving and Inventory Supervisor of all discovered receiving discrepancies - Maintain a clean and safe working area at all times
Type
Temp to Hire
Job Locations US-MA-Hyannis
- Manages and monitors sales teams’ responsibilities and duties and motivates salespersons to meet monthly quotas - Develops relationships with current and prospective clients through multiple channels - Ensures customer satisfaction with company products and services - Obtains customer feedback and continually works to improve products and services - Resolves customer requests, complaints, and problems working with necessary Insight departments - Makes recommendations regarding product development, pricing, and sales projections - Conducts sales presentations to prospective customers, occasional customer visits, responds timely to internet inquires - Prospects for new accounts and seeks opportunities to increase existing ones through regular e-mail marketing campaigns - Conducts regular sales calls to develop customer relationships and follow up on leads - Utilize internet resources and company website to develop leads and marketing strategies - 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 company provided database - Promotes goodwill and conveys a positive image of Insight Investments - Other duties assigned
Type
Regular Full-Time
Job Locations US-MA-Boston
Red8 and 2ndGear is looking to hire a contracts, transactional and general corporate lawyer for our legal team, reporting to our President of Red8/2nd Gear and dotted line to our General Counsel. The role primarily would be to (1) review, prepare and negotiate value-added reseller agreements, equipment sales agreements, professional services agreements and other contractual agreements with our partners, (2) review internal procurement agreements and confidentiality agreements, and (3) assist in the management of the legal aspects of our intellectual property, including trademarks, service marks and copyrights. The position is full-time and is located in Boston, Massachusetts. The ideal candidate would have at least 5-7 years of law firm or in-house experience specializing in general corporate law, contracts or general business law with significant experience negotiating contracts. Responsibilities: - Review, drafting and negotiating a wide range of commercial agreements, including VAR agreements, license agreements, sales and purchase agreements, equipment financing agreements, and professional services agreements. - Provide legal assistance in the development, review and updating of the Company’s documentation procedures and template agreements - Assist in the management of the legal aspects of the Company’s trademarks and service marks - Exercise good commercial judgment to understand business needs and provide appropriate and responsive legal support with a high degree of attention to detail - Act as internal clients’ trusted colleague who coordinates strategy with respect to commercial contracting, compliance, contractual disputes, and best practices - Enhance and support the department’s technology solutions and knowledge management efforts
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-NM-Albuquerque
- Receive and screen telephone calls and visitors - Answer routine questions or direct them to the appropriate personnel - Receive, open and distribute mail daily - Assist and support department personnel - Perform miscellaneous support functions as assigned - Place and regulate online office supply orders - Coordinate guest Wi-Fi accounts - Receive and direct catering to correlated meetings/parties - Maintain facilities and office areas - Facilitate communication with current facility vendors - Reconcile and code freight carrier invoices - Process sales orders as assigned - Other MISC tasks as assigned by Manager
Type
Regular Full-Time
Job Locations US-NM-Albuquerque
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-CA-Costa Mesa
Insight Investments has an immediate opening for a Senior SQL Developer.  This is a full-time, direct-hire, permanent position.   This position will be primarily focused on backend Data Architecture, Database & BI Reporting Development.  The position will be responsible for the design, development, and implementation of multi-functional, multi-platform application systems with a focus on delivering efficient, reliable, scalable, and high performing solutions.  The position will partner with various IT and Business Teams both within the Company and externally to identify and deliver data driven solutions.   - Hands-on development leader focused on data and process automation including Data Warehousing & Business Intelligence. - Architects, builds, and provides technical supports for Enterprise-Wide Data Warehouses, Data Lakes, and Operational Databases. - Creates stored procedures, SSIS packages, and other ETL processes to import/translate/manipulate/export data. - Works with multiple data sources to create a unified solution that implements business rules and supports their analytical needs. - Focuses on reuse, scalability, resilience, and a balance of performance vs cost benefit for solutions delivered. - Analyzes potential data quality issues and creates effective mitigation solutions. - Optimizes processes involving large data sets to improve performance. - Quickly understand business needs and translate these needs into technical solutions. - Recognizes and implements automation opportunities. - Proactively solicits, analyzes, and negotiates customer requirements and works with Business Areas, BAs, PMs, and Management to architect, build, and deliver technology solutions. - Understands and keeps up to date on common network protocols, security standards, system admin and application development practices and trends. - Champions implementation of standard practices to increase design and implementation efficiency across Development Teams. - Educates team members and others on capabilities and constraints of technology platforms. - Must have strong communication skills and ability to interact with internal IT, third party vendors, and business partners.
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-AZ-Scottsdale | US-MA-Boston
Ideal candidate will be selling IT solutions to medium and large enterprises  - IT infrastructure, IT Services, cloud, security, dev ops, automation and advanced analytics.   - 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
Job Locations US-NM-Albuquerque
• Boxing and unboxing of equipment related to activities detailed below • Inspects computer equipment and reads order sheets listing user requirements to prepare computer hardware for delivery • Installs or assists in the installation of hardware and peripheral components such as memory, media, video cards, and disk drives • Loads specified software packages such as operating systems, word processing, spreadsheet programs or client proprietary software (custom images) into computer • Enters commands and observes system functions to verify correct system operation and network connectivity • Diagnoses system hardware and software packages • Maintains appearance and cleanliness of the work area • Maintains all proper safety requirements including, but not limited to, proper lifting techniques and operation of equipment • Attends technical seminars (when available) and regularly reads books, manuals and literature to keep abreast of new hardware, software and imaging product developments
Type
Temp to Hire
Job Locations US-NM-Albuquerque
- Compare identifying information and counts, weigh, or measure items of incoming and outgoing shipments to verify information against bills of lading, invoices, orders, or other records - Determine method of shipment. Communicate with transportation company to negotiate shipping costs - Maintain appearance and cleanliness of the work area - Maintain all proper safety requirements including, but not limited to, use of back support belts, proper lifting techniques and operation of equipment - Affix shipping labels on packed cartons or stencils identifying shipping information on cartons - Assemble wooden or cardboard containers or selects pre-assembled containers - Insert items into containers - Bind containers with tape, metal straps or plastic wrap - Stamp, stencil, or glue identifying information and shipping instructions onto crates or containers - Post weights and shipping charges, and affix postage - Examine outgoing shipments to ensure shipments meet specifications - Maintain inventory of shipping materials and supplies - Operate tier lift truck or uses hand truck to move, convey, or hoist shipments from shipping and receiving platform to storage or work area
Type
Temp to Hire
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.    - 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-CO-Littleton | 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-CA-Costa Mesa
- Assumes overall responsibility for the effective performance of all purchasing related functions for 2ndgear Division - Oversees ALL equipment purchases by the Buyers for relevancy, pricing and accuracy. - Identifies, recommends, and reviews opportunities from all Buyers for “spec. buy” equipment - Collaborates with Tech Center staff on the purchase of parts/units needed for refurbishment, repair or replacement warranty claims. - Directs and updates 2NDGEAR’s technical audit team to ensure that grading of used equipment is consistent and meets established quality standards. - Maintains appropriate inventory levels of Core Equipment for Resale throughout year based on seasonal trends, overall value, aging, demand and Executive Management directives. - Directs wholesale traders in selling aged inventory. Reviews and approves deals for health and company benefits. - Collaborates with FAR Group reporting by managing aged inventory and standard inventory reserve practices. - Sets all pricing (Floor and Retail) to Sales Teams for New and Off Lease product that aligns with 2ndgear margin goals. - Manages Core Products/Addons Pricing Portal by determining the FMC’s (Fair Market Cost), links quantities available and updates Portal as needed. - Reviews, Adjusts, Approves Monthly Wholesale Traders PO Transfer Commissions for Audit quality of Purchases made and accuracy. - Reviews, Adjusts, Approves Monthly Sales Representatives commissions file for accurate FMC and margin attainment. - In concert with FAR Group, review and validate IFS Transfer amounts monthly. - Collaborates with Marketing/Web Team on product specials, updates and strategies to sell new or aging items. - Assumes responsibility for establishing and maintaining professional business relations with Vendors and major Distributors to maximize the relationships. - Establishes New Refurbish/Used Vendor criteria for on boarding and oversees their progression and value to the company through payment terms, quality, audit results, delivery times and responsiveness. - Reports and takes actions accordingly to monthly appraisals of audited equipment by Vendors and Buyers. (Put Vendors on hold and/or counsel buyers) - Establishes and oversees RTV process with Vendors and Buyers - Provides leadership through effective goal setting, delegation, and communication - Conducts regular staff meetings to ensure that personnel are well informed of changes in policies and procedures - Supervises, trains, and coordinates 2ndgear Purchasing personnel both Domestic and International. Aids and supports as needed. - Conducts performance appraisals. Formulates and implements employee corrective actions as needed. - Ensures that staffing levels are appropriate. Interviews, hires, and assigns personnel. - Be an ambassador and advocate of outsourcing efforts and team. - Assist IFS/RED8/Portfolio Management in obtaining market information (FMV, product relevance, buyback pricing) - Manages and develops business process improvements to purchasing process and other adjacent processes. - Responsible for the effective performance of all inventory control and aspects of purchasing associated with 2NDGEAR - Work with Executive Management to determine roadmap for future opportunities including revenue growth, margin attainment, staffing, etc.
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
The Sr. DevOps Engineer is responsible for a heterogenous environment of cloud and on-prem infrastructure, Windows and Linux servers and building a Kubernetes-based infrastructure.  DevOps engineers must possess an "automation first" mindset, with a relentless focus on quality, monitoring and reliability using Infrastructure as Code tools.  Creating clear documentation, constantly keeping our organization as technology leaders and championing modern best practices are core functions of this role.   - Collaborate across enterprise to define, prioritize, and ensure the reliability, availability, and performance of our services. - Define and lead service capacity planning and demand forecasting meetings, with a focus on software performance analysis and system tuning. - Identify underlying root causes to help solve complex problems relating to mission critical services and build automation to prevent incident recurrence, with the goal of automating response to all non-exceptional service conditions. - Provide primary support for environment related issues that engage multiple engineering teams. Be an active contributor in retrospective meetings with Sr. leadership about technical RCA's and mitigation strategies. - Responsible for monitoring the health of our environment and maintaining comprehensive documentation of our infrastructure and tools. 
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

Connect With Us!