CostaMesaRecruiter Since 2001
the smart solution for Costa Mesa jobs

Sales Support Associate - Red8

Company: Insight Investments LLC
Location: Costa Mesa
Posted on: November 17, 2022

Job Description:


* 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 challenge

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



Keywords: Insight Investments LLC, Costa Mesa , Sales Support Associate - Red8, Other , Costa Mesa, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Costa Mesa RSS job feeds