Insight Investments

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Sales Associate - 2NDGEAR

at Insight Investments

Posted: 10/4/2019
Job Reference #: 1455
Categories: Sales, Retail
Keywords: sales

Job Description

  • Job LocationsUS-NM-Albuquerque
    Job ID
    Regular Full-Time
  • Responsibilities

    • Communicate all details regarding fulfillment of sales orders, including status inquiries and tracking details to sales team
    • Obtain all documents needed for sales order processing from sales reps in a timely manner
    • Setup customer details in Great Plains, including payment term and tax-exempt setup requests
    • Allocate equipment to pending orders, according to SOP
    • Communicate with collections team in regards to customer account balance issues
    • Communicate with 2NDGEAR operations and purchasing team in regards to backordered items on pending sales orders
    • Act as primary back-up for 2NDGEAR accounting personnel during month-end closing process
    • Suggest and help implement improvements to current sales order fulfillment processes and/or controls, including automation and streamlining of existing functions
    • Prepare and/or update the daily sales report
    • Participate in year-end audit

    Qualifications / Education

    • Moderate proficiency with MS Word, MS Excel, MS Power Point, MS Access
    • Moderate proficiently with Microsoft Great Plains
    • Experience with is preferred
    • Minimum of 2-3 years of continuous sales or sales operations experience
    • A background in leasing or other finance industry is a plus
    • High school diploma or equivalent required. College Degree preferred


    • Must have problem solving and decision-making abilities, ability to prioritize projects and strong sense of urgency
    • Must be highly motivated individual with high level of initiative and an attitude of willingness
    • Must be team player willing to assist others at all levels of the organization
    • Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
    • Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team
    • Strong attention to detail
    • Ability to communicate effectively on a one-on-one basis or in group setting

    Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.