Insight Investments

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Sales Support Associate, RED8

at Insight Investments

Posted: 9/18/2019
Job Reference #: 1439
Categories: Sales
Keywords: sales

Job Description

  • Job LocationsUS-NM-Albuquerque | US-CA-Costa Mesa
    Job ID
    Regular Full-Time
  • 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 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

    Qualifications / Education

    • Ideal candidate will have a minimum of five years experience within a VAR or direct manufacturer’s sales organization
    • Five plus years in enterprise storage and networking is preferred
    • Expert proficiency with MS Word, MS Excel, MS Power Point, MS Outlook and task management, Microsoft’s Great Plains and
    • Excellent communication, interpersonal, and supervisory abilities. Strong project management skills, solid leadership abilities, organizational and analytical skills
    • Bachelor’s degree in related field or equivalent experience and training


    • Ability and experience in analyzing sales information
    • Outstanding written and oral communication skills
    • Strong organizational and analytical skills
    • Demonstrated capacity for developing and understanding sales strategies and support infrastructures
    • Ability to work on a variety of projects and research related challenges

    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.