Insight Investments Corporate Office - Costa Mesa, CA

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Job Locations US-MA-Boston
- 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
Responsibilities: - Actively manage the Presidents’ calendar, schedule meetings, and pro-actively resolve scheduling conflicts - Coordinate all communication to and from President / screening calls and responding to letters & e-mails on President’s behalf / wordsmithing and full documentation creation / reviewed. - Coordinate conference / TEAMS calls / Leadership meeting setup / meeting note taker. - Responsible for all administrative duties needed to maintain office environments - Prepare PowerPoint presentations, organizational charts, reports, graphics, etc. - Submit monthly expenses via Concur - Provide alternatives for travel including airline, restaurant, hotels, and transportation.  - Maintain files for correspondence, records, reports, and personal matters - Collaborate with various staff and departments in preparing special projects - Assist in organizing events, banquets, and or seminars - Organize Weekly Sales and Operations Meetings, Monthly and Quarterly Business Reviews - Assist with some personal matters
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
Responsibilities: - Develop, update, and conduct new employee onboarding and ensure all procedures for new hires are completed in a timely and accurate manner - Administer all benefits programs during annual Open Enrollment and throughout the plan year - Assist employees with inquiries related to benefit programs and insurance information - Assist in recruiting, interviewing, and hiring - Develop recruiting sources and tools to assist managers during recruitment process - Ensure that all hiring processes are effective, time sensitive, and legally compliant - Work with external auditors to complete annual audits - Assist with the annual performance review and merit increase processes - Process and administer all leave-of-absence requests and disability paperwork: medical, personal, disability, and FMLA - Assist in the review, testing, and implementation of new HR systems - Create and generate customized, scheduled and ad hoc reports for internal and external use including headcount reports, turnover and open positions, benefit reconciliation and compliance, salary planning and budgeting, and reports for EEOC and Affirmative Action Plan - Provide consultation to employees and managers on various inquiries - Complete various projects and/or conduct research on HR topics as assigned - Manages worker’s comp injuries and the processing of claims - Process and administer payroll through ADP for 275+ employees
Type
Regular Full-Time
Job Locations US-MA-Boston
Responsibilities: • 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-AZ-Scottsdale | US-CA-Costa Mesa
- Actively manage the CEO's calendar, schedule meetings, and pro-actively resolve scheduling conflicts. - Coordinate all communication to and from CEO including full document creation including review and editing with CEO. - Screening calls and responding to letters & e-mails on CEO’s behalf. - Coordinate meetings including various conference calls, Teams Meetings or Executive Leadership team(s). - Attend certain meetings and accurately transcribe meetings notes. - Support of CEO’s personal finances (extensive), donations, paying bills, check deposits at local bank errands, phone calls, etc. - Responsible for all administrative duties needed to maintain CEO and EA office environment. - Prepare PowerPoint presentations, organizational charts, reports, graphics, etc. - Reconcile CEO corporate & personal credit card statements and monitor charges. - Arrange complex Domestic and International travels for both personal and business purposes (Leisure travel portion includes 4 to 5 international trips, and 7 to 8 domestic trips annually) - Maintain files for correspondence, records, reports, and personal matters. - Collaborate with various staff and departments in preparing special projects. - Maintain privacy of confidential records, documents, and correspondence. - Receive and organize CEO’s incoming mail. - Maintain a professional dress attire & appearance.
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
Responsibilities: - Manager A/P staff and entire Accounts Payable team and process - Participate in and contribute to leadership of the AP/Treasury/Funding/Syndication team. - Provide core support for the month-end and year-end close process in Great Plains A/P - Manage invoice/EFT/Wire Postings in Great Plains A/P - Maintain details of cash forecast to assist Treasury Dept. - Coordinate with purchasing to ensure PO’s are properly managed and cleared. - Maintain an accurate and clean aging report, ensuring that vendor invoices have been processed in a timely manner - Participate in the year-end financial statement audit, periodic bank audits and other audits as needed - Ensure compliance with internal control and accounting policies applicable to all accounts payable functions - Research and resolve vendor inquiries - Represent the Company to various trade professionals and groups, and ensure that the Company’s professional reputation is maintained - Perform miscellaneous ad-hoc research and reporting and other duties as assigned - Provide direct supervision of accounts payable personnel, including time off requests, time card approvals, goal setting and performance management requirements
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa | US-AZ-Scottsdale
Responsibilities as assigned: - Preparation and Review of company’s foreign, state and local income tax, sales, excise and property tax returns prepared by Income Tax, Sales and Property Tax Specialists - 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 Federal and State Income Tax and sales, excise and property tax areas and advise Tax Director and Indirect Tax Manager and Income Tax Supervisor 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 - 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 (if any) - Prepare foreign, federal and state income and franchise tax returns as needed - Perform sales, excise and property tax research - Assist the Director of Tax and Indirect Tax Manager with sales, excise and property tax audits - Perform special projects of a tax or accounting nature as assigned by the Director of Tax or VP Finance & Treasury - Contribute to year-end financial statement audit, periodic bank audits and annual tax requests - Execute annual strategic departmental objectives - Assist with ad hoc month-end accounting duties, projects and fulfill cross-departmental requests - Preparation, review and timely filing of individual, s Corp, LLC and trust/foundation foreign, state and local sales and property tax returns - Monitor and update tax calendar to ensure that returns are timely and accurately prepared - Review and processing of sales tax re-sale and exemption certificates and property tax exemption certificates - Review of sales and leasing transactions for proper sales and property tax and invoicing treatment - Prepare/review cash flow projections related to the payment of sales and property taxes - Prepare/ review reconciliations of sales and property tax accounts on general ledger - Participate in the resolution of tax controversies involving tax authorities, customers and vendors
Type
Regular Full-Time
Job Locations US-CA-Costa Mesa
- Interface with Customer Leadership, Project Management Office and prospective employees. - Interface with Red8 Leadership, Systems Engineers, Sales Representatives, Sales Operations and Project Managers - Translate Managed Services Agreement to Service Level Agreements and deliverables - Understand financial aspects of the Managed Services Agreement and translate into monthly invoicing. - Interface with Customers employees to schedule delivery and pickup of IT equipment - Track shipping and delivery, troubleshooting issues - Participate in Customer planning sessions to determine future need. Translate needs to impact on the Managed Services resources. - Manage and report on equipment inventory - Respond to Customer tickets (multiple Customers from multiple ticketing systems) - Maintain time and expense records for services - Recognize revenue for time and material and monthly recurring services - Maintain process, runbook documentation - Provide and document process improvement suggestions - Help maintain the schedule of all resources attached to the Managed Service - Assist in writing SOWs using automated system - Prepare and present presentations on various metrics to senior and executive management (Customer and Red8) - Run smaller projects such as small implementation projects
Type
Regular Full-Time
Job Locations US-AZ-Scottsdale
- 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-NM-Albuquerque
- Develop and implement Service Level Management program including SLA, implementation plans, deliverables, processes, communications, improvements, control, and risk management. - Direct and execute the delivery, development, integration, implementation, and overall management of the day to day services, services life cycle improvement, knowledgebase content, processes and procedures adherence. - Maintain practice and support readiness (skilled and trained workforce, strong partner relations, tested and proven technical solutions, and development methodologies). - Facilitate conversations around continuous service improvements with clients, partners and internal resources to ensure all technology endeavors are optimally supported. - Act as the voice of the customer while identifying new projects and expansion opportunities. - Act as a liaison between the customer and Red8 service organization with a focus on communicating our capabilities, promoting opportunities, and guiding the customer during their business initiatives planning, risk mitigation, and operational readiness plans. - Establish an ongoing and frequent cadence of communication and collaboration with the customer across all levels (users, departments, stakeholders and C-suite) to promote mutual trust, respect and understanding. - Function as a focal point of contact for escalations and major incidents, and facilitate calls to engage all stakeholders and resolver groups, guaranteeing that effective communications are established for the initial incident response, root cause analysis, and creating a critical path to restore services  to operational status. - Utilize technical knowledge and delivery management models and best practices to reduce the business impact of outages and to enhance operational efficiencies. - Collaborate with sales teams to ensure growth attainment and footprint increase through identifying expansion opportunities. - Recruit and hire team members based on required criteria and exceptional expertise that will ensure successful services delivery, and cultural fit while actively managing their schedule, productivity and performance.
Type
Regular Full-Time
Job Locations US-MA-Boston
- 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-Costa Mesa
- Responsible for promoting 2NDGEAR equipment by prospecting new accounts and seeking opportunities to increase existing accounts - Conduct regular sales calls to develop customer relationships and follow up on leads - Use internet resources and company website to develop leads and marketing strategies - Meet established quotas and sales goals - Tracks sales deals through closing and finalizing sales contracts - Ensure products are delivered on time. Monitor inventory levels to avoid product shortages - Ensure that customers are satisfied with products and services. Resolve customer requests, complaints, and problems by working with necessary internal departments - Make recommendations to management regarding product development, pricing, and sales projections. Forecast long range account sales, inventory levels, product needs, and communicate related information to management in a timely manner - Generate prospect list to use for regular e-mail marketing campaigns - Utilize telephone, e-mail, and internet to develop relationships with current and prospective customers - Obtain customer feedback and continually work to improve products and services - Conduct required number of cold calls per month by using approved target lists and the Connect and Sell system. Log all progress made into CRM system - Prospect and develop a book of business of $125,000 per month or more - Promote goodwill and convey a positive image of 2NDGEAR
Type
Regular Full-Time
Job Locations US-AZ-Scottsdale
- Responsible for promoting 2NDGEAR equipment by prospecting new accounts and seeking opportunities to increase existing accounts - Conduct regular sales calls to develop customer relationships and follow up on leads - Use internet resources and company website to develop leads and marketing strategies - Meet established quotas and sales goals - Tracks sales deals through closing and finalizing sales contracts - Ensure products are delivered on time. Monitor inventory levels to avoid product shortages - Ensure that customers are satisfied with products and services. Resolve customer requests, complaints, and problems by working with necessary internal departments - Make recommendations to management regarding product development, pricing, and sales projections. Forecast long range account sales, inventory levels, product needs, and communicate related information to management in a timely manner - Generate prospect list to use for regular e-mail marketing campaigns - Utilize telephone, e-mail, and internet to develop relationships with current and prospective customers - Obtain customer feedback and continually work to improve products and services - Conduct required number of cold calls per month by using approved target lists and the Connect and Sell system. Log all progress made into CRM system - Prospect and develop a book of business of $125,000 per month or more - Promote goodwill and convey a positive image of 2NDGEAR
Type
Regular Full-Time
Job Locations US-MA-Hyannis
- 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-MD-Lutherville
- 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-MA-Boston
- 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-CA-Temecula
- 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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